Resources & Insights


Tax Implications of Funding a Grandchild’s Education

By Susan G. Corderman Clifford, CPA – Principal If you are a grandparent in a financial position to help your grandchildren with their college education, you may be wondering what the tax implication might be.  There are three types of taxes you may need...

IRS and Treasury Release Second Set of Opportunity Zone Guidance

On April 17, 2019, the IRS and Treasury issued its much anticipated second set of proposed regulations under Internal Revenue Code, Section 1400Z-2, Special rules for capital gains invested...

Ways to Avoid Selling in a Down Market and Still Take Your Required Minimum Distribution

Prepared by Susan Clifford, CPA – Principal Are you taking required minimum distributions?  Does the fluctuating market have you worried about having to sell in a down market...

Waived Estimated Tax Penalties

You may have noticed some additional cash in your pocket this year, perhaps a little too much. Some taxpayers have potentially paid too little through income...

New Mortgage Interest Deduction Rules

The Tax Cuts and Jobs Act brought reform to the way taxpayers can deduct interest related to two types of loans secured by a home: Mortgage debt that is used to buy or improve a home is known as “home acquisition indebtedness.” Under prior...

Tax Return Checklist

Prepared by Susan Clifford, CPA – Principal Below is a list of common types of income and expenses along with the document or other information you would typically...

Sales Tax Changes in Hillsborough County, FL

Please disregard if you do not conduct business in Hillsborough County.  On January 1, 2019, Hillsborough County changed the sales tax and commercial rental tax rates. Hillsborough...

Sales Tax Impact of South Dakota vs. Wayfair

Prepared by Brandon McCafferty, JD/MBA – Senior Tax Manager On June 21, 2018, the US Supreme Court issued a decision that will drastically increase the power of...

Year-End Tax Planning

Prepared by Jarrett Prince, CPA – Staff Accountant As another year comes to a close, it is time to start thinking about year-end tax planning. This...

The Holiday Checklist for Businesses

Prepared by Lindsey Little, CPA – Manager It’s that time of year again – the Thanksgiving grocery lists are getting written, children are starting their Santa wish-lists, and retail...

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