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March's issue addresses IRA's For Young Adults and Sick/Family Leave Tax Credits

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This issue contains these insights and tax-saving tips:

  • The power of early contributions

  • New crypto tax reporting rules coming soon

  • Self employed tax credits for sick/family leave due to Covid

February's issue addresses Estimated Tax Penalties and The Annual IRS Dirty Dozen List

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This issue contains these insights and tax-saving tips:

  • This year's top 12 tax scams and avoidance schemes to avoid

  • Tax implications for selling qualified improvement property (QIP)

  • How to avoid paying the estimated tax penalties (how much to pay) 

January's issue addresses The Corporate Transparency Act and New 1099-k Rules (Delayed)

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This issue contains these insights and tax-saving tips:

  • Beneficial ownership information reported to FinCEN

  • Breakdown of the old 1099-K rules in use for 2023

  • How to qualify as tax law-defined professional gambler

December's issue addresses Net Investment Income Taxes and Start-Up Deductions for Rental Properties

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This issue contains these insights and tax-saving tips:

  • Corporate Transparency Act going into effect 01/01/2024

  • Reducing or avoiding Net Investment Income Tax

  • What can and cannot be included in "start-up" costs

November's issue addresses Year End Retirement Deductions and Tax Strategies for Your Stock Portfolio

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This issue contains these insights and tax-saving tips:

  • Year end general business tax deductions

  • Year end medical plan strategies

  • Year end tax strategies for marriage, kids, and family

October's issue addresses  The Augusta Rule for Rental Income and Business Travel Deductions

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This issue contains these insights and tax-saving tips:

  • Clothing donations to Goodwill and Salvation Army

  • Tax free rental income with the Augusta Rule

  • Deducting travel expenses by car, train, plane, or boat

September's issue addresses HSA's for Business Owners and Key Insights into Depreciation 

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This issue contains these insights and tax-saving tips:

  • The three benefits of safe harbor expensing

  • HSA basics

  • When depreciation starts and ends

August's issue addresses Small Business Health Benefits and Key Insights on the ICHRA

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This issue contains these insights and tax-saving tips:

  • Update on State Pass-Through Entity Taxes Beating the SALT

  • How PTET Works

  • The individual coverage health reimbursement arrangement

July's issue addresses the QSEHRA Health Plan and the Kiddie Tax

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This issue contains these insights and tax-saving tips:

  • the Qualified Small Employer Health Reimbursement

  • Strategic Insights for Employing Your Spouse

  • Four primary criteria for the application of the kiddie tax

June's issue addresses Home Office Deductions and the 2020 Covid Sick and Family Leave Credit

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This issue contains these insights and tax-saving tips:

  • Qualifying for the ERC

  • Your 2020 and 2021 ERC Money

  • Shutting Down a C Corporation

May's issue addresses Tax Credits for Electric Vehicles and Basic Estate Planning

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This issue contains these insights and tax-saving tips:

  • The new clean vehicle credit is available through 2032, up to $7500

  • You can amend your living trust as circumstances change

  • Using Family Loans to Secure Better Home Loan Interest Rates

April's issue addresses the $75 Rule for Business Expenses and Taking Advantage of HSA-To-IRA Rollover

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This issue contains these insights and tax-saving tips:

  • If I Hire My Kids, Can I Give Them Tax-Free Education Benefits?

  • The $75 rule and its limitations to avoid negative consequences

  • The 10 percent ownership test

March's issue addresses Holding Real Property in a Corporation and Edits to '23 Meals & Entertainment

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This issue contains these insights and tax-saving tips:

  • Exemption from the capital loss deduction limitation 

  • Issues related to health insurance deductions for S corporations

  • Holding Real Property in a Corporation: Good or Bad Idea?

February's issue addresses 2023 Health Insurance for S Corporation Owners and the SECURE 2.0 Act

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This issue contains these insights and tax-saving tips:

  • Latest developments in 2023 Health Insurance for S Corporations

  • SECURE 2.0 Act Creates New Tax Strategies for RMDs 

  • Plan Your Passive Activity Losses for Tax-Deduction Relevance

January's issue addresses debt cancellation, passive income streams, and real estate investment

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This issue contains these insights and tax-saving tips:

  • When Cancellation of Debt Income Can Be Tax-Free

  • Is Airbnb Rental Income Subject to Self-Employment Tax?

  • How to Section 1031 Exchange into a Delaware Statutory Trust

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