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…

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…

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…

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…

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…

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…

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…

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…

Social Security Changes in 2017

July 17, 2017

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

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…

Congress Loosens PPP Loan Restrictions

Congress recently passed legislation to loosen some of the restrictions that came with the popular Payroll ...
Read this insight

Stimulus Payments Being Sent as Visa Debit Cards

The Internal Revenue Service has been distributing Economic Impact Payments to taxpayers across the nation since ...
Read this insight

Do You Need a Will and a Trust?

Everyone wants to protect their families, even after they pass from this world. That’s the purpose ...
Read this insight

The Essentials of Cloud-Based Accounting Software

“Siri, what is my year-to-date net income?” This is where technology is going. Are you on ...
Read this insight

The CARES Act: Big Changes to Retirement Plans

Let’s talk retirement planning. How should retirement accounts be handled after the big changes seen in ...
Read this insight

May 7 Deadline for Big Businesses

The Treasury Department is granting safe harbor to large and public companies that voluntarily return stimulus ...
Read this insight

The CARES Act: An Overview for Individuals

The CARES Act provides some big wins for individual taxpayers who are in need of an ...
Read this insight

The CARES Act: An Overview for Businesses

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday, March ...
Read this insight

Income Tax Relief in Response to COVID-19 Outbreak

On March 20, 2020, the IRS extended the federal tax filing deadline to July 15, 2020, ...
Read this insight

Reporting Requirements for Video Game Currency

Amid school and business closures, some gamers may be increasing their screen time and raking in ...
Read this insight

IRS Released Guidance on Meal and Entertainment Expense Deductions

In recently-proposed regulations, the IRS states that, in general, taxpayers can deduct 50% of the ordinary food ...
Read this insight

Is a Donor-Advised Fund Right for You?

Donor-advised funds (DAFs) have grown in popularity over the past decade. According to the National Philanthropic Trust ...
Read this insight