How to Handle Mutual Funds with Care at Year End Nov 13, 2018As we approach the end of 2018, it’s a good idea to review the mutual funds holdings in... read more
Buying Business Assets Before Year End Can Reduce 2018 Tax Liability Nov 6, 2018The Tax Cuts and Jobs Act (TCJA) has enhanced two depreciation-related breaks that are... read more
The (Double) Tax Benefits of Donating Appreciated Stock Oct 30, 2018A tried-and-true year end tax strategy is to make charitable donations. As long as you... read more
Can You Save Taxes from “Bunching” Medical Expenses into 2018? Oct 23, 2018Some of your medical expenses may be tax deductible, but only if you itemize deductions... read more
What Are the Tax Consequences of Making Gifts to Loved Ones? Oct 16, 2018Many people choose to pass assets to the next generation during life, whether to reduce... read more
Tax-Free Fringe Benefits for Small Businesses and Their Employees Oct 9, 2018In today’s tightening job market, to attract and retain the best employees, small... read more
What Entrepreneurs Need to Know About Toll Tax Oct 8, 2018Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen... read more
How Can Charitable IRA Rollover be Beneficial in 2018? Oct 2, 2018The considerations involved in deciding whether to make a direct IRA rollover have... read more
How Tax Reform Affects Pass-Through Entities Oct 1, 2018Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen... read more
Investment Tax Planning Just Got More Complex… Sep 25, 2018For investors, fall is a good time to review year-to-date gains and losses. Not only can... read more