Tax Planning & Preparation

Tax Deductions For Donations

By |November 27th, 2018|Tax Planning & Preparation, Tax Tips, Taxes|

IRS Tax Tip: 2018-181 Tool on IRS.gov helps taxpayers research charities before making donations When people are done giving thanks [...]

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Understanding Tax Reform

By |August 24th, 2018|Governments, Tax Planning & Preparation, Taxes|

IRS launches new easy-to-use web pages to help all taxpayers understand tax reform IRS Tax Reform Tax Tip 2018-132 With [...]

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Storm Tax Relief

By |July 18th, 2018|Governments, Tax Planning & Preparation|

Lee County Residents May Have Storm Tax Relief Recently, the Lee County Property Appraiser’s (LCPA) office announced that property owners [...]

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Plan Ahead for Vacation Home Rentals

By |May 22nd, 2018|Tax Planning & Preparation|

Plan Ahead for Vacation Home Rentals IRS - Issue Number: Tax Tip 2018-79 During the summer, taxpayers often rent out [...]

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HSA Relief for 2018

By |May 1st, 2018|Healthcare Advisory Services, Tax Planning & Preparation, Taxes|

IR-2018-107 The Internal Revenue Service today announced relief for taxpayers with family coverage under a High Deductible Health Plan (HDHP) [...]

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Tax Cuts and Jobs Act

By |February 7th, 2018|Financial, Tax Planning & Preparation, Taxes|

Details on the New Tax Cuts and Jobs Act Joni Norton, CPA/PFS, CFP, Consulting Partner, Markham Norton Mosteller Wright & [...]

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Tax Cuts and Jobs Act – Year-End Strategies

By |December 21st, 2017|Financial, Tax Planning & Preparation, Taxes|

Last-Minute Year-End Moves to Consider in Light of the Tax Cuts and Jobs Act Congress is enacting the biggest tax [...]

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Casualty Loss Deductions

By |October 3rd, 2017|Tax Planning & Preparation, Taxes|

Casualty Loss Deductions and Changes as a Result of the Disaster Tax Relief Act The Disaster Tax Relief Act was [...]

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Tax Consequences of Bartering

By |May 9th, 2017|Financial, Tax Planning & Preparation, Taxes|

Bartering may be cash-free, but it’s not tax-free. Keep reading to learn about the tax consequences of bartering. Bartering might [...]

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Employee Education Expense Reimbursement

By |May 2nd, 2017|Financial, Tax Planning & Preparation, Taxes, Uncategorized|

Employee education expense reimbursement can both strengthen the capabilities of your staff and help you retain them. In addition, you [...]

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