Newsletters

Are you a member of the Sandwich Generation?
Mon, Oct 1, 2018

 The “Sandwich Generation” consists of those individuals who are currently taking care of their children and their elderly parents. This article covers some critical steps to take when incorporating an elderly parent’s needs into an adult child’s estate plan.


Avoid penalties by abiding by the NQDC tax rules
Mon, Oct 1, 2018

Nonqualified deferred compensation plans pay executives at some time in the future for services currently performed. Of course, in the hectic course of the average exec’s schedule, keeping up with the details isn’t always easy. This article explains how these plans differ from qualified plans and what both execs and employers should know.


DOL has increased scrutiny of defined benefit plans
Mon, Oct 1, 2018

Sponsors of defined benefit plans — commonly known as pensions — might be facing tighter scrutiny from the DOL. Just last year, the agency’s Employee Benefits Security Administration ramped up pension audits in its Philadelphia office and later decided to do so elsewhere. This article highlights what the DOL is focusing on in its audits.


Catching up with the home mortgage interest deduction
Mon, Oct 1, 2018

Among the biggest tax perks of buying a home is the ability to deduct mortgage interest payments. But this deduction has undergone some changes recently, so taxpayers may need to do some catching up. This brief article explains how the tax break has changed.


Tax Calendar
Mon, Oct 1, 2018

This calendar notes important tax deadlines for the fourth quarter of 2018.


 Download the Full October Newsletter


September's Topics:

TCJA draws a silver lining around the individual AMT
How spouse-owned businesses can reduce self-employment taxes
Study up on the tax advantages of a 529 savings plan
When is bartering taxable?

 

August's Topics:

Take note of the distinctive features of Roth IRAs
Assessing your exposure to the estate tax and gift tax
LLC and LLP owners should befriend the PAL rules
Is your company overpaying on sales and use taxes?

 

July's Topics:

Don't let the kiddie tax play costly games with you
4 questions to ask before hiring household help
ESOPs offer businesses tax and other benefits
Retirement plan options for business owners
Tax calendar