Resources & Insights


The TCJA limit on interest expense deductions

The Tax Cuts and Jobs Act introduced a variety of tax benefits for businesses. At the same time, the act placed limits on several tax breaks, including the amount of interest expense a business may deduct. This article takes a closer look at the...

Donor Advised Funds

Do you have a donor-advised fund?  Do you know why you might want one?  Do you know what one is?  If you are a charitably inclined...

Taxes and the Gig Economy

By: Susan G. Corderman Clifford, CPA, Principal If you skip choosing a designated driver and take an Uber or Lyft instead, if you bypass the hotel...

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...

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 in opportunity zones. While some questions remain unanswered, the 169-page proposed regulations provide much needed guidance for investors, fund...

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...

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...

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