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Tax and Accounting Newsletter

Click the links below to view or download our newsletters. 

Tax Payment Calendar:

July Tax Payment Calendar


August Tax Payment Calendar



Monthly Newsletter:

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


May/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



March/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



January/February 2017

  • 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


November/December 2016

  • Year-end tips for reducing NIIT
  • Is it time to revisit the research credit?
  • How incomplete nongrantor trusts can help avoid state income taxes
  • Tax Tips



September/October 2016

  • 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



July/August 2016

  • 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


May/June 2016

  • 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


March/April 2016

  • 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


January/February 2016

  • 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 your Roth IRA conversion, and more


November/December 2015


  • 5 last-minute tax-planning ideas
  • Need a financial backup plan?  Why you should consider a SLAT
  • Solving the play-or-pay conundrum
  • Tax Tips- Passive foreign investment company, dealing with concentrated stock positions and more


Sept/Oct 2015

  • The PAL rules and estate planning- can you reduce your trust's tax bill?
  • Pumping up retirement contributions- cash balance plans
  • The ins and outs of tax breaks for getting to and from work
  • Tax Tips- Supreme Court decision, phone calls "from the IRS" and the accumulated earnings tax


July/August 2015

  • How to report stock sales
  • Should you treat a partner as an employee?  
  • Understanding the pros and cons of a SCIN
  • Tax Tips - Reporting capital gains, estate tax relief for family businesses and more


May/June 2015 Newsletter

  • Roth or Traditional: Which is better?
  • How you can avoid a huge tax trap - Beware of the generation-skipping tax
  • The IRS is watching...Understanding the difference between an employee and an independent contractor
  • Tax Tips - Wash sale rule, ABLE plans and more



 

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