To Port or Not to Port: Is Filing for Portability Right for You?
The option of portability when planning your estate could make a substantial difference come tax time,…
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When Does a Gift Require a Gift Tax Return, and Gift Tax?
With lifetime gift and estate tax exemptions at an all-time high in 2020, not as many…
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Retirement Plan Options for Self-Employed Business Owners
Owning your own business gives you a great deal of freedom to make your own choices.…
Read this Insight...IRS Sends Warning Letter to Cryptocurrency Users About Reporting
Taxpayers who exchange cryptocurrency may receive a letter this month from the IRS regarding reporting issues.…
Read this Insight...Tax-Savvy Retirement Planning
With over 70 million baby boomers in the United States, how many are celebrating their 65th…
Read this Insight...Decrypting Cryptocurrencies
What are cryptocurrencies? The news is teeming with excitement about cryptocurrencies, whether it be Bitcoin, Ethereum…
Read this Insight...Tax Benefits of Vacation Rentals
In light of recent news on the regulation of vacation rentals, it is important to know…
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Student Scholarships – Free Money or Taxable Income?
The taxability of student scholarship funds has been an issue for many years. In any student…
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IRS Issued Final Guidance on 199A Deduction for Pass-Through Entities
Team Member Spotlight
Tracey Solomon Joins Partner Group
CA Implements Wayfair Sales Tax Decision
70+ Acts of Kindness in 2018
Top 7 Last-Minute Tax Strategies
Year-End Tax Update for Businesses
Year-End Tax Planning for Individuals
Eileen Sheridan & Jacob Sheffield Named Who’s Who in Professional Services
Cost Segregation Now More Important in New Tax Reform Landscape