September 5, 2016
Modern technology has simplified the ability to make financial payments. Various online services such as Paypay, Venmo, and numerous others allow for efficient and secure transfers of money. Tax payments are no...
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August 24, 2016
On August 2, 2016, the Treasury issued proposed regulations under Section 2704(b)(4) of the Internal Revenue Code. If enacted, these proposed regulations would significantly limit or eliminate the use of valuation discounts...
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August 5, 2016
Many of our clients have been fortunate enough to have invested in early stage companies who have ultimately done well. But as we all know, investments in start-ups can be very risky,...
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June 27, 2016
Gifting without Loss: More Efficient Ways to Transfer Assets to Friends and Family Many clients are rightfully wary of tax-related limitations when transferring money or other assets to friends and family members....
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May 23, 2016
Retirement plans are a great option if you are looking for ways to possibly defer your current tax liability. There are a variety of retirement plans to choose from that will best...
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May 2, 2016
The IRS has continued to enforce the reporting of foreign assets. Failure to properly report either direct or indirect ownership of foreign assets could result in at least $10,000 in fines and...
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March 28, 2016
The Net Investment Income Tax (NIIT) has been an unwelcome surprise for many high-income taxpayers. The Net Investment Income Tax was implemented in 2013 to assist in defraying the cost of the...
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February 19, 2016
While most people spend most of their time and energy to ensure that they are accurately reporting and implementing tax planning strategies to minimize income taxes, there are also a variety of...
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January 25, 2016
As a follow up to our year-end planning email, we would like to provide you with some tax updates regarding recently passed Federal tax legislation. On December 18th, President Obama signed the...
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December 14, 2015
As the year quickly draws to a close, we wanted to offer a few tax-planning ideas to consider. We look forward to discussing what actions may benefit you the most in the...
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