

Split Refunds With the IRS: What Is It and What Are the Benefits?
You have several options for receiving your federal income tax refund. You can split your direct deposit refund among two or three...


The 32-item List for Valuation and Estate/Succession Planning: Part 2 of 2.
Now that you have been introduced to the list from part one of this two-part blog series, we can dive into the specifics of the list and...


The 32-item List for valuation and estate/succession planning: Part 1 of 2.
The estate planning professionals at The Center for Financial, Legal and Tax Planning have perfected the 32-item list for valuation,...


IRS Releases New Guidelines on Daily Fantasy Sports and the Excise Taxes on Wagering
Late last month, the Office of Chief Counsel of the IRS released a memorandum with regards to daily fantasy sports providers and the...


Commercial Landlord Policies Post-COVID: Keeping Your Tenants and Employees Safe
As more states begin to ease their COVID-19 related restrictions, more businesses will begin to open their doors. This means that...


The HEALS Act (AKA Stimulus Check 2): What We Know Today
Congress went back into session this week, and one of the items at the top of the agenda was additional coronavirus-related funding....


Net Investment Income Tax -- Part Three: How to Avoid, Limit, and Minimize the NIIT
Net Investment Income Tax -- Part Three: How to Avoid, Limit, and Minimize the NIIT. Lets discuss some taxpayers and estate planning...


Net Investment Income Tax -- Part Two: What doesn’t count as Investment Income and How do I Know if
It is also important to understand which types of income are not considered or included in Net Investment Income. Below is a...


Net Investment Income Tax -- Part One: What is it?
The Net Investment Income Tax (NIIT) effects most taxpayers; however, it has a more substantial impact on business owners and investors. ...


You Can’t Be Serious… Can I REALLY Deduct That?
With tax day looming (tomorrow, Wednesday July 15), we thought it would be interesting to take a look at some of the strangest deductions...
































