IRS Extends Time to Make Portability Election
Portability is often an effective, go-to estate planning strategy that could make a considerable difference for…
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May 7 Deadline for Big Businesses
The Treasury Department is granting safe harbor to large and public companies that voluntarily return stimulus…
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Is a Donor-Advised Fund Right for You?
Donor-advised funds (DAFs) have grown in popularity over the past decade. According to the National Philanthropic Trust…
Read this Insight...Uncertain Future for CA Estate Tax
California is currently among 30 states that do not impose a state estate tax. State legislature,…
Read this Insight...Generating Interest with Intrafamily Loans
Lending money to family members may be personal, but it pays to treat loans like business.…
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May 7 Deadline for Big Businesses
The Treasury Department is granting safe harbor to large and public companies that voluntarily return stimulus ...
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The CARES Act: An Overview for Individuals
The CARES Act provides some big wins for individual taxpayers who are in need of an ...
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The CARES Act: An Overview for Businesses
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday, March ...
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Income Tax Relief in Response to COVID-19 Outbreak
On March 20, 2020, the IRS extended the federal tax filing deadline to July 15, 2020, ...
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Reporting Requirements for Video Game Currency
Amid school and business closures, some gamers may be increasing their screen time and raking in ...
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IRS Released Guidance on Meal and Entertainment Expense Deductions
In recently-proposed regulations, the IRS states that, in general, taxpayers can deduct 50% of the ordinary food ...
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Is a Donor-Advised Fund Right for You?
Donor-advised funds (DAFs) have grown in popularity over the past decade. According to the National Philanthropic Trust ...
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The SECURE Act: Key Takeaways and Strategies to Consider
Over the past few years, we have seen some of the greatest shifts in tax legislation. ...
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Tax Tips for Law Firms
Whether you're a partner or an associate in a law firm, the IRS has rules that ...
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Tax Deductions from Land Donations Under Scrutiny
The IRS announced that they will be keeping a watchful eye on certain land donation deals ...
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IRS Establishes No Clawback Rule on Gifts and Estates
‘Tis the season for giving! In a recent announcement, the IRS presented the highly-anticipated final regulations ...
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Team Member Spotlight
Congratulations to Ana Cook for completing the Insurance Academy Series with OneDigital! Ana wears many hats ...
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