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Tax Strategies
pWhile alternative education paths are on the rise, a traditional education track is still the most readily available to most high school graduating classes.  However, college, professional, and graduate schools are more costly than ever.  The cost of higher education surged more than five hundred percent since 1985.  In fact, higher education cost
Posted October 19, 2018
Tax Planning
pWhen most people think of foreign accounts, they think of ex-pat living overseas and utilizing banks for the accumulation of their payments.  However, many taxpayers may also be subject to the federal Foreign Bank and Financial Accounts or FBAR reporting without realizing it.  The United States Treasury Department’s a href=
Posted October 10, 2018
Business Analysis
pAs technologies advance and real estate costs increase, more and more companies are moving towards allowing workers to telecommute.  With the advantages of having remote employees, comes the question of how these employees interact with the company resources.  While many companies choose to provide workers with computers and cellular phones, techn
Posted October 2, 2018
Tax Strategies
pWith the change in the season and the return of fall, many people begin the act of making their homes less cluttered, and we will all begin to get donation requests in the mail.  As the weather cools, we tend to turn an eye towards end of year tax moves as well.  The Tax Cuts and Jobs Act of 2017 brought about many changes in how businesses and in
Posted September 26, 2018
Business Strategies
pUntil the inception of the a href=https://www.congress.gov/bill/115th-congress/house-bill/1/textTax Cuts and Jobs Act/a, entity selection by businesses was a fairly easy decision.  In most cases, businesses chose a form of pass-through entity, given the high tax rate o
Posted September 17, 2018
Tax Planning
pWhen we are working, taxes are a part of daily life and influence the considerations that we take in our spending habits.  Once we start thinking about retiring, we often forget to add in taxes as a component to our thought process.  It is important to understand your tax situation in retirement prior to retiring so that you will be ready when the
Posted September 10, 2018
Tax Tips
pWe’ve all thought it…  Sitting on the beach in a tropical place while attending a quick meeting via your laptop before hitting the waves in the afternoon sun.  Many people imagine that all they must do is get a work Visa, wave good-bye to family and friends and head to sunnier shores for a bit.  Before you jump ship, or hop a plane, there are impo
Posted September 3, 2018
Tax Planning
pThe a href=https://en.wikipedia.org/wiki/Tax_Reform_Act_of_1986Tax Reform Act of 1986/a first brought about the concept of taxation on the investment and unearned income for those individuals over thirteen and under seventeen years of age.  It is commonly known as the “Kiddie Ta
Posted August 29, 2018
Investment Strategies
pOne of the major complications facing aging individuals is the passing down of wealth to the next generation without creating large tax implications.  The dynasty trust is a straightforward estate planning technique that can substantially reduce taxes./ppThe dynasty trust is a long-term trust, spanning the length of years after the death of the cr
Posted August 21, 2018
Tips
pIdentity theft isn’t a new crime by any stretch of the imagination.  With the use of electronic fund transactions, electronic tax filing, and the general increase of personal data being available online, identity theft is easy to perpetrate and has increased significantly in the last few years./ppThere are numerous expensive services and software
Posted August 13, 2018