Tax Implications of Refinancing Your Home

Tax Implications of Refinancing Your Home

You may be thinking about refinancing this year to take advantage of falling interest rates. Or you may have refinanced your home mortgage last year and have yet to file your 2018 return (because you filed an extension). Either way, there are important federal income...

read more
The Clock May be Ticking on Corporate Stock Redemptions

The Clock May be Ticking on Corporate Stock Redemptions

Favorable individual federal income tax rates established by the Tax Cuts and Jobs Act (TCJA) are scheduled to expire at the end of 2025. But some analysts think that they could be repealed sooner, depending on the results of next year’s presidential election and the...

read more
Expanding Retirement Plan Options for Small Businesses

Expanding Retirement Plan Options for Small Businesses

A new final rule from the U.S. Department of Labor (DOL) clarifies some of the ins and outs of multiple employer plans (MEPs). These are defined contribution retirement plans—such as 401(k) plans—that are sponsored by an association or employer group on behalf of...

read more
FAQs about LTC Insurance and Your Taxes

FAQs about LTC Insurance and Your Taxes

If you or a loved one needs long-term care, you probably don't want to pay it from your hard-earned savings. Instead, consider purchasing a long-term care (LTC) insurance policy. As a bonus, qualified LTC policies may deliver some tax breaks. Here are answers to some...

read more
Is a New Individual Health Plan in Your Future?

Is a New Individual Health Plan in Your Future?

  First the old news: Under the Affordable Care Act (ACA), employers with at least 50 employees (or full-time equivalents) are required to provide health benefits and pay for a good portion of the cost. And many smaller employers that aren't required to offer...

read more
Hot Midyear Tax Planning Ideas for Individuals

Hot Midyear Tax Planning Ideas for Individuals

The summer months are a good time to brainstorm tax planning strategies. Some ideas will help cut your tax bill for the current year; others will allow you to minimize future taxes. Here are various short- and long-term strategies to consider. They factor in changes...

read more
DOL Updates Guidance on Independent Contractor Status

DOL Updates Guidance on Independent Contractor Status

The so-called "gig economy" challenges conventional practices between companies and the people who perform the work. A key question is: Are these workers independent contractors or employees? The U.S. Department of Labor (DOL) recently published a new wage and hour...

read more
Summer Loving? Think About Taxes Before You Tie the Knot

Summer Loving? Think About Taxes Before You Tie the Knot

For many couples, summer is the quintessential time to tie the knot. The weather is warm, the flowers are blooming and nature offers plentiful backdrops for photos. But there's more than the ceremony to consider when a couple merges their lives, including taxes and...

read more

Share On Social Media

Subscribe to our Blog

Enter your email address to subscribe to our blog and we’ll send you email notifications each time we post a new story.