Tax Reform Guide – The Tax, Jobs & Cuts Act (TJCA) 2019

Tax Reform Guide – The Tax, Jobs & Cuts Act (TJCA) 2019

The 2018 Tax Reform bill, referred to as the Tax Cuts and Jobs Act (TCJA), is the most comprehensive tax reform bill to pass Congress in decades.  While understanding everything that changed with this bill is completely unnecessary, understanding what changes will...
Tax-Efficient Retirement Workshop (The Benefits of Partial Roth Conversions)

Tax-Efficient Retirement Workshop (The Benefits of Partial Roth Conversions)

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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...

Monthly Tax Newsletter – March 2019

When the Second Office in the Home Is a Principal Place of Business When possible, you want to claim that your office in your home qualifies as a principal place of business because of this classification: Gives you the home-office deduction, and Eliminates commuting...