VantagePoint Newsletter

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

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

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?