RSS Feed Take a look at our recent blog posts and client newsletter articles. en-us Thu, 01 Jul 2021 09:00:00 -0500 Thu, 01 Jul 2021 09:00:00 -0500 What Is the Net Investment Income Tax? The Net Investment Income Tax tends to affect wealthier individuals, but in certain circumstances, it can affect moderate-income taxpayers too. Thu, 01 Jul 2021 09:00:00 -0500 Small Business: Understanding Payroll Expenses Whether you're a small business owner who is just starting or one who has been in business for a while - ready to hire an employee or two - here is what you should know about withholding, reporting, and paying employment taxes. Thu, 01 Jul 2021 09:00:00 -0500 Settling Tax Debt With an IRS Offer in Compromise If you owe money to the IRS, an offer in compromise could be the answer. Thu, 01 Jul 2021 09:00:00 -0500 Employee Relocation: What Happens to Your Home? Employees and small business owners often have questions about what to do with an employee's home - and what the tax consequences might be - when they move to a new job location. Here are some answers. Thu, 01 Jul 2021 09:00:00 -0500 Advance Child Tax Credit Payments Start This Month More than 36 million American families may be eligible to receive monthly Child Tax Credit payments starting July 15, 2021. Here's what families need to know. Thu, 01 Jul 2021 09:00:00 -0500 What are Estimated Tax Payments? Estimated tax is the tax paid on income not subject to withholding, such as income from self-employment, interest and dividends, rent, prizes and awards, and gains from the sale of assets. Tue, 01 Jun 2021 09:00:00 -0500 Tips to Help You Figure Out if Your Gift is Taxable If you've given money or property to someone as a gift, you may owe federal gift tax. There are, however, exceptions. Tue, 01 Jun 2021 09:00:00 -0500 Tax Considerations When Selling Your Small Business If you've decided to sell your business, you may be looking forward to lazy days ahead with plenty of cash on hand. The reality, however, is that without a tax planning strategy in place, you could be liable for capital gains and other taxes - leaving you with far less cash than you anticipated. Tue, 01 Jun 2021 09:00:00 -0500 Expat Compliance With US Tax Filing Obligations If you're an expat who has relinquished - or intends to relinquish - your US citizenship but still has US tax filing obligations (including owing back taxes), you'll be relieved to know there are IRS procedures in place that allow you to come into compliance and receive relief for any back taxes owed. Tue, 01 Jun 2021 09:00:00 -0500 Changing Jobs? Don't Forget About Your 401(k) One of the most important questions you face when changing jobs is what to do with the money in your 401(k) account. Making the wrong move could cost you thousands of dollars or more in taxes and lower returns. Tue, 01 Jun 2021 09:00:00 -0500 Three Key Things to Consider When Filing Your 2020 Tax Return Mon, 01 Feb 2021 09:00:00 -0600 Tips for preparing to file your tax return in 2021 Tue, 05 Jan 2021 09:00:00 -0600 2020 Retirement Changes Wed, 02 Dec 2020 09:00:00 -0600 Why Plan for Taxes? Wed, 18 Nov 2020 09:00:00 -0600 Tax Planning During the COVID-19 Pandemic Mon, 12 Oct 2020 09:00:00 -0500 Kiddie Tax Rules Change Back for 2020 Mon, 16 Mar 2020 09:00:00 -0500 Get your tax refund faster, easier and safer with these tips Tue, 11 Feb 2020 09:00:00 -0600 Ready, Set, TAX TIME! 5 Steps to Help You Prepare for Your Tax Preparation Wed, 15 Jan 2020 09:00:00 -0600 Year-End Tax Planning Tips Tue, 03 Dec 2019 09:00:00 -0600 Qualified Opportunity Zone Funds - Could These Benefit You? With the passing of the Tax Cut and Jobs Act in 2017, Qualified Opportunity Zones were created to help economic development and job creation in distressed communities throughout the country. The taxpayer can benefit by deferring tax on eligible capital gains as long it is invested in an appropriate Qualified Opportunity Zone Fund (QOZF) and meets other requirements. Tue, 19 Nov 2019 09:00:00 -0600 Expanded & Modified Work Opportunity Tax Credit IRS Reminder for Employees - Expanded and Modified Work Opportunity Tax Credit (WOTC) Fri, 08 Jun 2018 09:00:00 -0500 Responding to and Resolving Notices from the IRS Wed, 21 Mar 2018 09:00:00 -0500 Buying & Selling with Section 1031: An Overview of Tax-Deferred "Like-Kind" Exchanges Sun, 04 Mar 2018 09:00:00 -0600 Paying Yourself First: Retirement Options for Individuals An overview of options for individuals as they plan for retirement at any age. These days, an employer pension plan is not usually enough to fully fund an individual's retirement. Fri, 16 Feb 2018 09:00:00 -0600