February 18 2019
Kiddie Tax
ADVISORY LETTER — Open the attached PDF document to read our briefing about the revisions made to the “kiddie tax” as a result of the Tax Cut and Jobs Act of 2017
January 5 2019
Charitable Giving – Gifts of Appreciated Property
ADVISORY LETTER — Open the attached PDF document to read our important update briefing about recently issued IRS Charitable Giving – Gifts of Appreciated Property.
December 14 2018
Making the 2018 Stock Market Correction Work for You
ADVISORY LETTER — Open the attached PDF document to read our important update briefing about about the stock market correction and what you can do to make it benefit you.
December 1 2018
Meals Continue To Be Deductible Under New IRS Guidance
ADVISORY LETTER — Open the attached PDF document to read our important update briefing about recently issued IRS guidance clarifying meals and entertainment expense deductions.
November 26 2018
Now is the Time to Get Ready for Taxes: Understand How the New Tax Law Will Affect Your Tax Return
ADVISORY LETTER — Open the attached PDF document to read our important update briefing about a few of the many tax reform changes that have been made under the Tax Cuts and Jobs Act (TCJA) law for 2018.