The 2018 Tax Reform lowered taxes across the board for most Americans.  Now that we’ve had a couple years of experience under this new tax code, we’re beginning to see how the tax cuts played out, specifically when it comes to charitable gifting.  After the tax code...

As many of you are aware, new cost basis reporting rules were phased in over the past few years.  In an attempt to find missing tax revenue, new rules require brokerage firms to include cost basis information on 1099-B’s on certain securities. These rules drastically...

With the new year upon us, I wanted to take the opportunity to explain the 2018 tax reform bill that represents the most significant tax changes in our country in more than 30 years. It’s important to note that the main reason for this tax bill is corporate tax...

In my line of work, I am often asked about IRA rollovers. Most commonly, clients have a 401k with a previous employer and are wondering what steps they need to take to remove their funds from the plan. Starting in 2015, the IRS now follows a stricter interpretation of...

April 15th? Maybe just another day of the year If it seems like every year preparing and filing your taxes has become more and more difficult, it’s because it has. There is probably no better proof of the need for tax reform than what most Americans have to go through...