Tax

Could Medicare Premiums Lower Your Taxes?

Health Care is a top concern for many Americans, especially people who are age 65 and older. While these individuals…

M&A due diligence: Don’t accept financial statements at face value

The M&A market was hot last year, and that momentum is expected to continue in 2019. Before acquiring another business,…

What will your marginal income tax rate be?

While the Tax Cuts and Jobs Act (TCJA) generally reduced individual tax rates for 2018 through 2025, some taxpayers could…

10 New Year’s Resolutions to Improve Your Personal Financial Position

Have you ever kept a New Year’s resolution for the entire year? Every January, millions of Americans make promises to…

Fourth Quarter Newsletters 2018

Quarterly collection of current topics, news alerts and industry updates. Dealership Newsletter – December 18, 2018 Business Valuation Newsletter –…

Estate Tax Planning Tips for Married Couples

For married people with large estates, the Tax Cuts and Jobs Act (TCJA) brings welcome relief from federal estate and…

Estate Tax Planning Tips for Single People

Estate planning is an important part of your overall wealth management strategy, especially if you’re unmarried. Single parents may worry…

Small Employers: Should You Jump on the MEP Bandwagon?

Today, approximately 38 million private-sector employees in the United States lack access to a retirement savings plan through their employers….

Are You Eligible for the New Dependent Credit and HOH Filing Status?

The IRS continues to publish guidance to clarify provisions of the Tax Cuts and Jobs Act (TCJA). Here’s what you…

How Much Will Social Security Recipients Collect Monthly in 2019?

Monthly Social Security and Supplemental Security Income (SSI) benefits for more than 67 million Americans will increase just 2.8% in…