Blog

How Will the “TCJA” Affect Me or My Business?

{7 minutes to read}  This October the curtain came down on the 2017 tax year. Now, all eyes are focused on how the Tax Cuts and Jobs Act (TCJA) will impact the 2018 tax year, and How will I be affected?

All Pass-Through Entities: Tax Planning is Imperative This Year

The focus of this article is to highlight how the owners of pass-through entities are impacted under the new tax rules. Though the intent of the law is to simplify your tax reporting requirement, this has not yet been achieved for businesses with pass-through entity income. Before we get into the details, this year planning […]

Don’t Wait! Get the Tax Guidance You Need Before It Is Too Late!

{5 minutes to read}  We are already in the heat of summer; yet the atmosphere surrounding the unknown impact of the new tax law still creates a chilly feeling. While you may just want to wait to see, that is, be more reactive in nature, we don’t suggest you do that as the new tax […]

2017 Tax Year is Almost Behind Us. How Will the New Tax Laws Affect You and Your Business in 2018?

{8:24 minutes to read}  The chatter seems to have decreased regarding the new tax laws, but the uncertainty still seems rather high. The Tax Cuts and Job Act (H.R.1), which is now enacted, affects each of us and our businesses. The intent of the law is explicit in its title, however, in practicality some areas […]

Welcome to 2018 Tax Season!

{7:12 minutes to read}  ​It has been said this is the biggest tax overhaul of the last seven decades; most of us may not have experienced the last one. From a high level overview, notwithstanding the fact that certain individual itemized expenses will be increased, combined & capped, or eliminated, lower income individuals will have […]

2017 Year-End Tax Guide for Businesses

*Due to the weekly changes and updates to the proposed tax law, some of this article’s content may have changed. Once the law is passed, we will update you. {7:06 minutes to read} Now that each chamber of Congress has met, i.e. the House and the Senate, we now await the final verdict regarding how they […]

Year-End Tax Planning for Employees and Families

{8:48 minutes to read} There’s something different about entering the month of November, in my opinion. I believe it is due to how close November is to the end of the year. It’s that penultimate month. November allows us to pause and rethink where we have been and where we would like to be before […]

Where Are We With Tax Reform? (Business/Entrepreneur)

“Planning is a process of choosing among those many options. If we do not choose to plan, then we choose to have others plan for us.” –  Richard I. Winwood    {4:42 minutes to read} Hope you are enjoying the warm sunny days of the season. I can’t help but wonder, is it just me, […]

Where Are We With Tax Reform? (Personal)

“Planning is a process of choosing among those many options. If we do not choose to plan, then we choose to have others plan for us.” –  Richard I. Winwood    {5:12 minutes to read} Hope you are enjoying the warm sunny days of the season. I can’t help but wonder, is it just me, […]

Insurance Policies Part 2: Business

{4:18 minutes to read} In our last article, we looked at the various types of personal insurance an individual should have in order to protect their most valuable asset: themselves. In this blog, we look at the various insurance policies we should have when we are a business owner.