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

Vacation Homes: Do you understand the tax nuances?

August 5, 2016

A vacation home can provide a welcome retreat from the hustle and bustle of everyday life for busy individuals and families. But that's not all: Owning a vacation home also…

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File Early to Avoid Tax Identity Theft

August 5, 2016

If you're like many Americans, you may not start thinking about filing your tax return until the April 15 deadline (this year, April 18) is just a few weeks —…

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Deduct Home Office Expenses – If you’re Eligible

August 5, 2016

Today it’s becoming more common to work from home. But just because you have a home office space doesn’t mean you can deduct expenses associated with it. Eligibility Requirements If…

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New Law Extends and Enhances Numerous Tax Breaks

August 5, 2016

At the end of last year, the Protecting Americans from Tax Hikes Act of 2015 was signed into law. Known as the PATH Act, it does more than just extend…

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Law Closes Loopholes Involving Social Security Benefits but Some May Still Be Able to Take Advantage

August 5, 2016

A law passed last year closes loopholes in the Social Security rules that have allowed married couples to receive more benefits over their lifetimes by following certain strategies. The Bipartisan…

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How to Max Out Education- Related Tax Breaks

August 5, 2016

If there was a college student in your family last year, you may be eligible for some valuable tax breaks on your 2015 return. To max out your education-related breaks,…

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