Insights

Wayfair revisited – It’s time to review your sales tax obligations

Wayfair revisited – It’s time to review your sales tax obligations

In its 2018 decision in South Dakota v. Wayfair, the U.S. Supreme Court upheld South Dakota's "economic nexus" ...
Congress gives a holiday gift in the form of favorable tax provisions

Congress gives a holiday gift in the form of favorable tax provisions

As part of a year-end budget bill, Congress just passed a package of tax provisions that will provide savings for ...
New law provides a variety of tax breaks to businesses and employers

New law provides a variety of tax breaks to businesses and employers

While you were celebrating the holidays, you may not have noticed that Congress passed a law with a grab bag of ...
Small Businesses: It may not be not too late to cut your 2019 taxes

Small Businesses: It may not be not too late to cut your 2019 taxes

Don't let the holiday rush keep you from taking some important steps to reduce your 2019 tax liability. You still ...
A divorce necessitates an estate plan review

A divorce necessitates an estate plan review

If you're divorcing, it's important to review your estate plan as early as possible, for two reasons: First, you ...
Medical expenses: What it takes to qualify for a tax deduction

Medical expenses: What it takes to qualify for a tax deduction

As we all know, medical services and prescription drugs are expensive. You may be able to deduct some of your ...
Holiday parties and gifts can help show your appreciation and provide tax breaks

Holiday parties and gifts can help show your appreciation and provide tax breaks

With Thanksgiving behind us, the holiday season is in full swing. At this time of year, your business may want to ...
Have you considered making direct payments of tuition and medical expenses?

Have you considered making direct payments of tuition and medical expenses?

With the lifetime gift and estate tax exemption at $11.40 million for 2019 ($11.58 million for 2020), you may ...
Last-minute tips that may help trim your tax bill

Last-minute tips that may help trim your tax bill

If you're starting to fret about your 2019 tax bill, there's good news - you may still have time to reduce your ...
Valuable year-end tax-saving tools for your business

Valuable year-end tax-saving tools for your business

At this time of year, many business owners ask if there's anything they can do to save tax for the year. Under ...
A buy-sell agreement can provide the liquidity to cover estate taxes

A buy-sell agreement can provide the liquidity to cover estate taxes

If you own an interest in a closely held business, it's critical to have a well-designed, properly funded buy-sell ...