Client Advisor – Winter 2021

Shareholders of S-Corporations, as We Move Into December, There Are Two Things You Need to Do. Shareholders who own more than 2% of the shares in the S-corporation are required to report health insurance premiums paid on their behalf by the business on their W-2. This is a valuable deduction and must be reported correctly to take…

Client Advisor – Summer 2021

The past year has been challenging to say the least. Hopefully the COVID-19 crisis, which affected all of us in some ways, is nearing the end. While it has been difficult to focus attention on much other than the health and safety of our loved ones, tax planning can’t take a back seat forever. In addition to normal midyear planning ideas, legislation enacted by…

Client Advisor – Winter 2020

We hope that you and your loved ones are safe as you deal with the current COVID-19 crisis. It’s possible that additional COVID-19 related tax changes could continue to be implemented as the year wraps up and into January 2021. As always, we’re paying close attention to the everchanging tax environment to discover tax planning opportunities that could put more…

Client Advisor – Fall 2020

We hope that you and your loved ones are safe as you deal with the current COVID-19 crisis. What an incredibly difficult year this has been! This most recent tax season was unlike any we’ve ever experienced. We are reaching out today to discuss some opportunities that should be addressed sooner rather than later for 2020 tax planning…

Client Advisor – Fall 2019

Mid Year Tax Planning Year-end Planning Moves for Individuals. Here are some strategies that may lower your individual income tax bill for 2019…

Client Advisor – Summer 2019

Mid Year Tax Planning It’s hard to believe that about 18 months have passed since President Trump signed into law the Tax Cuts and Jobs Act (TCJA)—the largest major tax…

Client Advisor – Spring 2018

Benefits of Qualified Small Business Corporations Enacted on 12/22/17, the Tax Cuts and Jobs Act (TCJA) established a flat 21% federal income tax rate for C corporations, including Qualified Small…..

Client Advisor – Winter 2018

2018 Year-End Tax Planning Under TCJA With year-end approaching, now is the time to take steps to cut your 2018 tax bill. Here are some relatively foolproof year-end…

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