Resources

Mid-year tax planning

How IRAs affect Medicaid planning

New rules for business travel deductions

Tax calendar

New information regarding out-of-state dealers for Tennessee Sales Tax has been issued.

May 2019

What’s inside

Using the 0% tax rate

Working around the new “kiddie tax”

Final regulations clarify IRC Section 199A

Tax calendar

April 2019 Client Bulletin:  The standard deduction’s double standard and Roth solo 401(k)s for (very) small businesses.

Contribute to IRA by April 15, 2019 for 2018 tax returns

The new math of municipal bonds

Handling qualified charitable distributions

Deducting qualified business income

What’s inside

Putting stock market volatility in perspective

Making stock sales less taxing

New tax law enhances the appeal of C corporations

Tax calendar

January 2019 Client Bulletin

Double (and triple) IRA season is here

Do you need to send Form 1099s?

December 2018

What’s inside

The new SALT deduction limits will affect home sales

Powers of attorney can be vital documents

How to handle year-end bonuses

Tax calendar