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Lumsden McCormick provides resources to assist you as you plan for your business and personal success. Articles published by our accountants, resources available through our affiliation with the BDO Alliance USA and our industry-specific newsletters from our eNewsletter, Numbers First, are listed below. Click here to learn more about our affiliation with the BDO Alliance USA.
To subscribe to our free eNewsletter you may do so online or by contacting Maria Gambacorta.
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Friday, January 18, 2019
How certain are you that you’ve paid enough in taxes for 2018? The myriad of tax law changes in the TCJA has made it difficult to properly estimate 2018 tax liability. The IRS has just provided penalty relief for the underwithholding of 2018 taxes.
Thursday, January 17, 2019
Did you withhold enough money from your regular paychecks in 2018? If you withheld too little — or, didn't pay enough estimated taxes if you're self-employed — you could have an unpleasant surprise when you file your 2018 return.
Thursday, 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?
Thursday, January 10, 2019
The following table provides some important federal tax information for 2019, as compared with 2018.
Dale B. Demyanick, CPA, Mark G. Janulewicz, CPA, Brian J. Kern, CPA, Michē C. Needham, CPA, David A. Schlein, CPA, Courtland “Cory" Van Deusen V, CPA
Thursday, January 3, 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.
Monday, 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.
Thursday, November 15, 2018
If you’d like to reduce your 2018 tax liability, consider taking these year-end tax planning steps now.
Monday, August 13, 2018
The Tax Cuts and Jobs Act is a game changer for many U.S. households. Most people will owe less tax under the new law — but some people will owe more. Many taxpayers are unsure whether their current 2018 withholding and estimated quarterly payments will be sufficient.
Thursday, August 9, 2018
Do you have long-term capital gains or qualified dividends? If so, there's good news: After the Tax Cuts and Jobs Act (TCJA), you might still qualify for the 0% federal income tax rate on these types of income.
Friday, June 8, 2018
The tax brackets for long-term capital gains and qualified dividends are changing under the new tax law. For 2018 through 2025, these brackets aren't linked to the ordinary-income tax brackets for individuals.