Newsletters

July 2018

July 10, 2018   |   Monthly NewsletterNewsletters

This month: July 4: Independence Day July 31: Quarterly federal excise tax returns (Form 720) due Employer quarterly federal tax returns (Form 941) due Calendar-year employee retirement and benefit plan returns (5500 series) due It's the height of summer, and hopefully you've had a chance to enjoy some pleasant weather and Fourth of July fireworks. This issue contains tips on deciding whether to amend a tax return and strategies for reducing debt. Should you wish to review your situation please feel free ... [Read Full Post]


June 2018

June 01, 2018   |   Monthly NewsletterNewsletters

Tax filing reminders June 15 – The second installment of 2018 individual estimated tax is due. It’s tax-planning time Now is the ideal time to schedule a tax-planning session. Your tax return outcome is still fresh, and it’s early enough in the year to make corrective action to take advantage of the numerous new tax law changes taking place in 2018. Here’s a brief overview of some of the new tax issues that you need to plan for ... [Read Full Post]


May 2018

May 11, 2018   |   Monthly NewsletterNewsletters

MAY 2018 Update on the Tax Cuts and Jobs Act (TCJA) The Tax Cuts and Jobs Act (TCJA) was passed by Congress in a hurry late last year, and the IRS and tax preparers have been working to digest some of the more thorny issues created by the tax overhaul. Here are the latest answers to some of the most common questions: Is home equity interest still deductible? The short answer is: Not unless you’ve used the money to ... [Read Full Post]


April 2018

April 11, 2018   |   Monthly NewsletterNewsletters

APRIL 2018 Tax filing reminders April 17 –  Individual income tax returns for 2017 are due. 2017 calendar-year C corporation income tax returns are due. 2017 annual gift tax returns are due. Deadline for making 2017 IRA contributions. First installment of 2018 individual estimated tax is due. When an extension makes sense While most people should file a tax return by April 17, you have the option of delaying your filing date until Oct. 15 with a tax extension. When to file an extension Missing or ... [Read Full Post]


March 2018

March 15, 2018   |   Monthly NewsletterNewsletters

Tax filing reminders March 1 – Farmers and fishermen who did not make 2017 estimated tax payments must file 2017 tax returns and pay taxes in full. March 2 – Automatic extension deadline for employers and health care providers to provide Forms 1095-B and 1095-C to individuals. March 15 – 2017 calendar-year S corporation income tax returns are due. 2017 partnership returns are due. Deadline for calendar-year corporations to elect S corporation status for 2018. Alert: Expired home and education tax breaks ... [Read Full Post]


February 2018

February 16, 2018   |   Monthly NewsletterNewsletters

Tax filing reminders February 28 – Payers must file most other Forms 1099 (except certain Forms 1099-MISC due Jan. 31) with the IRS. (April 2 if filing electronically.) March 1 – Farmers and fishermen who did not make 2017 estimated tax payments must file 2017 tax returns and pay taxes in full. March 2 – Automatic extension deadline for employers and health care providers to provide Forms 1095-B and 1095-C to individuals. March 15 – 2017 calendar-year S corporation income ... [Read Full Post]