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Individual Tax Articles

 

IRS Approves Spousal IRA Rollover Despite Existence of Trust

IRS Approves Spousal IRA Rollover Despite Existence of Trust

Posted by Robert Ingrasci on July 02, 2019

The IRS has privately ruled that a surviving spouse can roll over her deceased spouse's IRA — payable to a trust of which she is sole trustee and beneficiary — into her own IRA. Generally, where an IRA beneficiary is a trust, a surviving spouse is barred from treating a decedent's IRA as her own account.

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IRS and Treasury Release Second Set of Opportunity Zone Guidance

IRS and Treasury Release Second Set of Opportunity Zone Guidance

Posted by Cory Van Deusen V on June 14, 2019

On April 17, 2019, the IRS and Treasury issued its much anticipated second set of proposed regulations under Internal Revenue Code, Section 1400Z-2, Special rules for capital gains invested in opportunity zones. 

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New York State Updates the STAR Program For 2019

New York State Updates the STAR Program For 2019

Posted by Sara Dayton on June 07, 2019

Beginning this year, the NYS Department of Taxation and Finance released two updates to the STAR (School Tax Relief) program.

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Personal Property Tax Compliance: Eight Frequently Missed Issues That Can Lead to Overpayments

Personal Property Tax Compliance: Eight Frequently Missed Issues That Can Lead to Overpayments

Posted by Mark Stack on May 13, 2019

Understanding and adhering to the multitude of personal property tax compliance obligations throughout the thousands of jurisdictions that assess personal property taxes can be administratively burdensome. A company’s personal property tax liabilities can be impacted if a company is not equipped to navigate the differing rules and opportunities in the jurisdictions in which its personal property is located. The following summarizes the most often overlooked items that result in overpayments of personal property taxes by any organization.

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Wealth Planning Opportunity | Spousal Limited Access Trust

Wealth Planning Opportunity | Spousal Limited Access Trust

Posted by Cheryl A. Jankowski on May 09, 2019

Tax reform legislation doubled the federal estate, gift, and generation-skipping transfer (GST) tax exemption to $11.18MM (as indexed for inflation) per person. This created a seven-year window for increased wealth transfer planning.

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Important Tax Figures for 2019

Important Tax Figures for 2019

Posted by Kelsey Kuppinger on January 10, 2019

The following table provides some important federal tax information for 2019, as compared with 2018.

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Federal Government Shutdown Creates Tax Filing Uncertainty

Federal Government Shutdown Creates Tax Filing Uncertainty

Posted by Cory Van Deusen V on January 10, 2019

The government shutdown is nearing its third week, just as the 2018 tax filing season is beginning to gear up. How will it affect your tax filing preparations?

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2018 Year-End Tax Planning for Individuals

2018 Year-End Tax Planning for Individuals

Posted by Dale Demyanick, Mark Janulewicz, Brian Kern, Michē Needham, David Schlein, Cory Van Deusen V on January 03, 2019

Like an annual physical examination is important for maintaining good health, an annual financial examination that includes year-end tax planning can enhance your financial well-being.

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Estate Tax Planning Tips for Single People

Estate Tax Planning Tips for Single People

Posted by Robert Ingrasci on December 17, 2018

Estate planning is an important part of your overall wealth management strategy, especially if you're unmarried. Fortunately, under the Tax Cuts and Jobs Act (TCJA), estate tax issues are less of a concern. 

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Act Now to Cut Your 2018 Tax Bill

Act Now to Cut Your 2018 Tax Bill

Posted by Michē Needham on November 15, 2018

If you’d like to reduce your 2018 tax liability, consider taking these year-end tax planning steps now.

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