A vacation home that generates income and provides a place… Read more »
Industry: High Net Worth Individuals
Three Reasons a Daily Money Manager is Right for You
Keeping track of your money can often feel like a… Read more »
Cryptocurrency and Tax Planning
Most of us are familiar with some forms of digital… Read more »
Online Submission for Form 2848/8821 Available for Tax Professionals
Per IRS Issue IR-2021-20 dated January 25th, 2021, accounting and… Read more »
IRS Audit Notice: What do I do?
First, if you ever receive an IRS audit notice or… Read more »
How to Catch Up on Your Retirement
If you’re 40 or 50 and aren’t where you’d like… Read more »
The Tax Implications for High School and College Athletes
By now, many of you have heard the news about Name, Image, and… Read more »
Making Your Property Energy Efficient Can Make You Money
The 179D tax deduction and 45L tax credit are energy… Read more »
Mining Virtual Currency: What Are the Tax Implications and Consequences?
What is Operation Hidden Treasure? In early March 2021, the… Read more »
Before Sunset Planning under the Tax Cuts and Jobs Act (TCJA)
TCJA changes included an approximate doubling of the unified lifetime exemption of assets that can be passed to recipients free from gift and estate taxes.