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Money Management: Changes to work-related deductions

  • March 14, 2019

There are often costs associated with doing your job, but which ones can you deduct on your tax returns? The Tax Cuts and Jobs Act made some changes to work-related deductions that you should know about as you prepare to finalize your 2018 tax return this year. Continue Reading

Individual tax report

  • March 11, 2019

This semi-annual update from The Tax Adviser on individual tax topics discusses several cases on material participation, hobby losses, and charitable contributions; the Sec. 199A regulations; and many other developments. Continue Reading

How the Sec. 199A deduction affects retirement planning

  • February 21, 2019

The Tax Cuts and Jobs Act has created the Sec. 199A deduction, which could affect retirement-planning strategies used by business owners. For example, those who have income that is too high to qualify for the full deduction might want to contribute to retirement accounts to lower taxable income. Continue Reading

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. Continue Reading