Year-End Tax Savings Ideas, Second in a Series: Charitable Gifting Strategies - Boost Your Tax Benefits

Financial markets have appreciated over the past several years leaving investors with some significant gains in their taxable investment accounts. An investor ... read more >

Year-End Tax Savings Idea, First in a Series: Capital Gains Distributions - Be Aware and Take Action

Every year, mutual funds are required to distribute any net realized capital gains to their shareholders regardless of whether the fund had a positive ... read more >

Time to Pay Attention to Congressional Tax Proposals

Government|Tax

By Mark Cobetto

For the past many years, there has been a steady stream of proposals regarding tax reform coming from Washington, D.C. Up until now, the proposals all ... read more >

What a Trump Presidency Means for the Estate Tax

When President-elect Donald Trump first rolled out his much-anticipated tax plan as a Presidential candidate earlier this year, his plan to eliminate the ... read more >

Bonus Depreciation on Facility Upgrades

Did you know that Congress recently expanded its definition of qualified property to which bonus depreciation can be applied? Starting in 2016, an improvement ... read more >

Taxation and Information Reporting for Foreign Trusts

The U.S. taxation and information reporting imposed on foreign trusts can be quite complex. A trust is the foreign trust if it is not the U.S. trust. A ... read more >

IRS Highlights Offshore Compliance Programs Achievements and Encourages Taxpayers to Enter the Programs

The IRS’s recent news release shows that the agency has passed several big milestones in moving forward with increasing compliance. Back in 2009, ... read more >