Tax news & monthly client alert
Tax news
At Bigelow & Company, our goal is to be your financial resource. Check back frequently for the latest financial and tax news.
Monthly client alert
Click the icons below to view each issue. To get the Monthly Client Alert in your inbox, fill out our contact form and check the box for “Monthly Client Alert”.
December 2020
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
November 2020
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
October 2020
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
September 2020
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
August 2020
IN THIS ISSUE: Protecting Risks Vs. Benefits of Life Insurance Loans; Is Your Portfolio Ready for a REIT?; Taking Distributions From Your Traditional IRA
July 2020
IN THIS ISSUE: Protecting Yourself From Opportunistic Fraud; Don't Forget About the Payroll Tax Credit; Charitable Giving in a Time of Crisis
June 2020
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?
May 2020
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
April 2020
IN THIS ISSUE: Executive Compensation Requires Informed Decision-Making; Reviewing Business Meal Expenses Under Today's Tax Rules; Medicare Premiums Could Lower Your Tax Bill; Protect Your Estate with These Two Essential Documents
March 2020
IN THIS ISSUE: Gig Workers, Know Your Responsibilities; Is the Family and Medical Leave Act Credit Right for Your Business? The 2019 Gift Tax Return Deadline is Almost Here; Raising Financially Responsible Kids
February 2020
IN THIS ISSUE: Qualified Residence Interest; Careful Tax Planning Required for Incentive Stock Options; Own A Pass-Through Entity? Beware the Ides of March; Accounting for the Near and the Long-Term in a Family Budget
January 2020
IN THIS ISSUE: Determining an Employee's "Home" for Reimbursement Purposes, What to Do About Fraudulent Credit or Debit Card Charges, Every Business Owner Needs an Exit Strategy, Do You Know Your Tax Bracket?
