Federal Proposal Would Place Audit Target on High Earners’ Backs
October 5, 2021
If you earn $400,000 a year, beware—a tax proposal now before Congress would increase your risk of an IRS audit.
Potential Biden-Proposed Tax Changes Becoming Clearer
September 23, 2021
Consider proactive steps even though final tax policy is still uncertain.
Biden Budget Targets Companies, Wealthiest Americans
June 24, 2021
The Biden Administration’s 2022 budget proposes increasing the tax burden on corporations and individuals earning over $452,700 a year. Here’s a summary.
Three-Martini Business Lunch Can Be Fully Written Off
February 16, 2021
Congress’ last-minute pandemic-relief bill made tax changes everyone should know about.
Last-Minute Donations Can Help Others and Save You Money
December 22, 2020
New COVID-19 relief law allows an extra $300 donation to any charity to be deducted.
Tax Planning Considerations for 2020
December 11, 2020
Tax planning considerations for 2020 – a webinar
Planning Now for Possible Rate Changes Might Mean Big Savings
September 18, 2020
Planning ahead for possible changes in tax policy could positively impact your wealth management goals.
Managing Wealth Amidst Potential Tax Policy Changes
September 2, 2020
Potential tax policy changes and their effects on building and transferring wealth: 8/28/2020 webinar.
Working from Home These Days? IRS Might Allow a Deduction
August 21, 2020
Working at home due to the pandemic? A quick summary of rules around receiving a related tax deduction.
Tax Filing and Payment Extension
March 24, 2020
The IRS extends tax filing and payment deadlines from April 15 until July 15.