Newsletters

Tax Alerts
Tax Briefing(s)

The bipartisan infrastructure bill passed the House of Representatives in a late night vote on November 5 by a 228-206 vote with 13 Republicans crossing the aisle to get the bill across the finish line after 6 Democrats voted the bill down.


The IRS has released the annual inflation adjustments for 2022 for the income tax rate tables, plus more than 56 other tax provisions.


The 2022 cost-of-living adjustments (COLAs) that affect pension plan dollar limitations and other retirement-related provisions have been released by the IRS.


The IRS has released additional Paycheck Protection Program (PPP) loan forgiveness guidance.


The IRS issued guidance related to the application of the per diem rules under Rev. Proc. 2019-48 to the temporary 100-percent deduction for business meals provided by a restaurant.


The IRS has released guidance which addresses the federal income tax treatment and information reporting requirements for payments made to or on behalf of financially distressed individual homeowners by a state with funds allocated from the Homeowner Assistance Fund (HAF).


The IRS has urged taxpayers, including ones who received stimulus payments or advance Child Tax Credit payments, to follow some easy steps for accurate federal tax returns filing in 2022.


All members of the G20 on October 30 endorsed a global corporate minimum tax rate of 15 percent in an effort to eliminate countries slashing corporate tax rates and creating tax shelters to attract large multinational corporations.


In a case of first impression, the Tax Court retained jurisdiction over a petition for redetermination with respect to a whistleblower's claim for an award after the petitioner’s death.


An S corporation’s disposition of a major league baseball team was a disguised sale to a newly formed partnership.


  • TAX STRATEGIES FOR INDIVIDUALS AND FAMILIES
  • INVESTMENT PLANNING
  • TAX PLANNING FOR BUSINESS
  • PLANNING FOR THE FUTURE
  • THE CURRENT 2020 TAX CLIMATE
  • NATIVE MINIMUM TAX (AMT)
  • TAX CREDITS & DEDUCTIONS
  • EDUCATION STRATEGIES
  • ESTIMATED TAX PAYMENTS
  • TAXES FOR DOMESTIC HELP
  • CHILDREN’S TAXES
  • CHANGES TO EXEMPTIONS
  • SUPPORTING YOUR PARENTS
  • TAX STRATEGIES FOR HOMEOWNERS
  • IRAs FOR KIDS
  • TAXES & DIVORCE
  • MANAGING RECEIPT OF INCOME
  • YEAR END TAX PLANNING TIPS
  • CAPITAL GAINS & LOSSES
  • APPRECIATING INVESTMENTS
  • OTHER CONSIDERATIONs
  • PASSIVE ACTIVITIES
  • MUTUAL FUNDS
  • BONDS
  • REAL ESTATE
  • INVESTING IN SMALL BUSINESSES
  • THE CARES ACT: $2 TRILLION STIMULUS PACKAGE INCLUDES SMALL BUSINESS LOAN RELIEF
  • INVESTING IN SMALL BUSINESSES
  • EMPLOYER-PROVIDED BENEFITS
  • BUSINESS TAX CREDITS & DEDUCTIONS
  • CHOOSING THE BEST INVENTORY METHOD
  • BENEFITING FROM BUSINESS LOSSES
  • DEDUCTIONS FOR MEALS, ENTERTAIN- MENT, AND TRANSPORTATION COSTS
  • EMPLOYEE OR INDEPENDENT CONTRACTOR?
  • RETIREMENT STRATEGIES
  • ESTATE PLANNING

  • INTRODUCTION
  • 2020 MAY BE OUR LAST CHANCE TO TAKE ADVANTAGE OF THESE TRADITIONAL  BUSINESS TAX BREAKS 
  • HIGHLIGHTS OF SELECTED COVID-RELATED TAX PROVISIONS IMPACTING BUSINESSES
  • SELECTED TAX CHANGES INCLUDED IN OTHER RECENT LEGISLATION
  • TRADITIONAL YEAR-END TAX PLANNING TECHNIQUES  
  •  FINAL COMMENTS                                   

  • INTRODUCTION
  • 2020 MAY BE OUR LAST CHANCE TO TAKE ADVANTAGE OF THESE TRADITIONAL TAX BREAKS
  • HIGHLIGHTS OF RECENT LEGISLATIVE CHANGES
  • HIGHLIGHTS OF TRADITIONAL YEAR-END TAX PLANNING TECHNIQUES