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Tax Benefits and Limitations of Real Estate Investments

Rental property often offers larger deductions and tax benefits than most investments. Investors should also be aware of IRS real estate limitations from a taxation perspective.

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Section 199A Rental Real Estate Activity Safe Harbor

The taxation of passthrough income was among the many areas… Read more »

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Irrevocable Life Insurance Trusts: Administration Checklist

An Irrevocable Life Insurance Trust (“ILIT”) is a trust that can be used to minimize estate taxes by moving the proceeds of life insurance policies outside of your taxable estate. This article provides a general overview of ILIT funding and administration requirements.

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Navigating Itemized Deductions in the Maze of Tax Reform

This article highlights the tax reform changes to itemized deductions in an easy to read chart for individual taxpayers.

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