Congressional Committee Agreement
Reconciliation is complete! On Friday, December 15th, the congressional conference committee reached an agreement on The Tax Cuts and Jobs Act, H.R. 1 - the bill is expected to be…
2017 Tax Bill: Impact Summary – Take 2
In dramatic form, the U.S. Senate passed the Tax Cuts and Job Act, H.R. 1 in the wee hours of Saturday, with only one member breaking party lines. Not so…
2017 Tax Bill: Impact Summary – Take 1
Let the debate begin!! Last week the House released details of the Tax Reform plan to elaborate on the one-pager released by the White House earlier this year. Rest assured…
The HSA – a Tax Tool in the Era of Obamacare
Not all tax-sheltered investments are equal. Take, for example, the HSA, Health Savings Account. It could be a considered an investment choice in an age where healthcare is shifting radically…
EARLY WITHDRAWALS FROM YOUR RETIREMENT ACCOUNT – SHOULD YOU OR SHOULDN’T YOU?
It happens to the best of us – I understand. You lost your job, your kid needs his ACL replaced because of the skateboard ramp that you yourself built in…
Weighing the Options… Which QuickBooks to Choose?
As a QuickBooks ProAdvisor and an Intuit product user for over two decades, I am clearly a proponent of their products. However, when I get the question, “Which version do…
The HSA – a Tax Tool in the Era of Obamacare
Not all tax-sheltered investments are equal. Take, for example, the HSA, Health Savings Account. It could be a considered an investment choice in an age where healthcare is shifting radically…
EARLY WITHDRAWALS FROM YOUR RETIREMENT ACCOUNT – SHOULD YOU OR SHOULDN’T YOU?
It happens to the best of us – I understand. You lost your job, your kid needs his ACL replaced because of the skateboard ramp that you yourself built in…
Tax-Related Identity Theft…
Be on the Lookout!!!In May, the Internal Revenue Service announced the agency had fallen victim to a security breach that resulted in more than 100,000 taxpayer transcripts falling into the…
2013 Tax Planning Options After Year End
In the new year, there are two actions one should keep in mind, which may affect the prior year’s tax liability: (1) Contributions to retirement plans (2) Wash-sales Contributions to…
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