News & Resources

Managing Partner, Scott Kaplowitch, was an author in the Bloomberg Tax article, “2020 May Hold Unpleasant Tax Surprises for Telecommuters.” This piece goes over which states are attempting to assist individual taxpayers in avoiding double

The IRS has announced its 2021 cost-of-living adjustments to tax amounts that might affect you. Many increased to account for inflation, but some remained at 2020 levels. As you implement 2020 year-end tax planning strategies,

Election years often lead to uncertainty for businesses, but 2020 surely takes the cake when it comes to unpredictability. Amid the chaos of the COVID-19 pandemic, the resulting economic downturn and civil unrest, businesses are

Do your tax strategies need a refresh? With individuals and businesses coping with the impact of the COVID-19 pandemic and some new tax laws going into effect, you probably have questions about tax planning this

If you invest in mutual funds, be aware of some potential pitfalls involved in buying and selling shares. Surprise sales You may already have made taxable “sales” of part of your mutual fund investment without

Today, Wednesday October 7, 2020, Managing Partner, Scott Kaplowitch will be presenting at a virtual “Board of Advisors” roundtable discussion. This event will include a select group of business advisors coming together to assess the

Have you been impacted by recent natural disasters like Hurricane Sally or the wildfires in California and Oregon? Depending on your location, you may qualify for tax relief and we encourage you to take a

COVID-19 has changed our lives in many ways, and some of the changes have tax implications. Here is basic information about one common situation. Working from home. Many employees have been told not to come

On August 28, the IRS issued guidance that provides some explanation of how employers can defer withholding and remitting an employee’s share of Social Security tax when wages are below a certain amount. The guidance

Under ordinary circumstances you may become a statutory resident of a state if you are physically present in that state for 183 days or more. Meanwhile, your state of permanent domicile may not change, thereby