Business Tax Planning
With year-end approaching, it is time to start thinking about business tax planning for this year and next.
On September 13th, House Ways and Means Committee unveiled their proposals to fund President Biden’s spending priorities.
Form 8938
Both the Form 8938 and FBAR forms require U.S. Persons to report Foreign Accounts to the IRS.
Kids Financially Successful
Monetary transactions look much different than they did when we were kids.
taxpayers
Filing a tax return during a global pandemic is proving to be an interesting feat.
Supplement addendum
On April 30th, the IRS issued Notice 2020-32 pertaining to the deductibility of certain otherwise deductible expenses when the taxpayer receives a Paycheck Protection Program (PPP) loan.
child tax credit
On March 18th, President Trump signed the Families First Coronavirus Response Act (the Act).
Kids Financially Successful
The Tax Cuts and Jobs Act created a new federal tax credit for employers that provide qualified paid family and medical leave to their employees.
emergency fund
The IRS has announced its cost-of-living adjustments to tax items that might affect you.
covid-19 relief package
As we approach the end of the year, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps.
medical expenses
Some of your medical expenses may be tax deductible, but only if you itemize deductions and have enough expenses to exceed the applicable floor for deductibility.
Where to Retire
Choosing a state that has no personal income tax may appear to be the best option, but that might not be the case once you consider property taxes and sales taxes.

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