Our Thoughts On Archive

The Estate and Gift Tax Exemption Planning Puzzle

As every good tax advisor knows, planning is key. So what happens when you have to plan for the unknown? This is the situation that estate and gift tax

IRS provides guidance on Exclusion from Income of Qualified Moving Expense Reimbursements

On September 21, the Internal Revenue Service issued Notice 2018-75, providing guidance on excluding from income an employee’s reimbursed qualified

IRS Provides Guidance on What Constitutes a Covered Employee under Code Sec. 162(m)

On August 22, the IRS issued Notice 2018-68, providing guidance on the application of section 162(m), which generally limits the amount of a deduction

How the Tax Cuts and Job Act Impacted Valuations

How has the Tax Cuts and Jobs Act (“TCJA”) affected business valuations? The impact of the TCJA is dependent upon the company being valued

How Tax Reform Made Your Estate Plan Obsolete

If you are among the many taxpayers who had wills and other estate planning documents prepared prior to this year, don’t be too eager to delete your