Newsletter

Welcome to the Tax Alert Monthly Newsletter

November 2017

  • Handle With Care: Mutual Funds and Taxes
  • Bad Debts Aren’t Always Bad News
  • Pondering the Purchase of a Life Insurance Policy
  • Are Frequent Flyer Miles Ever Taxable?

October 2017

  • How to Steer Clear of Tax Issues Related to Shareholder Loans
  • Wills and Living Trusts: Estate Planning Imperatives
  • Tax Calendar
  • Should You Change Your Business – or Transform It?

September 2017

  • Do You Need the Protection of a D & O Insurance Policy?
  • Beware the Ongoing Risk of Employee Misclassification
  • Understanding the Differences Between Health Care Accounts
  • 5 Keys to Disaster Planning for Individuals

August 2017

  • Should You Convert From a C Corporation to an S Corporation?
  • Cool Down with a Dip Into Your Tax Records
  • IRS Permits High-Earner Roth IRA Rollover Opportunity
  • Shifting Capital Gains to Your Children

July 2017

  • Why You Should (or Shouldn’t) Pursue an Acquisition
  • Leasing Property to Your Business Might Trigger Undesirable Tax Consequences
  • Which Type of Mortgage Loan Meets Your Needs?
  • Tax Calendar
  • Know Your Tax Hand When it Comes to Gambling

June 2017

  • In Down Years, NOL Rules Can Offer Tax Relief
  • Asking the Right Questions About Long-Term Care Insurance
  • Renting Out Your Vacation Home? Anticipate the Tax Impact
  • Thoughts and Musings on Family Budgeting

May 2017

  • Could a Cost Segregation Study Save Your Company Taxes?
  • Viatical Settlements: A Funding Mechanism for Medical Costs
  • Watch Out for IRD Issues When Inheriting Money
  • Reviewing the Innocent Spouse Relief Rules

April 2017

  • Reviewing Your Company’s Buy-Sell Agreement
  • ABLE Accounts Can Help Support the Disables
  • So You Just Files Your Taxes – Could an Audit Be Next?
  • Tax Calendar
  • 5 Growth Strategies for Today’s Businesses

March 2017

  • Got Nexus? Find Out Before Operating in Multiple States
  • 4 Tips for Donating Artwork to Charity
  • Identifying Qualifying Children for Tax Purposes
  • You’ve Hit the Jackpot! Now What?

February 2017

  • Consider Separating Real Estate Assets From Your Business
  • Facing the Tax Challenges of Self-Employment
  • 4 Myths About Managing Your Debt
  • Phaseouts and Reductions: A Tax-Filing Reminder

January 2017

  • DAFs Bring an Investment Angle to Charitable Giving
  • Slight Adjustments: COLA Amounts for 2017 Retirement Plans
  • Need to Sell Real Property? Try an Installment Sale
  • Reviewing Your Company’s Inventory Options for Best Results
  • Tax Calendar

December 2016

  • Don’t Let Capital Losses Get You Down
  • IRS Continues to Enforce “Reasonable” Shareholder-Employee Salaries
  • Age 50 or Older? Catch-Up Contributions Are for You
  • 7 Last-Minute Tax-Saving Tips

If you have any questions or comments about the newsletter, please send them to cpa@lcs-cpa.com

Feel free to contact us if you need technical support (330)-262-7111

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