Charting the effects of tax reform on your return

Tax Law and a bear trap

Buckle your seat belt because the road to tax savings just got bumpier. We’ll be covering the major changes for tax year 2018 below. Existing clients can obtain a free detailed report on each area by clicking this link and referencing the phrase in the topic column in the subject line of your email.

Read More

The biggest no-brainer for 2019 tax planning

2018 Retirement Plans

  We’re in the new year now. and it’s never too early to start saving taxes. The reason we call this the “no-brainer” of tax planning is simple.      Amounts that are timely contributed to your Simple-IRA, 401(k), SEP-IRA, etc. are fully deductible, These amounts enjoy tax-deferred growth (the 8th wonder of the financial…

Read More

What a difference a name makes!

monopoly houses

How you define “Real Estate Investor” and “Real Estate Dealer” can make a huge difference in your taxes. Let’s take a look at how big a difference you can make in the tax bite. Say you have a $90,000 profit on the sale of a property. • Dealer taxes could be as high as $46,017. •…

Read More

Is it too late to accrue a bonus for last year?

Bonus file in cabinet

Is there still time to pay 2018 bonuses and deduct them on your 2018 return? [Editor’s note: This post pertains to bonuses paid to your employees and non-owners. Special rules apply to related parties, so be sure to contact us before venturing into that area. That said, let’s discuss how to reward your team members…

Read More

Does everybody really get a tax cut in 2018?

Tax Reform post-it pad

This is because the tax rates are less than in 2017 for every income bracket. Although there is always the exception the proves the general rule, here are the new reduced rates for tax year 2018. Existing clients are welcome to email us for an estimate of just how much savings you may realize.

Read More

Common sense year-end planning

2018 Hourglass

7 last-minute tax moves for your business Postpone invoices. If your business uses the cash method of accounting, and it would benefit from deferring income to next year, wait until early 2019 to send invoices. Accrual-basis businesses can defer recognition of certain advance payments for products to be delivered or services to be provided next…

Read More

The one sure way to know if we’ll have a government shutdown

With all the stress of the holiday season, we thought you could use a little humor at Congress’ expense. Therefore, we have developed our infallible flow-chart to determine in the government has really shut down or not.    

Read More

Tis the season to deduct Holiday gifts and parties

When holiday gifts and parties are deductible or taxable The holiday season is a great time for businesses to show their appreciation for employees and customers by giving them gifts or hosting holiday parties. Before you begin shopping or sending out invitations, though, it’s a good idea to find out whether the expense is tax…

Read More

Questions from our clients on the new tax law

Tax Reform post-it pad

The following questions are ones that we get asked every week at this time of year. Below are the answers that factor in the new tax law that will affect the 2018 returns. Will I be able to save on taxes if I prepay my January 2019 mortgage bill before the end of the year in…

Read More