As the end of the year approaches, it’s time to start planning ahead for next year’s health expenses. Whether it be copays, deductibles, certain medical products or services including vision and dental care to eye glasses and hearing aids, these… Read More
The IRS recently raised the de minimis safe harbor limit for taxpayers without an applicable financial statement (AFS). AFS include audited financial statements and certain financial statements reported to governmental agencies. Starting in 2016, the threshold for deducting certain invoiced… Read More
With the end of the year just around the corner, it is time to start thinking about year-end tax planning. Anders put together a few items to keep in mind as 2015 winds down, including partial Roth IRA conversions, evaluating… Read More
Robert L. Berger, CPA/CGMA, Tax Services Principal and Director of the Real Estate and Construction Group, was featured in an article on Intuit.com’s Professional Tax Pro blog.
Rob and Intuit editor, Scott Cytron, discuss relevant topics for 2015 tax planning… Read More
Have you set up an irrevocable trust, only to find your life goals have changed 10, 15, or 20 years down the road? It may be possible to “decant” this irrevocable trust to help better meet your goals.
Essentially, decanting… Read More