Insights by Author: Tiffany Ann Goodall

To Port or Not to Port: Is Filing for Portability Right for You?

February 11, 2021

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?

December 23, 2020

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

October 6, 2020

Owning your own business gives you a great deal of freedom to make your own choices.…

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IRS Sends Warning Letter to Cryptocurrency Users About Reporting

August 27, 2019

Taxpayers who exchange cryptocurrency may receive a letter this month from the IRS regarding reporting issues.…

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Tax-Savvy Retirement Planning

March 29, 2019

With over 70 million baby boomers in the United States, how many are celebrating their 65th…

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Decrypting Cryptocurrencies

March 20, 2018

What are cryptocurrencies? The news is teeming with excitement about cryptocurrencies, whether it be Bitcoin, Ethereum…

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Tax Benefits of Vacation Rentals

December 2, 2015

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?

April 3, 2015

The taxability of student scholarship funds has been an issue for many years. In any student…

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November 12, 2012

Jacob Sheffield Receives 40 Under 40 Award

Santa Barbara, CA – Congratulations to Jacob Sheffield who was recently named one of the 40 ...
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September 24, 2012

Three Strategies That Add Flexibility to Your Estate Plan

In recent years, estate planning has been complicated by uncertainty over the future of the federal ...
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September 10, 2012

Understanding and Utilizing Financial Statements of Nonprofit Organizations

Financial statements provide a wealth of financial information about a nonprofit organization's most recent month, quarter ...
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August 14, 2012

Tax Court Denial of Charitable Deductions

The Tax Court recently ruled that a married couple's significant amount of charitable contributions were not ...
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July 30, 2012

New Tax on Investment Income to Support Medicare

The recent Supreme Court ruling on the healthcare law upheld the Patient Protection and Affordable Care ...
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July 19, 2012

IRS Audits Foreseeable for Ultra-Wealthy

The Internal Revenue Service (IRS) has ramped up its efforts in recent years by expanding its ...
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June 27, 2012

Regulatory Changes to Pension Plans – Upcoming Deadlines

In an effort to clarify the general ambiguity that looms over pension plans and fees paid ...
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June 5, 2012

A Trust That Keeps on Giving

With a properly executed estate plan, your wealth can be enjoyed by your children and even ...
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May 29, 2012

Business Vehicle Depreciation Limits Released for 2012

The IRS recently released the updated version of allowable depreciation limits for business passenger vehicles and ...
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May 22, 2012

Social Security Statements Available Online

As of May 1, the Social Security Administration now provides workers, ages 18 and over, with ...
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April 23, 2012

Key Provisions of the JOBS Act

On April 5, President Obama signed into law the Jumpstart Our Business Startups Act (JOBS Act), ...
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April 4, 2012

Planning a Successful CRM Project

"Plan the work and work the plan." That's what my grandfather always used to tell me. ...
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