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

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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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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