VantagePoint Newsletter

Understanding Nonqualified Deferred Compensation Plans

Year-end Business Tax Planning Strategies in the Wake of COVID-19

The Impacts of COVID-19 on Year-end Individual Tax Planning Strategies

The CARES Act Provides Tax Incentives for Charitable Giving in the Time of COVID

IRS Releases Guidance on Payroll Tax Deferral, in Response to Executive Action

The CARES Act’s Payroll Tax Credit Offers Businesses a Potentially Helpful Tax Break

New AICPA Auditing Standards Focus on Audit Evidence and Accounting Estimates and Related Disclosures

Accounting for Forgiveness for Loans Received Under the Paycheck Protection Program

Installment Sales: A Good Way to Attract Buyers and Increase Your Liquidity

Business Bad Debt Deduction Helps Owners Cut Losses

Fed Opens Main Street Lending Program to Lenders, Grants Greater Accessibility to Businesses

CARES Act Offers Retirement Planning Relief for Employee Benefit Plan Sponsors and Participants

SECURE Act Impacts 401(k) Plan Sponsors

PPP Flexibility Act Changes Terms for Loan Use and Forgiveness in Favor of Small Businesses

Will States Assert Nexus Given Surge of Remote Workers During Pandemic?

Issuance of SAS No. 141 Allows for Deferral of Most Recent Statements on Auditing Standards

Are PPP Loan Expenses Deductible?

Short-Time Compensation Programs Give Employers Business Continuity Options in Turbulent Times

Expanded Main Street Lending Program Widens Net on Businesses Eligible to Receive Loans

Additional $484 Billion in Federal Aid Approved for Small Businesses, Hospitals, and Coronavirus Testing

IRS Clarifies Process for Claiming Bonus Depreciation on Qualified Improvement Properties

Main Street Lending Program Will Provide Financing to Eligible Small and Mid-sized Businesses in Need

Paycheck Protection Program Establishes Loans to Help Small Businesses

The CARES Act Offers Help to Individuals Affected by COVID-19

How the CARES Act Pandemic Relief Provisions Help Businesses

Deductibility of Meals and Entertainment Expenses Clarified by IRS Proposed Regs

How to Determine an Employee’s Tax Home for Travel Expenses

Asset Protection Planning Can Help Shield Your Finances from Risk

Newly Passed SECURE Act Changes Retirement Plan Landscape for Individuals and Businesses

Year-end Individual Tax Planning Strategies to Consider

Effective Year-End Business Tax Planning Using Tax Cuts and Jobs Act Provisions

Alimony Payment Deduction No Longer Allowed Under the Tax Cuts and Jobs Act

Preserving Estate Tax Portability for the Benefit of Your Heirs

Taxpayer First Act Improves Taxpayer Protections and IRS Customer Service

Three Tax-Advantaged Trust Strategies that Help Keep Your Trusts Intact

Knowing When and What Type of Life Insurance to Buy

IRS Releases Final Qualified Business Income Deduction Regs in Advance of Tax Season

Tax Underpayment Penalty Relaxed by IRS for Some 2018 Taxpayers

When to Hold Your Investments in a Taxable Versus a Tax-Advantaged Account

How 2019 Cost-of-Living Adjustments May Impact You

New Accounting Standard to Cause Significant Changes to Lease Reporting on Financial Statements

IRS Guidance Helps Taxpayers Benefit from Recent Expansion of Bonus Depreciation Rules

Understanding Employment Taxes Associated with Hiring Household Employees

Supreme Court Ruling Paves Way for States to Impose Taxation of Online Sales

Tax Implications of Selling or Donating Your Collectibles

Tax Cuts and Jobs Act Improves Upon the Value of the Child Tax Credit

Understanding the Part Reasonable Owners’ Compensation Plays in Shareholder Disputes and Divorce Cases

Bipartisan Budget Act of 2018 Brings Additional Tax Changes in Wake of Tax Cuts and Jobs Act

How the De Minimis Safe Harbor Election Can Benefit Your Business

Dynasty Trusts: New Life Under Tax Cuts and Jobs Act

Tax Cuts and Jobs Act Includes Significant Changes for Individual Taxpayers

Estate Planning Strategies Impacted by the Tax Cuts and Jobs Act

Tax Cuts and Jobs Act Significantly Impacts Businesses

End-of-Year Considerations that Can Help You Avoid Certain Tax Liabilities on Mutual Funds

Why Wills and Living Trusts Should be Essential Elements of Your Estate Plan

How to Use a Net Operating Loss as a Tax Advantage for Your Business

How Highly Compensated Employees Can Take Advantage of Tax-Efficient Roth IRA Rollover Opportunities

Do You Have a Financial Disaster Plan in Place?

Potential Tax Advantages and Limitations if Proposed 15% Business Tax Rate Becomes Law

Could Private Placement Life Insurance Benefit You?

Watching for Potential Audit Triggers and How to Address an Audit Notice

Tax Document Retention Guidelines: To Save Or Shred?

Tax Advantages Of Using A Donor-Advised Fund For Your Charitable Giving

Sales and Use Tax Penalties on High Value Purchases Abroad

FASB Simplification of Goodwill Impairment Testing

How to Gift Wisely Without Incurring the Kiddie Tax

IRS Issues 2017 Cost-of-Living Adjustments

Questions Every Investor Should Ask Their Brokers and Investment Advisors

Small Business Owners Can Now Offer Employees Standalone HRAs, Thanks to New Act

New IRS Retirement Plan Rollover Rules Benefit Taxpayers

U.S. District Court Unexpectedly Blocks Department of Labor’s Overtime Rule

Donating Appreciated Stock Offers Tax Advantages

Avoiding the Potentially Negative Tax Consequences Associated with Intrafamily Loans

Custody Rule Requirements Every Registered Investment Advisor Needs to Follow to Safeguard Client Assets

Be Prepared: Significant Changes to Department of Labor’s Overtime Rule Take Effect in December 2016

Putting a Financial Records System in Place

The Transfer-for-value Rule Tax Trap When Dealing with Life Insurance

The Foreign Account Tax Compliance Act: Facts on Disclosure of Foreign Accounts

IRS Permits Mid-year Changes to Safe Harbor 401(k) Plans

Building Blocks for Managing Your Family’s Wealth

What You Should Know About Substantiating Charitable Contributions

The Benefits of Not Claiming Your Child as a Dependent

New Tax Extenders Law Helps Individuals Save More Tax in 2016

Latest Tax Extenders Benefit Businesses

IRS Extends Affordable Care Act Information Reporting Deadlines

Simplify Your Financial Life by Consolidating Accounts

Why Your Health Insurance Company Is Asking You for Your Social Security Number

Considering Expired Tax Breaks in Your Year-End Tax Planning

Prepare for Mandatory 2015 Affordable Care Act Information Reporting Deadlines

Benefits of a Health Savings Account

Enhance Your Retirement Savings with a One-person 401(k) Plan

Potential Tax Implications for Same-sex Spouses and Their Employers

Revenue from Contracts with Customers Recognition Accounting Standard Delayed One Year

Have You Properly Updated Your Beneficiary Designations?

Cost Basis Reporting Change for Stock Options

Preparing for Life-Changing Events

How Do Your Investment Actions Impact Your Tax Situation?

Tax-advantaged Considerations Make Now a Great Time to Help Your Adult Children Buy a Home

What Can and Can’t You Deduct While Traveling for a Charity

New Accounting Standard Focuses on Disclosures About Business Continuity

Aspects of New York State’s Amended Estate Tax Law May Impact You

Update on the Move Towards Global Accounting Standards

Is It Time for You to Trade in Your Life Insurance Policy for a Life Settlement?

Using the $25 Deduction Limit for Business Gifts to Your Advantage

Mid-Year Adjustment for Your Federal Income Tax Withholding Amount

Tax-Free Division of IRAs for Divorcing Couples

Some Strategies to Try When Transferring Assets to Your Heirs

Changes to IRA Rollover Rules, Less Taxpayer-Friendly

Choosing the Best Charitable Giving Vehicle for You: DAFs vs. Private Foundations

Taxes Take a Bite Out of Bitcoin Currency

Are You Correctly Classifying Your Section 530 Workers?