Posted By Jordon Rosen, CPA, MST, AEP Multi-disciplinary teaming, also known as collaboration, occurs whenever two or more advisors work together in a process that is “client-centric” to design, recommend, and implement specific strategies to the client. The issue at hand could be as simple as recommending a Roth conversion strategy, but also includes planning for retirement, education, portfolio management, … Continued
With the basic exclusion amount at $11.18 million and growing, along with portability of a decedent’s unused exclusion, most individuals will not have a federal estate tax liability.
We are in the thick of the tax filing season and the call volume to the Internal Revenue Service (IRS) is high, so we would like to share some tips the IRS has communicated which will enable you to get a quick answer.
With the new tax law in full effect, it’s a good idea to reexamine your federal tax withholding for this and future years.
The Tax Cuts and Jobs Act (the Act) made several changes to the rules regarding the deduction of business meals and entertainment.
As the end of the year quickly approaches, the January 31, 2019, 1099-MISC filing requirement is on the horizon.
The Tax Cuts and Jobs Act (TCJA) made several changes to the automobile provisions, which results in various increased benefits for business owners.
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
Unfortunately, there is no shortage of fraudulent schemes to scam you out of your money or grab your identity.
Meals and Entertainment has a long history as targets for perceived (or not) abuse by businesses and taxpayers which in turn brought scrutiny from the IRS.