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Tax and Accounting Newsletter

Click the links below to view or download our newsletters. 

Tax Payment Calendar:

May Tax Payment Calendar

June Tax Payment Calendar

Monthly Newsletter:

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

March/April Newsletter

  • The Tax Cuts and Jobs Act: How will it affect your tax bill?
  • Breathe new life into a trust by "decanting" it
  • Identity theft and your tax returns: How to protect yourself
  • Tax Tips

January/February Newsletter

  • Are bad business debts deductible?
  • Tax planning for investors: Income vs. Growth
  • Higher education is expensive!
  • Tax Tips

November/December Newsletter

  • How to claim research payroll tax credits
  • Restricted stocks: 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

September/October Newsletter

  • Cash vs. Accrual: Are you using the right accounting method?
  • 2 homes in different states may result in multi-state taxation
  • Building an on-off switch into your estate plan
  • Tax Tips

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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