Preparing for Certainties in Life (Death & Taxes): Part 1
December 2, 2021
Breaking Down the Estate Planning Process You’re ready to embark on the journey of securing your assets with an estate
Tag: Tax Planning
Biden’s Build Back Better Act and Potential Tax Planning Priorities
September 20, 2021
Washington D.C. is working on Joe Biden’s Build Back Better Act (the “BBBA”) which is, in part, a spending bill
National Taxpayer Advocate Service Warns of 2019 and 2020 Tax Trap for Refunds
June 3, 2021
To help taxpayers during the COVID-19 pandemic, the IRS postponed the 2019 tax return filing deadline from April 15 to
President Biden’s $2.24 Trillion Infrastructure Overhaul and Corporate Tax Proposal
April 7, 2021
Following its $1.9T COVID-19 relief bill, the Biden Administration released details of its next spending bill, the “American Jobs Plan,”
Update: Ohio Extends Tax Deadline to May 17th
March 18, 2021
The Internal Revenue Service (IRS) announced Wednesday that the deadline to file individual federal income tax returns for the 2020
Estate Planning Implications of 2020 Election
November 19, 2020
With Joe Biden as the President-elect and the fate of the Senate to be determined, one may want to consider
IRS Issues Guidance on Presidential Order to Defer Payroll Taxes
August 31, 2020
On August 8, 2020, President Trump issued a Presidential Memorandum directing the Secretary of the Treasury to use his authority
CARES Act Allows Coronavirus-Related Relief for Retirement Plans and IRAs
June 26, 2020
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) provides for special rules concerning coronavirus-related distributions, rollovers, loans, and
IRS Penalty Waiver Expanded for Tax Withholding and Estimated Tax Payments
March 25, 2019
Failure to pay enough income tax into the federal system during the associated tax year can result in the IRS
IRS Issued Final Regulations on Charitable Deduction Substantiation
August 10, 2018
The IRS issued final guidance regarding taxpayer cash and noncash charitable contribution deductions. The regulations are effective July 30, 2018,