Archive for the
‘Taxation’ Category

Goodbye Marriage Penalty—Almost

Aug 16, 2018

Goodbye Marriage Penalty—Almost One of the unexpected gifts from the Tax Cuts and Jobs Act of 2017 was the virtual elimination of the so-called “marriage penalty.” But at the same time, the new tax regime imposes a new “stealth” marriage penalty which will show up for taxpayers in higher-tax states. The marriage penalty is roughly […]

New Tax Considerations for Divorcing Couples

Jul 30, 2018

Bob Veres

People, Taxation

New Tax Considerations for Divorcing Couples People who are contemplating divorce could be surprised by some provisions of the new tax law—and should be including it in their separation plans. The new laws affect the taxation of alimony payments, and also the valuation of certain assets that are usually part of a divorce agreement. In […]

States vs. SALT

Jun 18, 2018

Bob Veres

Tax, Taxation

States vs. SALT Each year, thousands of professionals use their creativity and ingenuity to try to figure out the best ways to lower your federal taxes. You know you’re living in interesting times when state lawmakers join that crowd. The reason they’re working so hard is something popularly known as the SALT provisions of the […]

Reclaiming Charitable Deductions

Jun 18, 2018

Bob Veres

Money, Tax, Taxation

Reclaiming Charitable Deductions You may remember that when the new tax law was debated, there was a lot of chatter around the possibility that Congress would totally eliminate the deduction for charitable contributions. That Republican-backed proposal never made it into the final Tax Cuts + Jobs Act, but in other ways the tax changes may […]

Tax Simplification That Really Is

Jun 18, 2018

Bob Veres

Money, Tax, Taxation

Tax Simplification That Really Is One of the the biggest misnomers coming out of Washington is the idea of “tax simplification,” where Congress purportedly makes it easier for all of us to fill out our tax returns by adding several thousand pages of new rules, rates and lists of things we can and cannot deduct […]

The Long Reach of the IRS

May 02, 2018

Bob Veres

Money, Tax, Taxation

The Long Reach of the IRS You probably don’t spend a lot of time feeling sorry for a U.S. citizen named Meghan Markle, who is about to tie the proverbial knot with Prince Harry of England. But an article in the Wall Street Journal notes that Ms. Markle, and other American citizens who marry foreigners, […]

What the Tax Bill Means to You

Dec 19, 2017

Bob Veres

News, Tax, Taxation

What the Tax Bill Means to You The new tax law hasn’t been formally ratified by the U.S. House and Senate, but all indications are that the Tax Cuts and Jobs Act of 2017 will be sent to the President’s desk in the next few days. As you probably know, the House and Senate versions […]

Senate Tax Bill

Dec 08, 2017

Bob Veres

Tax, Taxation

Senate Tax Bill The U.S. House of Representatives passed its proposed tax “reform” bill last month, and now the Senate has followed suit. Interestingly, the two bills are different enough that the two sides are going to have to meet and hammer out a compromise. Here’s a quick glance at the provisions in the Senate […]

The New Tax Legislation

Nov 10, 2017

Bob Veres

Tax, Taxation

The New Tax Legislation Chances are, you’ve heard that tax “reform” is right around the corner—that is, if you can call it “reform” when hundreds or perhaps thousands of new pages are about to be added to the tax code. First, the White House released its tax legislation wish list. Now the Republicans in the […]

Tax Rules When Selling Your Home

Oct 10, 2016

phil

Estate, Estate Planning, Tax, Taxation

Tax Rules When Selling Your Home – How the gains from the sale of a primary residence are taxed has changed in recent years. If you have recently sold your home, or are considering doing so, you may want to be aware of these new rules. HOME SALE If you owned and lived in your home […]

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Archive for the‘Taxation’ Category

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Archive for the
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