To Port or Not to Port: Is Filing for Portability Right for You?
The option of portability when planning your estate could make a substantial difference come tax time,…
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When Does a Gift Require a Gift Tax Return, and Gift Tax?
With lifetime gift and estate tax exemptions at an all-time high in 2020, not as many…
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Retirement Plan Options for Self-Employed Business Owners
Owning your own business gives you a great deal of freedom to make your own choices.…
Read this Insight...IRS Sends Warning Letter to Cryptocurrency Users About Reporting
Taxpayers who exchange cryptocurrency may receive a letter this month from the IRS regarding reporting issues.…
Read this Insight...Tax-Savvy Retirement Planning
With over 70 million baby boomers in the United States, how many are celebrating their 65th…
Read this Insight...Decrypting Cryptocurrencies
What are cryptocurrencies? The news is teeming with excitement about cryptocurrencies, whether it be Bitcoin, Ethereum…
Read this Insight...Tax Benefits of Vacation Rentals
In light of recent news on the regulation of vacation rentals, it is important to know…
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Student Scholarships – Free Money or Taxable Income?
The taxability of student scholarship funds has been an issue for many years. In any student…
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New Year Brings New Partners & Promotions
The Risks of Debt-Forgiveness Programs
IRS Announces Various Tax Benefit Increases for 2016
2015 Tax Extenders Passed
IRS Increases Tangible Property Expensing Threshold for Small Businesses
Tax Benefits of Vacation Rentals
Danna McGrew and Jacob Sheffield Named Who’s Who in Professional Services
How doc-link Document Management Saves You Time and Money in the Audit Process
Homeowner Tax Deductions – A Housewarming Gift from Your Accountant
2015 Year-End Tax Planning for Businesses
2015 Year-End Tax Planning for Individuals