Tax, Real Estate, Corporate & Estate Planning
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    • LLC: A Blueprint to Limit Liability and Cut Taxes

      There is generally no one legal structure that works best for all businesses. The most favorable choice depends on a number of factors, including the number of owners, your tax situation and whether ...

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    • Should You File a Business Interruption Claim for COVID-19 Losses?

      With much of the country currently on lockdown due to the novel coronavirus (COVID-19) crisis, many nonessential businesses have been shuttered. As a result, millions of small business owners find ...

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    • FAQs about Home Office Deductions

      In the past, home office deductions were available to a wide range of taxpayers, including certain employees who worked from home. But the Tax Cuts and Jobs Act (TCJA) has effectively eliminated home ...

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    • Retirement Accounts and Your Estate Plan

      Successful estate planning generally involves passing on your assets to your heirs at a low tax cost. To help achieve that goal, there are a few things to keep in mind about retirement accounts. ...

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    • Master the Fundamentals of Estate Planning

      For many people, mapping out an estate game plan is something they intend to think about later. But too often, later never comes. The reasons for not dealing with estate planning now may include not ...

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    • Estate Planning for Singles: Current Tax Rules May Dictate Changes

      Legislation enacted a few years ago made permanent changes to the federal estate and gift tax rules. Specifically, here are the significant estate changes in the American Taxpayer Relief Act: What is ...

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    • Estate Planning for Singles: Current Rules May Dictate Changes

      Legislation enacted a few years ago made permanent changes to the federal estate and gift tax rules. Specifically, here are the significant estate changes in the American Taxpayer Relief Act: The 2019 ...

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    • The GST: Wealth that Skips a Generation

      Beneficial rules for the generation-skipping transfer (GST) tax are currently in force, which may allow you to pass on assets to future generations without a federal tax bill. GST Tax Basics When it ...

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    • Roth IRAs: A Great Estate Planning Vehicle

      The reason: Investments held in a Roth IRA are allowed to build up federal-income-tax-free. Later on, you can take federal-income-tax-free withdrawals. Obviously, a zero tax rate is the best rate ...

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    • What Employers Should Know about HSAs

      Health Savings Accounts (HSAs) are a tax-smart way to cover an individual's uninsured medical expenses. Your business can set up HSAs for qualifying employees. Then the business can fully or partially ...

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    • Wall Street slumps as Disney and Macy's slam consumer shares

      U.S. stocks dropped on Wednesday and the Dow Jones industrial average suffered its worst day since February as feeble quarterly reports from Walt Disney, Macy's and Fossil undermined confidence across ...

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    • In Memoriam Clarence J. ("Bud") Ferrari, Jr. 1934-2020

      With profound sorrow, we at Ferrari Ottoboni Caputo & Wunderling share with you the sad news of the passing of our founding partner, esteemed mentor, and enduring friend, Clarence J. ("Bud") Ferrari, ...

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    • Get Real: New ID Requirements for U.S. Travel

      Soon you may not be able to pass through security checkpoints at your local airport using your current form of identification, even if you're just flying domestically. The crackdown is aimed at U.S. ...

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    • The Clock May Be Ticking on Corporate Stock Redemptions

      Favorable individual federal income tax rates established by the Tax Cuts and Jobs Act (TCJA) are scheduled to expire at the end of 2025. But some analysts think that they could be repealed sooner, ...

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    • Transfer Pricing: Maximize Opportunities and Minimize Risks

      Transfer pricing continues to be one of the most important matters facing multinational companies. The tax situation in any given country can affect whether or not your business sets up facilities or ...

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    • Follow the Blueprint for Evictions

      You may own a rental property, but you likely know that you can't do whatever you want with it. If you've ever tried to evict a tenant for nonpayment of rent or some other valid reason, you know that ...

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    • Add Spendthrift Language to a Trust to Safeguard Its Assets

      Protecting assets from creditors is a critical aspect of estate planning, but you need to think about more than just your own creditors: You also need to consider your heirs' creditors. Adding ...

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    • A Landlord's Right to Evict

      As a landlord, you have the right to screen potential tenants, determine rental agreements, charge rent and collect security deposits. You also have the right to evict unsatisfactory tenants but you ...

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    • Can Your Building Make Tax History?

      If you're renovating a building in an historic part of town, you may be able to claim a 20% federal tax credit for the cost of the renovation work. The benefit has to do with the tax credit for ...

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    • Investigate Zoning Laws Before Committing to a Location

      L ocation, location, location. You know how important it is for your business. So when choosing a location, you probably research foot traffic, car traffic and the occupancy rates of the neighboring ...

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    • Hobby or Business? How to Treat COVID-19 Sideline Activities for Taxes

      Today, many people sell homemade products online or work on some unincorporated sideline venture outside of their regular day jobs. Such activities can generate extra spending money. This can be ...

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    • FAQs about Home Office Deductions

      In the past, home office deductions were available to a wide range of taxpayers, including certain employees who worked from home. But the Tax Cuts and Jobs Act (TCJA) has effectively eliminated home ...

      Read More
    • FAQs About Virtual Currency and Your Taxes

      Virtual currency has gone mainstream. AT&T recently announced that its customers can use Bitcoin to pay their phone bills. Other big companies that accept Bitcoin include Microsoft, Expedia and ...

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    • Hobby or Business? How to Treat COVID-19 Sideline Activities for Taxes

      Today, many people sell homemade products online or work on some unincorporated sideline venture outside of their regular day jobs. Such activities can generate extra spending money. This can be ...

      Read More
    • LLC: A Blueprint to Limit Liability and Cut Taxes

      There is generally no one legal structure that works best for all businesses. The most favorable choice depends on a number of factors, including the number of owners, your tax situation and whether ...

      Read More
    • Plan Around the Medicare Tax on Investment Income

      T he 3.8% Medicare tax on net investment income took effect a few years ago. It only affects higher-income individuals, but that can include anyone who happens to have big one-time taxable income or ...

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    • Low Tax Rates Provide Opportunity to 'Cash Out' with Dividends

      Under current tax law, the federal income tax rate for C corporations is a flat 21%. Under prior law, C corporations faced a graduated federal income tax-rate schedule with a maximum effective rate of ...

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    • Tax Rules that Apply to Home-to-Rental Conversions

      Residential real estate values have fully recovered in many areas, and rental rates are strong. To take advantage of this favorable situation, consider buying a new residence and converting your ...

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    • "Passive" Job Candidates Can Be a Great Catch

      Passive job candidates aren't lazy. They're just people who aren't actively looking for work because they're happy where they are. But that doesn't mean they might not be even happier working for you. ...

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    • Add Spendthrift Language to a Trust to Safeguard Its Assets

      Protecting assets from creditors is a critical aspect of estate planning, but you need to think about more than just your own creditors: You also need to consider your heirs' creditors. Adding ...

      Read More
    • Dynasty Trust Provides a Bridge to Keep on Giving

      With a properly executed estate plan , your wealth can be enjoyed by your children and even their children. But did you know that by using a dynasty trust, you can extend the estate tax saving ...

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    • Exploring Six Common Myths about Trusts

      Most of us know that a trust is a useful way to safeguard financial assets for your benefit or for someone else. But the common misconceptions about trusts could cause you to bypass them entirely, or ...

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    • Give Away Your Potential Tax Liability

      You spend a lifetime accumulating a large estate. But without careful planning, Uncle Sam will knock on the door after you die and vastly reduce the wealth passed onto your heirs. After a temporary ...

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    • Disability Insurance: Do You Have Enough?

      If you receive group disability insurance from your company, you may think you have enough coverage to protect yourself in the event of a long-term sickness or injury. But take a closer look. One of ...

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    • Will You Have to Pay Tax on Social Security Benefits?

      Some people are under the misconception that Social Security benefits are always free from federal income tax. However, depending on how much income you have from other sources, you may have to report ...

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