The Section 199A deduction phase-out calculations confuse lots of people. Below is a high-level overview of how the phase-out math works, including a quick review how the deduction works. Section…
This new deduction within the Tax Cuts and Jobs Act produces big tax savings. Several clients have asked us again for more information about this new deduction, so here are…
Millions of Americans are eligible to contribute to health savings accounts, or HSAs, but few people actually take full advantage of this tax-advantaged investment account or realize the full extent…
If you heard that millions of people tried performing surgery on themselves every year, you’d likely be aghast or at least perplexed that people would take such a chance at…
Have you invested in a PTP or are considering doing so? If so, read on... What is a Publicly Traded Partnership (PTP)? A publicly traded partnership (PTP) is any partnership…
A simple, flexible and tax-efficient way to give to your favorite charities. A donor-advised fund is like a charitable investment account, for the sole purpose of supporting charitable organizations you…
