News and Updates

Do You Owe SE Tax on Home Rental Income?

If you rent out a second home—or part of your main residence—you may be unclear about whether you...

How Newlyweds Can Maximize the Home Sale Gain Exclusion

Whether you're getting married for the first or fifth time, it's common for one spouse (or both) to...

Rising Rates Add to the Appeal of CRTs

If you're philanthropically inclined, have you considered establishing a charitable remainder trust...

Ways to Secure Your Estate Plan

Estate planning isn't just for the rich and famous. For example, you may have family heirlooms...

Investor Alert: Tax Impact of Gyrating Markets

The stock markets have experienced significant volatility over the last year, causing many...

How Divorce Affects Eligibility for the Home Sale Gain Exclusion

It's common for couples who divorceto sell their homes. Not only does this move give former...

Inheriting Money? Considerations for Handling It

After receiving an inheritance, you need to determine how to incorporate those assets, whether...

Want to Move? Tax Implications of Converting a Home to a Rental Property

If you're planning to move out of your current home, you face a tough question: Should you sell...

Supreme Court Rejects Claim for Exemption from Overtime Pay

Employers and employees are often at odds over the issue of overtime pay. Naturally, employers are...

Navigating the SALT Deduction

The Tax Cuts and Jobs Act (TCJA) limitsitemized deductions for state and local tax (SALT) payments...