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Tax Articles

 

Five Summertime Tax Planning Strategies for Individuals

Five Summertime 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, summertime is a good time to start thinking about your tax planning strategies. Taking into consideration the Tax Cuts and Jobs Act (TCJA), here are our top five summertime tax planning tips. 

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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 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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Dynasty Trusts Are More Valuable than Ever

Dynasty Trusts Are More Valuable than Ever

Posted by Cheryl A. Jankowski on June 28, 2019

The Tax Cuts and Jobs Act has brought great changes to estate planning. In doing so, it bolstered the potential value of dynasty trusts. This article explains why these trusts are well worth considering for tax purposes. We'll also look at valid nontax reasons for establishing one.

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Beneficiaries Learn a Lesson About Paying Estate Taxes

Beneficiaries Learn a Lesson About Paying Estate Taxes

Posted by D’Marie Murray on June 27, 2019

Beneficiaries of a South Dakota estate failed to make a payment when submitting a federal estate tax return — and again failed to pay when the IRS subsequently notified them of additional assessments. The IRS sued. In U.S. v. Ringling (2017), a district court reviewed the facts and ultimately granted the IRS's summary judgment motion.

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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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Article IRS Announces Changes for Personal Use of Employer-Provided Vehicles

Article IRS Announces Changes for Personal Use of Employer-Provided Vehicles

Posted by Kevin Smeader on June 11, 2019

The free use of a company car is one of the best perks an employee may receive as part of a compensation package, but the benefit to the employee isn't completely “free” under current tax law.

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DOL Updates Guidance on Independent Contractor Status

DOL Updates Guidance on Independent Contractor Status

Posted by Megan Morris on June 11, 2019

The so-called “gig economy” challenges conventional practices between companies and the people who perform the work. A key question is: Are these workers independent contractors or employees?

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When to Update Your Estate Plan

When to Update Your Estate Plan

Posted by Cheryl A. Jankowski on June 11, 2019

Estate planning isn't just for the rich and famous. While it's true that the Tax Cuts and Jobs Act (TCJA) provides generous estate tax relief, even for well-to-do families, the need for estate planning has not been eliminated. There are still numerous reasons to develop a comprehensive estate plan and regularly update it.

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Overwhelmed by Wayfair? Automation Can Help

Overwhelmed by Wayfair? Automation Can Help

Posted by Mark Stack on June 11, 2019

Companies across industries and of all sizes have to contend with the fallout resulting from Wayfair, but it has been particularly onerous for middle-market companies.

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Tax Issues When Winding Up the Estate of a Loved One

Tax Issues When Winding Up the Estate of a Loved One

Posted by Robert Ingrasci on June 10, 2019

When a loved one who was “financially comfortable” passes away, his or her family must deal with the emotional issues that come with the loss — as well as winding up the decedent's financial affairs.

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