By Kenneth H. Bridges, CPA, PFS May 2026
As mentioned in previous articles I have written, Georgia has long been the epicenter of the syndicated conservation easements industry, which has been in the IRS’ crosshairs for quite some time. Accordingly, …
By Kenneth H. Bridges, CPA, PFS May 2026
Included in The Tax Cuts and Jobs Act of 2017 (“TCJA”) was a new deduction for owners of pass-thru entities and sole proprietorships, the 20% “qualified business income” deduction (also referred to …
By Kenneth H. Bridges, CPA, PFS May 2026
Generally, when something sounds too good to be true, that’s because, in fact, it is not true. An exception to that general rule is the IRC 1202 capital gains exclusion.
IRC 1202 …
By Kenneth H. Bridges, CPA, PFS December 2025
Trusts can minimize estate tax, provide creditor protection, separate the management and control over assets from their beneficial enjoyment, avoid probate and ensure privacy. Accordingly, our clients typically employ the use …
By Kenneth H. Bridges, CPA, PFS December 2025
Late November through year end is the time for year-end tax planning. While every client’s situation is unique, here are some of the more common strategies we employ.
Acceleration or deferral …
By Kenneth H. Bridges, CPA, PFS July 2025
The One Big Beautiful Bill Act
By Kenneth H. Bridges, CPA, PFS July 2025
On July 4, 2025, President Trump signed into law The One Big Beautiful Bill Act (OBBBA). The …
By Kenneth H. Bridges, CPA, PFS February 2024
If you own or control at least 25% of the ownership interests of a corporation, limited partnership, limited liability company or similar entity, or directly or indirectly exercise “substantial control” over such …
By Kenneth H. Bridges, CPA, PFS November 2023
If you own a business, you have almost undoubtedly received emails, flyers and other solicitations suggesting that you can receive up to $26,000 per employee from the IRS; and the contingency fee …
By Kenneth H. Bridges, CPA, PFS November 2023
Could Art Donations Be the Next Syndicated Conservation Easements?
Anytime we are dealing with a charitable donation of something other than cash or publicly-traded stock, valuation becomes a major issue. For the …
By Kenneth H. Bridges, CPA, PFS June 2023
On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act of 2023, which included retirement legislation known as SECURE 2.0 Act. While this legislation is mostly of …