• Tax Filing Deadline Reminders

    Posted:

    Tax season is upon us and many of us are focused on tax return preparation. Here is a summary of some key filing deadlines to keep in mind for 2017 tax returns.

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  • IRS Scam Alert

    Posted:

    The IRS issued a warning to taxpayers this week of a quickly growing scam involving erroneous tax refunds...

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  • Tax Reform Changes to Recharacterization of IRAs

    Posted:

    The Tax Cuts and Jobs Act provides that a conversion of a traditional IRA, SEP or SIMPLE to a Roth IRA may no longer be recharacterized if the conversion occurs in 2018 or thereafter. However...

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  • Inflation Adjustments to Federal Transfer Tax Exemption

    Posted:

    It has been commonly reported that the Tax Cuts and Jobs Act doubled the lifetime exclusion for gift and estate taxes from $5.6 million to $11.2 million for single taxpayers and from $11.2 million to $22.4 million for couples. However...

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  • Supreme Court will Decide if Online Retailers Must Collect Sales Tax

    Posted:

    The U.S. Supreme Court has agreed to hear a lawsuit brought by the state of South Dakota challenging a 26-year-old ruling that has prohibited state and local government from collecting sales taxes from online merchants and other remote sellers. Read more here...

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