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Individual Tax Articles

 

Summer Loving? Financial Considerations to Think About Before You Tie the Knot

Summer Loving? Financial Considerations to Think About Before You Tie the Knot

Posted by Kelsey Weigel on August 20, 2019

For many couples, summer is the quintessential time to tie the knot, but there's more than the ceremony to consider when a couple merges their lives, including taxes and other financial issues.

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Five Mid-Year Tax Planning Strategies for Individuals

Five Mid-Year Tax Planning Strategies for Individuals

Posted by Cheryl A. Jankowski on August 05, 2019

Whether you are looking for ideas to help cut your tax bill for the current year, or you are hoping to minimize future taxes, now is a good time to start thinking about your tax planning strategies.

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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 their deceased spouse's IRA — payable to a trust of which they sole trustee and beneficiary — into their own IRA. Generally, where an IRA beneficiary is a trust, a surviving spouse is barred from treating a decedent's IRA as their 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 Weigel on January 09, 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 09, 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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