It’s Time To Be Looking at Year-End Tax Planning

By Jordon Rosen, CPA, MST, AEP® It’s never too early to think about tax planning and with new rules in force for 2018 (Tax Cuts and Jobs Act, the “Act,” or “TCJA”), NOW is a good time. Below are a few key provisions of the Act with related planning tips. Keep in mind that most individual provisions are temporary and … Continued

The Tax Cuts and Jobs Act: Things to Consider Now

Congress is enacting the biggest tax reform law in thirty years, one that will make fundamental changes in the way you, your family, and your business calculate your federal income tax bill, and the amount of federal tax you will pay.

Year-End Planning With Losses Can Save Taxes

Yearend planning with losses may seem like a whole lot of work for nothing, but different categories of losses have different hoops you have to jump through, so understanding the rules is key to getting the most out of your losses.

A Framework For Fixing Our Broken Tax Code

On September 27th, the Trump Administration, along with the House Ways and Means Committee and the Senate Committee on Finance released a unified framework for fixing our tax system.