Insights by Author: Gisela Rodriguez

Child Tax Credit Advances Start July 15

July 9, 2021

On July 15, 2021, the IRS will start sending monthly child tax credit payments to qualifying…

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When is My Capital Gains Rate 0%?

July 16, 2020

With a tax planning opportunity for just about everything, seeking to pay 0% on capital gains…

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The CARES Act: An Overview for Individuals

April 2, 2020

The CARES Act provides some big wins for individual taxpayers who are in need of an…

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Corporations Receive Tax Clarity for Offshore Profits

July 25, 2019

The IRS released highly-anticipated clarity for multinational corporations on how U.S. tax will be calculated on…

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DOL Revisits Overtime Rule in Proposal

April 23, 2019

On March 7, the Department of Labor (DOL) released a proposed rule that would raise the…

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Top 7 Last-Minute Tax Strategies

December 21, 2018

There’s still time left in the year to make some last-minute tax moves. If you are…

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Blended Federal Income Tax Rate for Corporations with Fiscal Year

June 17, 2018

In a recent release by the Internal Revenue Service, corporations operating on a fiscal year that…

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Tax Relief in a Federally-Declared Disaster Area

January 22, 2018

On January 2, the President declared a major natural disaster for those areas affected by the…

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Social Security Changes in 2017

July 17, 2017

The Social Security Administration released a few changes to the program making an impact in 2017.…

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New Overtime Rule Put On Hold by Federal Injunction

January 11, 2017

A recent ruling by U.S. District Judge Mazzant has put a nationwide hold on the Department…

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Employees in Other States? Here are the Top Tax Implications to Consider

Return-to-office plans remain in a state of limbo as some employers find that a remote work ...
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How are Trusts Taxed?

three generation happy asian family walking outdoors in park A trust can be a powerful estate-planning ...
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Tax Breaks for the Elderly

Getting older has its perks, including tax breaks. Your income threshold for filing a tax return ...
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Congress Open to Considering a Pause on Automated Tax Notices

National Taxpayer advocate, Erin Collins, mentioned at a recent virtual seminar last Thursday that Congress may ...
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IRS Announces 2022 Limits for Retirement Plans

The IRS has announced the new retirement plan numbers for 2022.Retirement limits for 401(k) and similar ...
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What Papers do You Need to Save?

Sometimes it feels good to get rid of clutter, especially this time of year when the ...
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Tax Policy Update: How the Build Back Better Act Affects Individuals

RECORDED WEBCAST  |  December 16, 2021 Download webcast slides The Senate Finance Committee’s release this past ...
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DOL Reveals Key Change for Tipped Workers

Employees in occupations where gratuities are common, such as restaurant waitstaff, have long fallen into a ...
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IRS Clarifies Temporary Deductibility of Per Diem Meal Expenses

The IRS has issued Notice 2021-63, clarifying previous guidance issued under Notice 2021-25 pertaining to the ...
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Section 174 Research Deduction Changes for 2022

Have you been deducting your R&D expenses as they occur? Starting in the new year, that ...
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Year-End Tax Planning for Individuals

As we near the end of another turbulent year, it’s time to discuss the steps you ...
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Year-End Tax Planning for Businesses

2021 brought a wave of new tax changes for businesses, and 2022 could bring yet another ...
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