May 04, 2020
How to Accelerate 2020 Disaster Losses to 2019 TaxesThe federal emergency declaration declared on March 13 triggered IRC Section 165(i), which helps with natural disaster losses.
April 22, 2020
4 Tax Opportunities Created by Market Downturn, StimulusThe market decline and the CARES Act provide long-term planning opportunities that don't come around very often.
April 07, 2020
Stimulus Options to Help Small Business, Employees Stay AfloatThe CARES Act provides a fresh batch of aid, including help for small businesses and employees.
April 01, 2020
Be Not Afraid: Tax-Aware Retirement Planning Is Not 'Tax Advice'Advisors can, and should, craft tax-efficient retirement strategies for clients without crossing that line. Here's how.
March 18, 2020
'Side Gig' Losses: 9 Tax Rules to Determine Hobby or Business ActivityMany taxpayers have "side gigs" that can involve gains or losses that are big enough to have important tax implications.
March 10, 2020
A Big IRA Question: Do I Change the Beneficiary Post-Secure Act?The potential for a big tax hit in year 10 means that IRA account owners should revisit their beneficiary designations now.
March 09, 2020
Are Your Clients Buckled Up for Market Chaos?Here's how to help your clients overcome their fear of the unknown.
March 02, 2020
Digging Into IRS' Secure Act RMD GuidanceWhile much of the new guidance is technical in nature, understanding what we don't yet know can be important to advising clients on important questions.
February 19, 2020
Secure Act's New Retirement Plans: MEPs, ARPs & PEPsNext year, small-business clients will have even more options for providing retirement benefits to employees.
February 07, 2020
'Kiddie Tax' Redux: Running the Math on the Retroactive Break for 2019The "kiddie tax" change ironically ended up being one of the more complex provisions of the tax reform package.