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Current and Past TAX AND BUSINESS ALERT® Articles

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December 2020
What’s your taxpayer filing status?
Intrafamily loans and a family bank
Handle mutual funds carefully at year end
Businesses should review sales tax laws
Titles Available View M/S
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PDF
November 2020
ABLE accounts help those with disabilities
The tax impact of business property remediation
Catching up on catch-up contributions
Do you know the "hidden" advantage of HSAs?
October 2020
The pros and cons of NQDC plans
Beware of "wash sales" when selling securities
Is it time for a cost segregation study?
Tax calendar
Talking about the sandwich generation
September 2020
AMT less "toothy" but may still take a bite
Review your estate plan following a major shock
College savings showdown: 529s vs. Roth IRAs
Reporting a disaster's effects on your financial statements
August 2020
Risks vs. benefits of life insurance loans
Is your portfolio ready for a REIT?
Taking distributions from your traditional IRA
With glitch fixed, consider business property upgrades
July 2020
Protecting yourself from opportunistic fraud
Don’t forget about the payroll tax credit
Charitable giving in a time of crisis
Tax calendar
Installment sales may attract property buyers
June 2020
Don't forget about your 2019 tax return
Keeping up with the net operating loss rules
Should you digitize your tax and financial records?
The marriage penalty still exists under the TCJA
May 2020
Rolling over capital gains into a qualified opportunity fund
Heed the lessons of your tax return and check your withholding
Benefit with a twist: The Roth 401(k)
A large unpaid tax bill could put your passport at risk
April 2020
Executive compensation requires informed decision-making
Reviewing business meal expenses under today's tax rules
Seniors: Medicare premiums could lower your tax bill
Federal financial and tax relief addresses the coronavirus crisis
Protect your estate with these two essential documents
March 2020
Gig workers, know your tax responsibilities
Is the Family and Medical Leave Act credit right for your business?
The 2019 gift tax return deadline is almost here, too
Raising financially responsible kids
February 2020
The TCJA effect : Qualified residence interest
Careful tax planning required for incentive stock options
Own a pass-through entity? Beware the Ides of March
Accounting for the near and the long term in a family budget
JANUARY 2020
Determining an employee's "home" for reimbursement purposes
What to do about fraudulent credit or debit card charges
Every business owner needs an exit strategy
Tax calendar
Do you know your tax bracket?
DECEMBER 2019
Asset protection is just as important as tax planning
Year-end tax and financial to-do list for individuals
5 last-minute tax moves for your business
Pump the brakes before donating that vehicle to charity
NOVEMBER 2019
Business owners, your bad debts may be deductible
Making gifts to loved ones? Don't forget tax planning
Act now to save 2019 taxes on your investments
Living the dream of early retirement
OCTOBER 2019
Step carefully with loans betwixt a business and its owner
Is "bunching" medical expenses still feasible in 2019?
Tax calendar
Cost segregation studies can benefit business owners
Mortgage matters: To pay down or not to pay down
SEPTEMBER 2019
The tax cost of divorce has risen for many
Double up on tax benefits by donating appreciated artwork
How businesses can assess risk of worker misclassification
4 types of information you need to prepare for disaster
AUGUST 2019
Consider the flexibility of a self-directed IRA
Tax document retention guidelines for small businesses
Know a teacher? Tell'em about this tax break!
Planning for the net investment income tax
JULY 2019
Estate planning portability lives on under the TCJA
Be ready for anything with regular business valuations
Could an FLP help your business succession plan?
Tax calendar
No surprises: Why you should check your tax bracket
JUNE 2019
TCJA inspires many business owners to reconsider entity choice
Consider the tax advantages of qualified small business stock
Vacation homes: Do you understand the tax nuances?
Ensuring your long-term care policy is tax-qualified
MAY 2019
Innocent spouse rules offer protection under some circumstances
Deducting business losses for pass-through entities
Send your kids to day camp and you may get a tax break
Should you be worried about an IRS audit?
APRIL 2019
Running your personal finances like a business
Business vs. hobby: The tax rules have changed
Are income taxes taking a bite out of your trusts?
Small business owners should double-check their tax returns
Tax calendar
MARCH 2019
Weigh the tax impact of income vs. growth when investing
Deducting charitable gifts depends on a variety of factors
Did you repair your business property or improve it?
There may be unclaimed property with your name on it
FEBRUARY 2019
Multistate resident? Watch out for double taxation
You've got time: Small businesses can still set up a 2018 SEP plan
Fewer taxpayers to qualify for home office deduction
Throwing snowballs at your mountain of debt
JANUARY 2019
Installment sales: A viable option for transferring assets
How to trim the fat from your inventory
Laying the groundwork for your 2018 tax return
7 ways to prevent elder financial abuse
Tax calendar
DECEMBER 2018
An intrafamily loan is worth careful consideration
Use capital losses to offset capital gains
Accelerating your property tax deduction to reduce your tax bill
Is a PTO contribution arrangement right for your business?
NOVEMBER 2018
Taxable vs. tax-advantaged: Where to hold investments
Is now the time for some life insurance?
Getting caught up with the latest catch-up contributions
Year-end tax strategies for accrual-basis businesses
OCTOBER 2018
Are you a member of the Sandwich Generation?
Avoid penalties by abiding by the NQDC tax rules
DOL has increased scrutiny of defined benefit plans
Catching up with the home mortgage interest deduction
Tax calendar
SEPTEMBER 2018
TCJA draws a silver lining around the individual AMT
How spouse-owned businesses can reduce self-employment taxes
Study up on the tax advantages of a 529 savings plan
When is bartering taxable?
AUGUST 2018
Take note of the distinctive features of Roth IRAs
Assessing your exposure to the estate tax and gift tax
LLC and LLP owners should befriend the PAL rules
Is your company overpaying on sales and use taxes?
JULY 2018
Don't let the kiddie tax play costly games with you
4 questions to ask before hiring household help
ESOPs offer businesses tax and other benefits
Retirement plan options for business owners
Tax calendar
JUNE 2018
How to be tax-smart when it comes to mutual funds
Deducting home equity interest under the Tax Cuts and Jobs Act
3 common types of IRS tax penalties
Beware of tax traps when making an employee a partner
MAY 2018
Do you have your own wealth management plan?
Choosing between a calendar tax year and a fiscal tax year
Get an early tax "refund" by adjusting your withholding
Foreign accounts call for specific reporting requirements
APRIL 2018
Getting to know your credit and debit cards a bit better
No kidding: Child credit to get even more valuable
What is "reasonable compensation," anyway?
The new deal on employee meals (and entertainment)
Tax calendar
MARCH 2018
Dynasty trusts are more valuable than ever
Heed the warning signs of W-2 phishing scams
Business owners: Brush up on bonus depreciation
The changing face of personal exemptions and the standard deduction
FEBRUARY 2018
Take a look at the domestic production activities deduction
Making 2017 retirement plan contributions in 2018
Do you know the tax impact of your collectibles?
When an elderly parent might qualify as your dependent
JANUARY 2018
Still important: The tax impact of business travel
Help prevent tax identity theft by filing early
Owner-employees need to stay up to speed on employment taxes
4 financial planning tips for second marriages
Tax calendar

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