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Answers to clients' common tax questions

  • February 19, 2019

The Tax Cuts and Jobs Act made several changes that may lead to client questions during the current filing season. This article offers guidance on topics such as alimony and tax refunds from experts including Julie Welch, CPA/PFS, and Tyler Mickey, CPA/PFS.

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How advisers can help Gen Xers with estate planning

  • February 19, 2019

Members of Generation X often feel pressure to support older relatives as well as their own children. Advisers can help in several ways, including developing estate plans and ensuring that any financial assistance clients give family members fits into their broader financial plans.

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Bonus depreciation safe-harbor rules for vehicles issued

  • February 14, 2019

The Internal Revenue Service has issued a safe-harbor procedure that taxpayers may follow for determining the deduction for depreciating passenger vehicles when they are eligible for 100% bonus depreciation but are also subject to Sec. 280F limits on deductions for luxury automobiles.

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How the shutdown affected the IRS

  • February 13, 2019

The partial government shutdown took a toll on operations at the Internal Revenue Service, which was already dealing with a backlog, according to a report from the Taxpayer Advocate Service.

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