Clients seek financial advisors who can lend their expertise and help them achieve their objectives.
We have a long history of sharing ideas with our clients that help them to accomplish this. Our advice is based on our experience with hundreds of companies and individuals, as well as our training and ongoing study. We have provided a number of articles below we have written on areas of interest to our clients.
- Beneficial Ownership Information Reporting Requirements
- Proposed Tax Legislation
- F-reorg Structure for Sale of S-corp Business
- SALT Deduction Cap Workarounds for Flow Through Entities
- Is Now the Time to Update Your Estate Plan?
- Tax Planning & Magic Bullets
- American Rescue Plan Act of 2021
- Consolidated Appropriations Act of 2021
- Paycheck Protection Program – Expenses Tax Deductible?
- Year-End Tax Planning Strategies
- IRS Issues Final Like-Kind Exchange Regulations
- An Update on Conservation Easements
- The Paycheck Protection Program
- FFCRA, CARES Act, PPP Increase Act, and PPP Flexibility Act
- An Update on Conservation Easements
- Tax Court Issues Rulings in Four Conservation Easement Cases
- Highlights of the SECURE Act
- Properly Structuring S-Corp Shareholder Loans
- Watch Out for the TCJA Interest Expense Limitations
- The Basics of Partnership Taxation
- Use of Flow-Through Entity to Avoid Limitation on SALT Deduction
- Avoiding the Risk of Double Taxation at the State Level
- IRC 1202 Capital Gains Exclusion – Almost too Good to be True
- Documenting the Process of Experimentation for R&D Tax Credit
- Be Sure to Include Cost Basis on Form 8283 and Attach any Required Appraisal
- Relocating to a More Tax-Friendly State
- IRS Issues 2nd Set of Proposed Regulations for Qualified Opportunity Funds
- Documenting the Process of Experimentation for R&D Tax Credit
- C-corp vs S-corp vs LP or LLC: Which is right for your business?
- Marriage, Divorce and Taxes
- Scrutiny of Syndicated Conservation Easements Continues to Increase
- The Qualified Opportunity Fund Tax Savings Opportunity
- The 20% Qualified Business Income Deduction
- Georgia Tax Credits
- Taxation of Professional Athletes
- The Tax Cuts and Jobs Act (2017)
- R&D Tax Credits: A Good Deal Made Even Better By Recent Legislation
- New Partnership Return Audit Rules
- Border Adjustment Tax
- Syndicated Conservation Easement Deals
- 2016 Year-end Tax Planning
- Potential Tax Law Changes in 2017
- Donald Trump’s Personal Tax Returns
- Georgia Tax Credits
- Doing Business Abroad
- Structuring M&A Transactions
- Preparing for Due Diligence
- Nonqualified Deferred Comp and Stock Options — Watch out for IRC 409A
- No Loss Carryforward in Computing Self-Employment Tax
- Documenting all the “W’s” for Travel, Meal, and Entertainment Expenses
- Preparing for an IRS Challenge Under the Hobby Loss Rules
- Domestic Production Activities Deduction
- Avoiding the 3.8% Medicare Tax on Net Investment Income
- Accounting and Tax Issues for Software Companies
- Sales Taxation of Software-Based Transactions
- IRS Grants Penalty Relief for Employer Reimbursement of Health Insurance
- Statewide Cap on Georgia Qualified Education Expense Credit Met
- Form 3115 May Not Be Necessary to Comply with Tangible Property Regulations
- Bitcoin Taxation
- The ACA’s Employer Shared Responsibility Mandate
- Buying or Selling Real Estate? Consider a 1031 Exchange
- Could the Mayor of London Owe U.S. Tax on the Sale of Home in London?
- “Independent Contractor” or “Employee” — The Stakes Now Become Even Higher
- IRS Says Members’ K-1 Income Subject to Self-Employment Tax
- Reporting of LLC Member Compensation: W-2 or Schedule K-1?
- Foreign Bank & Financial Accounts and IRS Changes to the OVDP
- Employer Reimbursement of Health Insurance Premiums
- Corporate Inversions
- Allocation of Partnership Liabilities
- Georgia Tax Credit for Angel Investors
- Deadline to Make Investments Qualifying for Federal Tax Exclusion
- Charitable Gifting Strategies
- Why Usain Bolt Won’t Race in the UK
- What Tax Rate Should You Use for Tax Distribution Provisions?
- Documenting Timely Filing
- Are Conservation Easements the Tax Shelter Du Jour?
- The American Taxpayer Relief Act
- Buying or selling real estate? Consider a 1031 exchange
- C-corp with Net Operating Loss Carryforwards? Watch out for IRC §382
- Charitable Gifting Strategies
- The Dreaded AMT
- Foreign Bank and Financial Accounts Rules
- Georgia’s Move to Single Factor Apportionment
- Multi-State Taxation
- The Advantages of a Defective Grantor Trust
- Stock Option Strategies
- 2010 Tax Legislation
- 2009 Tax Legislation
- 2008 Tax Legislation
- 2007 Tax Legislation
- 2006 Tax Legislation
- 2004 Tax Legislation
- 2003 Tax Legislation
- 2002 Tax Legislation
- 2001 Tax Legislation
- S-Corp. vs. LLC vs. C-Corp.: Which is Right for Your Business?
- Illustration of an Asset Sale with Different Entity Types
- Valuing a Software Company
- Accounting Methods
- R&D Tax Credit
- Stock-Based Compensation Plans
- Tax Deferred Retirement Plans
- The Roth Conversion Opportunity
- Employee vs. Independent Contractor Issues
- Health Insurance for Owners of S-Corps
- Big Win for Taxpayer in Conservation Easement Case
- When Should You Begin Taking Social Security Benefits?