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Business Strategies

Until the inception of the Tax Cuts and Jobs Act, entity selection by businesses was a fairly easy decision.  In most cases, businesses chose a form of pass-through entity, given the high tax rate of thirty-five percent given to C corporations in the past.  With the new

Posted September 17, 2018
Tax Planning

When we are working, taxes are a part of daily life and influence the considerations that we take in our spending habits.  Once we start thinking about retiring, we often forget to add in taxes as a component to our thought process.  It is important to understand your tax situation in retirement prior to retiring so that you will be ready when t

Posted September 10, 2018
Tax Tips

We’ve all thought it…  Sitting on the beach in a tropical place while attending a quick meeting via your laptop before hitting the waves in the afternoon sun.  Many people imagine that all they must do is get a work Visa, wave good-bye to family and friends and head to sunnier shores for a bit.  Before you jump ship, or hop a plane, there are im

Posted September 3, 2018
Tax Planning

The Tax Reform Act of 1986 first brought about the concept of taxation on the investment and unearned income for those individuals over thirteen and under seventeen years of age.  It is commonly known as the “Kiddie Tax.”  Originally the law only covered children over fourteen, a

Posted August 29, 2018
Investment Strategies

One of the major complications facing aging individuals is the passing down of wealth to the next generation without creating large tax implications.  The dynasty trust is a straightforward estate planning technique that can substantially reduce taxes.

Posted August 21, 2018
Tips

Identity theft isn’t a new crime by any stretch of the imagination.  With the use of electronic fund transactions, electronic tax filing, and the general increase of personal data being available online, identity theft is easy to perpetrate and has increased significantly in the last few years.

Posted August 13, 2018
Tax Strategies

By now, most people have heard the term HSA or Health Savings Account.  But what is it?  A Health Savings Account combines a high deductible health insurance plan with a tax savings account.

Posted August 5, 2018
Business Tips

With the passing of the Tax Cuts and Jobs Act (TCJA), tax professionals and businesses are beginning to absorb the massive changes and find some key twists in the new tax reform laws. The following information on these twists will help you navigate the new terrain.

Don’t Be GILTI

Posted July 26, 2018
Tax Planning

The Tax Cuts and Jobs Act (TCJA) tax reform and transfer pricing questions have become hot topics.

Posted July 19, 2018
Business Performance

The role of Business Intelligence (BI) in your client’s company can be so pervasive and transformative that in many cases it can save their business.

Posted July 12, 2018