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Monthly client alert
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IN THIS ISSUE: Considering a Roth IRA Conversion; Worker Classification is Still Important; Be Prepared for Taxes on SS Benefits; How the CAA Affects Education Funding
IN THIS ISSUE: 6 Why the Child Tax Credit is so Valuable; Claiming the Home Office Deduction; Consider Taxes Before Moving Out of State; What is Your Financial Personality?
IN THIS ISSUE: 6 Key Tax Q&As for 2021; Business Bartering is Taxable; Are You at Risk for Investment Fraud?; Twice as Nice: The Temporary Gift Tax Break
IN THIS ISSUE: What's Your Taxpayer Filing Status?; Intrafamily Loans and a Family Bank; Handle Mutual Funds Carefully at Year End; Businesses Should Review Sales Tax Laws
IN THIS ISSUE: Able Accounts Help Those With Disabilities; The Tax Impact of Business Property Remediation; Catching Up on Catch-Up Contributions; The "Hidden" Advantage of HSAs
IN THIS ISSUE: The Pros and Cons of NQDC Plans; Beware of "Wash Sales" When Selling Securities; Is It Time For a Cost Segregation Study; Talking About the Sandwich Generation
IN THIS ISSUE: AMT Less "Toothy" But May Still Take a Bite; Investors Beware; Review Your Estate Plan Following a Major Shock; College Savings Showdown; Reporting a Disaster's Effects on Your Financial Statements
IN THIS ISSUE: Protecting Risks Vs. Benefits of Life Insurance Loans; Is Your Portfolio Ready for a REIT?; Taking Distributions From Your Traditional IRA
IN THIS ISSUE: Don't Forget About Your 2019 Tax Return; Keeping Up With the Net Operating Loss Rules; Should You Digitize Your Tax and Financial Records?
IN THIS ISSUE: Rolling Over Capital Gains Into a Qualified Opportunity Fund; Heed the Lessons of Your Tax Return and Check Your Withholding; Benefit With a Twist; A Large Unpaid Tax Bill Could Put Your Passport at Risk