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Isdaner News

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

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

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

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

Scott A. Isdaner Receives the 2019 Edward N. Polisher Award

Scott A. Isdaner, CPA, JD, AEP ® has received the 2019 Edward N. Polisher Award sponsored by the Jewish Federation…

Plan Around the Medicare Tax on Investment Income

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

Tax Idea in a down market for taxable investment accounts

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

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

Isdaner & Company Announces John Campbell 2019 Marketing Maven

At Isdaner & Company’s annual marketing event, managing member Scott Isdaner announced the 2019 Marketing Maven. John Campbell, a manager…

New Rules for Deducting Unreimbursed Employee Business Expenses

There are new rules for deducting unreimbursed employee business expenses on your PA-40 Personal Income Tax Return. The Department of…

Estate Planning: Retirement Accounts & Your Estate Plan

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

Five tips to avoid penalties and interest

The Internal Revenue Service recently released its 2018 Databook, revealing a decrease in individual tax return audits for the seventh…