Monthly Tax Newsletter – August 2019

Tax Tips August 2019 Below is a detailed review of several important tax topics. I provide you with a similar synopsis each month. I realize that not all of this information will be important to everyone. Therefore, to make the best use of your time, just scan through...

Monthly Tax Newsletter – July 2019

Tax Tips July 2019 Below is a detailed review of several important tax topics. I will continue to provide you with a similar synopsis each month. I realize that not all of this information will be important to everyone. Therefore, to make the best use of your time,...

Monthly Tax Newsletter – June 2019

Combine Home Sale with the 1031 Exchange You don’t often get the opportunity to even consider making a tax-saving double play. But your personal residence combined with a desire for a rental property can provide just such an opportunity. The tax-saving strategy is to...

Monthly Tax Newsletter – May 2019

Backdoor Roth IRA Opportunities Still Available After TCJA As you likely know, the Roth IRA is a terrific way to grow your wealth with minimum tax downside because you pay the taxes upfront. Then, with the proper holding period, pay no taxes thereafter. I have some...