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Keeping our clients updated with the latest regulatory changes and tips for continued success.

What’s your Charitable Contributions Deduction?

August 5, 2016

When it comes to deducting charitable contributions, all donations are not created equal. As you file your 2015 return and plan your charitable giving for 2016, it's important to keep in…

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Tips for Deducting Losses from a Disaster, Fire or Theft

August 3, 2016

If you suffer damage to your home or personal property, you may be able to deduct these "casualty" losses on your federal income tax return. A casualty is a sudden, unexpected…

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Filing for an Extension Isn’t without Perils

August 3, 2016

Yes, the federal income tax filing deadline is slightly later than usual this year — April 18 — but it’s now nearly upon us. So, if you haven’t filed your…

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Where You Hang Your Hat: Your State Domicile Impacts Multistate Taxation

August 3, 2016

Michael lives in New York and Florida. Melissa lives in California and Utah. Whether they are taxed in both states depends on a number of factors. Here’s an overview of…

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Are Your Social Security Strategies Up to Date?

August 3, 2016

Believe it or not, a bipartisan federal budget deal might affect your retirement planning strategies. The Bipartisan Budget Act of 2015, signed into law last November, eliminated two Social Security…

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What Tax Records Can You Toss Once You’ve Filed Your Return?

August 3, 2016

The short answer is: none. You need to hold on to all of your previous year tax records for now. But this is a great time to take a look…

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