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Why you may want to rethink your estate plan in 2018

March 5, 2018

The Tax Cuts and Jobs Act signed into law at the end of 2017 sets the estate tax exemption at $11.2 million per individual for 2018.

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Keywords: estate

Tax breaks for 2017 tax return revived

March 5, 2018

In early February, Congress passed a federal budget bill that revived several expired tax breaks for the 2017 tax year.

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Keywords: mortgage, return, tuition

Alert: Expired home and education tax breaks revived

February 26, 2018

Congress passed a federal budget bill in early February that revived dozens of expired tax breaks for the 2017 tax year. They include a deduction for education expenses as well as several tax breaks for homeowners.

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Answers to commonly asked tax questions

February 26, 2018

With all of the headlines about the changes to tax law, you probably have lots of questions. Here are answers to some of the most common questions taxpayers have this year.

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Tax checklist for business startups

February 26, 2018

Starting your own business can be equal parts thrilling and intimidating. Complying with regulations and tax requirements definitely falls into the latter category. But, with some professional help, it doesn’t have to be that way. You can get started with this checklist of things you’ll need to consider.

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Keywords: business, startups

IRS updates 2018 withholding tables

February 2, 2018

The IRS recently released updated income tax withholding tables. These updates are a result from changes in the Tax Cuts and Jobs Act (TCJA) passed in late 2017. Employers will have until Feb. 15 to update their payroll systems. Employees will start seeing the changes to their paychecks shortly thereafter.

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Keywords: withholding

Prep for an IRS audit using your 2017 tax return info

February 2, 2018

An IRS audit is kind of like a flat tire. It's inconvenient and frustrating, and if you're lucky you may never have to experience one. But if you do, you'll be sorry if you aren't prepared.

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Keywords: audit

January 2018 Market Insight

February 1, 2018

Can All-Time Market Highs Continue with All-Time Low Volatility?

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Keywords: market insight

New 2018 capital expense rules

January 22, 2018

There are many provisions in the tax reform bill passed in late 2017 designed to benefit small business owners. There are also a variety of new tax tools affecting how small businesses account for deducting the cost of capital purchases under the new tax law.

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Keywords: capital

Tips for when your employees are family members

January 22, 2018

Working with family can be a pleasure. It can also be a pain, especially if you have to terminate a family member's employment. Here are tips to help you ease the strain of mixing your family and employee relationships.

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Keywords: employer, family

Taxes and virtual currencies: What you need to know

January 22, 2018

Virtual currencies are all the rage lately. Here are some tax consequences you must know if you decide to dip your toe into that world.

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Keywords: bitcoin, currency, tax

2017 Year End Market Update

January 12, 2018

2017 is now in the books. It’s always fun to look at predictions made one year ago and see how they measured up to reality.

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Keywords: market

Where Will Your Money Go?

January 12, 2018

Do you know who will inherit your money when you die? Many people think they know the answer to this question. But are you sure your paperwork lines up with your wishes?

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Keywords: inherit

New Year, New Numbers

January 12, 2018

Happy New Year! We would like to highlight some figures that will be helpful in your financial and retirement planning for this coming year.

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Bitcoin—Finance’s Wild New Craze

January 12, 2018

It’s almost impossible nowadays to open a newspaper or spend any significant time online without stumbling onto an article or blog about the latest trend in finance—Bitcoin.

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Keywords: bitcoin

Tim Hilterman Earns CAP®

January 12, 2018

Tim Hilterman has earned the Chartered Advisor in Philanthropy® (CAP®) Designation.

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Keywords: cap

2018 tax reform changes: At a glance

January 7, 2018

Congress has passed tax reform that will take effect in 2018, ushering in some of the most significant tax changes in three decades. Here are some major items in the new bill that impact individual taxpayers.

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Keywords: reform, tax

The best way to avoid an audit: Preparation

January 7, 2018

Getting audited by the IRS is no fun. Some taxpayers are selected for random audits every year, but the chances of that happening to you are very small. You are much more likely to fall under the IRS’s gaze if you make one of several common mistakes.

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Keywords: audit, tax

Standard mileage rate increase for 2018

January 7, 2018

It's time to revise the standard mileage rate you use to calculate deductible vehicle expenses during 2018 for business, medical and moving mileage. Take a look at what changed.

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Keywords: mileage rates

December 2017 Market Insight

January 1, 2018

2017 Year in Review & 2018 Outlook

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Keywords: market insight

The best way to avoid an audit: Preparation

December 26, 2017

Getting audited by the IRS is no fun. Some taxpayers are selected for random audits every year, but the chances of that happening to you are very small. You are much more likely to fall under the IRS’s gaze if you make one of several common mistakes.

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Keywords: audit, irs, tax

Mileage rates for 2018

December 26, 2017

The IRS recently announced mileage rates to be used for travel in 2018. The standard business mileage rate increased by 1 cent to 54.5 cents per mile. The medical and moving mileage rates also increased by 1 cent, to 18 cents per mile. Charitable mileage rates remained unchanged at 14 cents per mile.

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Keywords: mileage rates

Looking ahead: Tax reform in 2018

December 26, 2017

Congress has passed tax reform that will take effect in 2018, ushering in some of the most significant tax changes in three decades. Here are some major items in the new bill that impact individual taxpayers.

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Keywords: reform, tax

2017 TAX REFORM: Checkpoint Special Study on Individual Tax Changes in the "Tax Cuts and Jobs Act"

December 26, 2017

The recently enacted Tax Cuts and Jobs Act is a sweeping tax package that will take effect in 2018. Here is a detailed article provided by our tax service of the significant changes impacting individuals and businesses.

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Keywords: reform, tax

Tax Cuts and Jobs Act Summary

December 22, 2017

The recently enacted Tax Cuts and Jobs Act (TCJA) is a sweeping tax package. Here's a look at some of the more important elements of the new law that have an impact on individuals.

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Save on your 2017 tax bill with these last-minute moves

December 7, 2017

You still have time to put yourself in the best tax position possible before the clock strikes midnight on New Year's Eve. Follow these five tips and you won't be sorry when tax season rolls around.

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Keywords: tax

Business owners: Ready for 1099 reporting?

December 7, 2017

There are more than a dozen variations of the information return known as Form 1099. Most are specific to certain industries. But nearly every company, large or small, has to issue Form 1099-MISC.

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Keywords: tax

November 2017 Market Insight

December 1, 2017

We hope the Thanksgiving holiday was a wonderful time for you and your loved ones. There’s usually plenty of food, football, and shopping. While Americans love to snatch up deals on Black Friday and Cyber Monday, did you know there’s another shopping event that is larger than these two days combined?

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Keywords: market insight

Get ready to save more in 2018

November 21, 2017

You can save more for retirement next year using tax-advantaged accounts, thanks to a boost in the maximum 401(k) contribution rate by the IRS. The maximum rate increases by $500 to $18,500, which is the first increase in three years.

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Keywords: tax planning, taxes

IRS and SSA release 2018 tax numbers

November 3, 2017

The IRS and the Social Security Administration published some inflation-adjusted numbers for retirement contributions and gifts for 2018. You can use this information as you begin your tax and financial planning for the coming year.

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Keywords: retirement, tax
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