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Keep an Eye Out for Extenders Legislation
The pieces of tax legislation garnering the most attention these days are the Tax Cuts and Jobs Act (TCJA) signed into law...
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The TCJA Prohibits Undoing 2018 Roth IRA Conversions, but 2017 Conversions are Still Eligible
Converting a traditional IRA to a Roth IRA can provide tax-free growth and tax-free withdrawals in retirement. But what if you convert...
Do You Still Need to Worry About the AMT?
There was talk of repealing the individual alternative minimum tax (AMT) as part of last year’s tax reform legislation. A repeal wasn’t...
Why the “Kiddie Tax” is Potentially More Dangerous Than Ever
Once upon a time, some parents and grandparents would attempt to save tax by putting investments in the names of their young...
3 Traditional Mid-Year Tax Planning Strategies for Individuals that Hold Up Post-TCJA
With its many changes to individual tax rates, brackets and breaks, the Tax Cuts and Jobs Act (TCJA) means taxpayers need to...
Choosing the Best Business Entity Structure Post-TCJA
For tax years beginning in 2018 and beyond, the Tax Cuts and Jobs Act (TCJA) created a flat 21% federal income tax...
