Archive

29Mar2018

Tax Reform Cracks Down on IRA Recharacterizations

  Article Highlights:   Tax Trap Traditional IRA Roth IRA Traditional to Roth Conversions Undoing a Conversion Note: The is one of a series of articles explaining how the various tax changes made by the GOP’s Tax Cuts & Jobs Act (referred to as the “Act” in the article), passed late in December 2017, might
  • 29 Mar, 2018
  • Jacqueline Cran
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20Mar2018

Checking Your Federal Refund Status is Easy

  Article Highlights 24/7 Access Quick Posting Direct Deposit Necessary Information If you have already filed your federal tax return and are due to receive a refund, you can check the status of your refund online. Where’s My Refund? is an interactive tool on the IRS website. Regardless of whether you have split your refund among
  • 20 Mar, 2018
  • Jacqueline Cran
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15Mar2018

Employee Business Expenses & Tax Reform

    Article Highlights: Miscellaneous Itemized Deductions Subject to the 2% AGI Floor Employee Business Expenses Employee Reimbursement Plan (Accountable Plan) Note: The is one of a series of articles explaining how the various tax changes in the GOP’s Tax Cuts & Jobs Act (referred to as “the Act” in this article), which passed in
  • 15 Mar, 2018
  • Jacqueline Cran
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13Mar2018

Business Income and Tax Reform

    Article Highlights: Sec 199A Deduction Qualified Business Income Threshold Specified Service Businesses Limitations Wage Limit Aggregating Amounts Note: The is one of a series of articles explaining how the various tax changes in the GOP’s Tax Cuts & Jobs Act (referred to as “the Act” in this article), which passed in late December
  • 13 Mar, 2018
  • Jacqueline Cran
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