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Qualified Small Employer Health Reimbursement Arrangement (“QSEHRA”) – an alternative to the group health insurance plan

October 2, 2019

Health insurance is an important benefit for many in the workforce. However, some small employers are not able to or…

Tax Idea in a down market for taxable investment accounts

September 3, 2019

If you hold investments in taxable brokerage accounts, consider the tax advantage of selling appreciated securities that have been held…

IRS Introduces new tax withholding calculator per the IRS update 8/8/2019

August 21, 2019

The IRS encourages everyone to use the Tax Withholding Estimator to perform a quick “paycheck checkup.”  This is even more…

Tax Court: Trusts can Qualify for the Beneficial Real Estate Pro Rule

October 2, 2019

Many rental real estate owners incur tax losses, often due to depreciation write-offs. However, your ability to actually deduct those…

Plan Around the Medicare Tax on Investment Income

September 3, 2019

The 3.8% Medicare tax on net investment income took effect a few years ago. It only affects higher-income individuals, but…

Estate Planning: Retirement Accounts & Your Estate Plan

August 5, 2019

Successful estate planning generally involves passing on your assets to your heirs at a low tax cost. To help achieve…