March/April Newsletter Qualified Opportunity Zones: A powerful tax incentive for investors Matters of interest: When are interest payments deductible? Getting your affairs in order when you're terminally ill Tax Tips March Tax Payment...
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January/February Newsletter Are your business interest expenses deductible? BDIT lets you give away property without losing control Relax, but don't forget about taxes: Owning a vacation home requires tax planning Tax Tips January Tax...
Read MoreNovember/December Newsletter Supreme Court's Wayfair decision: What it means for Internet and mail-order sales GST tax exemption has increased, but not permanently Got bitcoin? Understand your tax obligation Tax Tips November Tax...
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Just a quick reminder…You are likely seeing and hearing much about renewals and open enrollment for the individual health insurance market and you’re right; it’s right around the corner!Open Enrollment dates are...
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September/October Newsletter Are LLC members subject to self-employment tax? Ease new itemized deduction limitations using a nongrantor trust Know your tax obligations before hiring household help Tax Tips September Tax Payment...
Read MoreYou may have noticed a new advisor name on your account statements recently. To help avoid any service gaps that could arise with our advisors being out of the office, we have assigned a second advisor to your account.Our team of...
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Friday, June 29, 2018
When you decide to partner with an agency to support you and your business, that agency should care about your success and wellbeing as if it were their own. They should be an agency who is well versed with all of the governmental...
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Wednesday, May 30, 2018
By Joe Johnson, Jim Boerkoel, and Buursma Agency When was the last time you gave insurance some serious thought? If you have it, you probably purchased it years ago and then turned your attention to more urgent and tangible financial...
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Tuesday, May 15, 2018
The general rule of thumb when it comes to saving for retirement is to start early and let the power of compound interest work in your favor. But if you’re like one-third of Americans who don’t have a penny saved for...
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May/June Newsletter Tax reform's impact on charitable donations Are you personally liable for your company's payroll taxes? Gain flexibility with a self-directed IRA Tax Tips May Tax Calendar June Tax Calendar
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I Didn't Know You Did That!As we work with clients to help build their nest egg for retirement, inevitably we find ourselves discussing how to protect their assets and begin to design a plan for passing it onto the next generation....
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Monday, April 9, 2018
The recent Tax Cuts and Jobs Act, Trump’s much-anticipated tax reform bill, impacts individuals and businesses alike. And while we know that it lowers tax rates for individuals and corporations, increases the child tax credit,...
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Wednesday, March 28, 2018
Almost 62 million people depend on Social Security in one way or another. Born out of the Great Depression as a retirement safety net, it has grown to cover 96% of Americans. In 2017, the Social Security Administration paid out $955...
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Wednesday, March 14, 2018
When you think of things that could devastate your retirement savings, you probably imagine a personal disaster, a natural catastrophe, or a recession. While these events could significantly impact your portfolio, they are largely out...
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Wednesday, March 14, 2018
Did you know that in addition to tax and health insurance, we also provide 401(k) services? We offer an array of 401(k) services, all designed to allow you, as a business owner, to provide a top-notch benefit to your employees without...
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March/April Newsletter The Tax Cuts and Jobs Act: How will it affect your tax bill? Breathe new life in a trust by "decanting" it Identity theft and your tax returns: How to protect yourself Tax Tips March Tax Payment Calendar April...
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Friday, February 9, 2018
If you do a simple search on the topic of relationships and finances, you’ll come across countless sobering statistics. For example, you’ll find that money is the primary reason for arguments between couples, with many...
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Wednesday, February 7, 2018
The markets took a big dip on Monday, with the DOW losing 1,500 points for the first time in a single day and the S&P 500 down more than 4%. Although they rebounded a bit on Tuesday, the CBOE Volatility Index, which measures fear in...
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Thursday, January 25, 2018
Have you ever made a New Year’s resolution and quickly realized you weren’t going to follow through? If so, you’re not alone. The stats tell us that 80% of New Year’s resolutions fail by February. (1) Good...
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Tuesday, January 16, 2018
After months of revising, Congress closed out 2017 by passing the new Tax Cuts and Jobs Act on Wednesday, December 20, 2017, which was subsequently signed into law by President Trump. Since the campaign trail, President Trump has...
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January/February Newsletter Are bad business debts deductible? Tax planning for investors: Income vs. Growth Higher education is expensive! Tax Tips January Tax Payment Calendar February Tax Payment Calendar
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Tuesday, November 21, 2017
If you’ve kept an eye on the markets at all this year, you know that it’s been one of record highs. In October, the Dow closed above 23,000 for the first time, and in September, the S&P 500 finally broke the 2,500 mark. And...
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November/December Newsletter How to claim research payroll tax credits Restricted stock: Should you pay tax now or later? To file or not to file: What you need to know about filing gift and estate tax returns Tax Tips November Tax...
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FALL NEWSLETTER It may be autumn, but as this is written, it is 90 degrees outside! Does this portend another mild winter? Our recent West Michigan weather has been setting records for high temperatures this late in the season, and the...
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Tuesday, October 10, 2017
When you watched the New Year’s Eve countdown and raised your glass to 2017, did you make any resolutions to put your finances first this year? Finance-related resolutions are the third most popular New Year’s resolution,...
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Thursday, September 28, 2017
My role as an investment advisor goes beyond providing advice and building financial plans. An integral part of my job lies in my commitment and responsibility to my clients, which involves the experience my clients have in working...
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Tuesday, September 12, 2017
If you have a credit report (and most of us do), there’s a good chance that you were one of the estimated 143 million Americans affected by the recent Equifax Data Breach. If you have been affected, it’s important to be...
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September/October Newsletter Cash vs. Accrual: Are you using the right accounting method? 2 homes in different states may result in multistate taxation Building an on-off switch into your estate plan Tax Tips September Tax Payment...
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Monday, August 14, 2017
401(k) Survey - Employee Report Card How Well Have You Prepared For Retirement?Do you know how much money you need to save? How much risk you are taking on your investments? Does your asset allocation strategy match your tolerance for...
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Friday, August 11, 2017
Many small and medium-sized businesses want to offer a competitive retirement plan that their employees appreciate. But beyond the initial setup, maintaining a plan requires time, money, and liability many business owners worry about...
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Friday, July 21, 2017
At DeLong & Brower, P. C., we constantly strive to expand our breadth of services and provide the highest level of care we can. Since 1988, we’ve grown from a small tax practice to a full service certified public accounting and...
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July/August Newsletter You can't take it with you: Making the most of tax carryovers Does a Roth IRA fit into your retirement plan? Independent contractor vs. employee: Worker classification matters Tax Tips July Tax Payment Calendar...
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Wednesday, June 14, 2017
I love teaching, which is why I started my adult life as a teacher. More than just teaching, though, I love teaching people things that will improve their lives. That’s why I got into this business. Through financial education, I...
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Wednesday, June 14, 2017
Do you ever look in the mirror and wonder, where did all those gray hairs come from? Or, better, where did all my hair go? Whether you like to admit it or not, time passes, and we are all getting older. One thing you are probably...
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Wednesday, May 24, 2017
When you were young, your parents took care of everything for you. They provided for you financially and made sure all your needs were met. Even though you are older and independent now, you may still see your parents in that role. It...
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Wednesday, May 17, 2017
No one likes to think of the death of a loved one. But considering the difference in life expectancies of men and women, widowhood is a possibility that you need to take seriously. If you were widowed tomorrow, would you be prepared?...
Read MoreMay/June Newsletter Timing compensation in a changing tax climate: All eyes on Sec. 409A How to get relief from IRS penalties Are you a member of the Sandwich Generation Tax Tips May Tax Payment Calendar June Tax Payment Calendar
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Tuesday, April 25, 2017
By Joel Johnson and Kurt Buursma According to a recent study, employer sponsored health, dental, vision, life and disability plans are the most highly valued benefit among employees, accounting for almost one-third of the value...
Read MoreSpring Newsletter It must be springtime. March Madness is now behind us, baseball is back, the upcoming NFL draft gives hope for all frustrated football fans, and the NHL and NBA playoffs are underway. Not a sports fan? Then enjoy...
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Friday, April 14, 2017
For most people, it’s hard to find the time and resources to help build and manage their assets confidently. It can be even harder to know how to integrate your family’s values, financial circumstances, and life goals into...
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Tuesday, March 21, 2017
When you were young, you likely thought about what you wanted to be when you grew up. Some people wanted to be a firefighter or an Olympic athlete, while others imagined saving the world of becoming a famous movie star. Growing up, I...
Read MoreMarch/April Newsletter 4 tax-smart techniques for mutual fund investors Educate your children on wealth management New rules limit tax benefits of leveraged partnerships Tax Tips March Tax Payment Calendar April Tax Payment Calendar
Read MoreHappy 2017! We hope the year brings you health, happiness, and prosperity. Our election is finally over and, for many, the result was surprising and unexpected. So far, the market has responded favorably. Now that the inauguration has...
Read MoreJanuary/February Newsletter Required minimum distributions: Tips and strategies What estate planning strategies are available for non-US citizens? Don't overlook the domestic production activities deduction Tax Tips January Tax Payment...
Read MoreNovember/December Newsletter Year-end Tips for Reducing NIIT Is it time to revisit the research credit? How Incomplete Non-grantor Trusts Can Help Avoid State Income Taxes Tax Tips November Tax Payment Calendar December Tax Payment Calendar
Read More2016 Fall Newsletter Greetings! In addition to cooler weather, colorful leaves, and a plethora of sport viewing opportunities, the fall season 2016 has an added feature for us… a presidential election. While we go out of our way...
Read MoreSeptember/October Newsletter Accelerating depreciation deductions: A cost segregation study may reduce taxes How basis planning can result in significant tax savings Watch out for the alternative minimum tax Tax Tips September Tax...
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Wednesday, August 3, 2016
Long-Time Insurance, Investor Agencies Merge Officials of Buursma Agency, DeLong & Brower PC and the Michigan West Coast Chamber of Commerce conduct the ceremonial ribbon cutting ceremony that formally opened the new offices of the...
Read MoreSummer 2016 Newsletter Welcome to our great West Michigan summer! Whether you are sunning on the beach, hitting the golf ball, boating on the lake, or smelling the roses in your garden, it is a great time to pause and appreciate the...
Read MoreJuly/August Newsletter Partnerships: Get ready for new audit rules When an inheritance is too good to be true-- How income in respect of a decedent works IRS hobby loss rules-- Is it a business or hobby? Tax Tips July Tax Payment...
Read MoreMay-June Newsletter Deduct now, donate later- Donor-advised funds offer significant benefits Is it time to revisit captive insurance? Why you may need a prenup Tax Tips May Tax Payment Calendar June Tax Payment Calendar
Read MoreSpring 2016 Newsletter Looking out the office window, I see blue sky, robins hopping around searching for a meal, and buds appearing on the trees. Spring must be here! As nature’s growing season begins, we are pleased to report that...
Read MoreMarch-April Newsletter 5 retirement account tax traps to avoid Property dividends: Handle with care The Section 1031 exchange: Why it's such a great estate planning tool Tax Tips March Tax Payment Calendar April Tax Payment Calendar
Read MoreWelcome to 2016! I hope you all had a wonderful holiday season with family and friends, and that 2016 will be a healthy and prosperous year for all! While 2015 was a time for our wonderful major office face lift and another...
Read MoreJanuary-February 2016 Newsletter Designing a tax-wise bonus plan The net investment income tax: Planning opportunities for small business owners Need to protect your assets? Consider a BDIT Tax Tips- expatriation "exit tax," undoing...
Read MoreNovember-December 2015 Newsletter 5 last-minute tax-planning ideasNeed a financial backup plan? Why you should consider a SLATSolving the play-or-pay conundrumTax Tips- passive foreign investment company, dealing with concentrated...
Read MoreSept-Oct 2015 Newsletter The PAL rules and estate planning- can you reduce your trust's tax bill?Pumping up retirement contributions- cash balance plansThe ins and outs of tax breaks for getting to and from workTax Tips- Supreme Court...
Read MoreClick the links below to open in a new window: July 2015 Tax Payment Calendar July/August Tax Newsletter Non-qualified options - How to report stock salesShould you treat a partner as an employee?Understanding the pros and cons of a...
Read MoreClick here to view or download our May/June Newsletter. Topics include:Roth or Traditional IRA: Which is better? How you can avoid a huge tax trap - Beware of the generation-skipping tax.The IRS is watching...Understanding the...
Read MoreMarch/April NewsletterMarch Tax Payment Calendar April Tax Payment Calendar
Read MoreFebruary 2015 Tax Payment Calendar
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Phone: (616) 396-0500 Fax: (616) 396-4170