Important Times to Seek Assistance

Published on June 21, 2022

Article Highlights: When to seek professional assistance Examples of times where tax saving moves can…

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Foreign Income and Tax Reporting Issues

Published on May 31, 2022

Article Highlights: Non-Resident Alien Spouse Foreign Rentals Foreign Pensions Foreign Income Exclusion FBAR Statement of…

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Tax Issues That Arise When Converting a Home into a Rental

Published on May 24, 2022

Article Highlights: Reason for Conversion Basis Depreciation Cash Flow versus Tax Profit or Loss Passive…

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Biden Administration Backs Off On Proposed Bank Transaction Threshold

Published on November 4, 2021

Article Highlights: Tax Compliance Hard-to-Trace Income Sources Two-Tiered Compliance Bank Transaction Reporting Threshold Tax-compliance rates…

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Tax Benefits When Saving For College Education

Published on October 16, 2021

Article Highlights: Planning for a Child’s Post-Secondary Education Tax-Favored Plans Tax-Free Earnings Coverdell Accounts Qualified…

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Mid-Year Tax Planning Checklist

Published on October 8, 2021

Article Highlights: End of Year Tax Planning Avoiding Unpleasant Surprises Events That Have Tax Consequences…

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Is Tax Planning Killing Your Business?

Why Focusing on Just Tax Planning Can Lead to Failure

Published on September 28, 2021

Tax planning is a necessity in the world of business because the IRS wants its…

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Insurance Agent

Insurance Statutory Agent Wins the 199A Tax Deduction

Published on November 6, 2018

Can a statutory agent qualify for the Section 199A deduction on his W-2 statutory net…

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save for retirement or education

Saving Plans for Retirement and Education

Published on September 11, 2018

When you are attempting to save money for your children’s future education or your retirement,…

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