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Charitable gifts may or may not save you taxes this year

Charitable Gifts May or May Not Save You Taxes This Year

In past years, it has been the norm to make charitable donations to not-for-profit organizations at the end of the year as a tax savings strategy and in the spirit of the holidays. While most donations are not typically dependent on tax savings, individuals should know that the new tax law has changed the potential […]

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Guidance issued on business interest expense

Guidance Issued on Business Interest Expense

A major issue for large businesses is the business interest expense limitation, which was included in the Tax Cuts and Jobs Act (TCJA). The IRS has issued proposed regulations that taxpayers can rely on until final regulations are released. These regulations provide a broader definition of interest as well as many other notable provisions. The […]

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Bunching Charitable Contributions

Tax Strategy: Bunching Charitable Contributions

The Tax Cuts and Jobs Act (TCJA) passed late last year, bringing about some of the most comprehensive changes in tax law in decades. The most discussed and impactful changes for most individuals include the lowering of tax rates, increased standard deduction and suspension of personal exemptions, a higher phase-out threshold for the child tax […]

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Key Highlights from the TCJA for Healthcare Tax-Exempt Organizations

Key Highlights from the TCJA for Healthcare Tax-Exempt Organizations

The passing of the Tax Cuts and Jobs Act (TCJA) in December 2017 brought about some of the largest changes for exempt organizations since the reformatting of the Form 990 tax return in 2008. This is shown by some organizations now having unrelated business income tax liability that never did in the past. The list […]

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There is still time: Consider setting up a retirement plan for 2018

There is still time: Consider setting up a retirement plan for 2018

When the majority of your liquid assets are tied up in your business, saving for retirement can be difficult. However, setting up a tax-advantaged retirement plan can help plan for your future and reduce your tax liability today. If this could help you, consider doing so this year, there’s still time to set up a […]

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Year-End Planning: Mutual funds

Year-End Tax Planning: Mutual funds

Now is the time to review your mutual fund holdings! Before the end of the year, it’s a common strategy to review the mutual fund holdings in your taxable accounts and take action to avoid unforeseen taxable income. Here are some planning tips. Avoid Surprise Capital Gains Unlike with stocks, you can’t avoid capital gains […]

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