Resources & Insights


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 to satisfy the RMD requirements?  Here are a few suggestions to consider. Instead of selling a stock that...

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 County will now collect 8.5 percent for all sales and 5.8 percent on commercial rent, so it is important...

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...

Ten Tax Considerations for Those Working in the Shared Economy

Prepared by Susan Clifford, CPA – Principal As 2018 draws to a close and the 2019 tax filing season approaches, there is a lot of talk...

Cryptocurrency – Taxation Not So Cryptic

Prepared by Jonathan Kim, CPA – Senior Accountant Virtual currency, also known as cryptocurrency, has gained quite a lot of attention as of late, given Bitcoin’s astronomical...

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