Individual Tax Topics

Insights on individual income tax issues, reporting, and planning considerations.

September 2020 Filing Deadlines

September 2020 Filing Deadlines Time for a September “Mourn” Stay with me a while…I only want to talk to you… Well, friends, September is here and hopefully with its arrival…

Charitable Deductions for Trusts

Charitable Deductions for Trusts “I don’t always ask questions about trusts, but when I do, I ask the Tax School…” As promised when we presented our trust in-depth webinars in…

Allowable Deductions for Trusts

Allowable Deductions for Trusts “I don’t always ask questions about trusts or estates, but when I do, I ask the Tax School…” We’re coming to you today as a follow…

Two Weeks To Go Before July 15 Deadline!

Two Weeks until July 15 Deadline As we flip the calendar onto another month, you might just find yourself realizing the July 15 deadline is only 15 days away! Remember…

The Top 7 Estate Planning Objectives

The Top 7 Estate Planning Objectives We are excited to have a guest blogger for this week. Jeff Miller is a wonderful member of our private Facebook group and is…

Taxpayers with Foreign Income and Assets

Taxpayers with Foreign Income and Assets We are pleased to have a guest blogger for this week. Artur Arciuch is a very active and helpful member of our private Facebook…