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Taxes

How Long Should I Keep Tax Records

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Taxes

7 Estate Planning Potholes

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Estate planning. It’s such a noble phrase. It conjures up images of passing on to your loved ones a lifetime of hard work and...
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Taxes

Like-Kind Exchange Deadline Extensions – IRS Notice 2020-23 Violates The Inviolate

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By Rafael A. Perez, Esq., Partner at McArdle, Perez & Franco P.L. and Chief Compliance Officer at Alhambra Investments Introduction: Over the past several decades...
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Taxes

The Economic Relief Bill Makes It Easier to Donate to Charity

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When the 2017 Tax Cuts and Jobs Act (TCJA) was passed it changed the rules about deductions for charitable giving. Under current law the only way...
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Taxes

2019 IRA Contributions Delay

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As a result of the COVID-19 pandemic, U.S. Treasury Secretary Steve Mnuchin extended the 2019 tax filing date to July 15.  As a result, it also...
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Taxes

10 Major Trends in IRS Audits

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What feeling do you have when you hear IRS? Is there a sick feeling in the pit of your stomach or do you just roll...
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Taxes

Fund an HSA with an IRA

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Taxes

Actions You Can Take Now to Reduce Your 2019 Tax Bite

Bob Williams - 0
Yes, it’s still a few months before you have to strap on the gloves and step into the ring with the IRS again, but...
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Taxes

Things You Didn’t Know Were Tax Deductions

Bob Williams - 0
Have you ever had that sick feeling in the pit of your stomach when you realize there was a tax deduction you could have...
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Taxes

It’s Open Season on Taxpayers and You are the Target

Bob Williams - 0
Hunting season is open again and you’re the target. According to the Internal Revenue Service, there is a new IRS impersonation email scam trying...
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