Articles worth reading. Advisory letters worth re-reading.

November 14 2018

Qualified Opportunity Zones

ADVISORY LETTER — Open the attached PDF document to read our important update briefing about the opportunity to defer and partially eliminate federal income taxes on capital gains through the use of Qualified Opportunity Funds (“QOF”).

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January 30 2017

2016 Tax Return Filing Changes

ADVISORY LETTER — To our Clients: As part of a national effort by states to combat identity theft, tax return preparers are now required to ask you to provide your driver’s license number with the filing of your state tax return. Providing this information gives the applicable Department of Revenue an extra security measure to […]

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