• QuickRead Top Story - Valuation/Appraisal

    The IRS Releases Two New Regulation Sections

    That You as a Business Valuer Need to Know About On August 8, 2018, the Service released proposed 199A regulations. Those regulations are important and mark a dramatic change from the prior tax regime. Another change that also marks a departure involves the release of final regulations for non-cash charitable deductions. In this article, the author discusses the latter.

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    Draft 2019 Form W-4 and Instructions Posted

    The IRS issued a draft version of the 2019 Form W-4, Employee’s Withholding Allowance Certificate, and instructions for the form, in an attempt to further simplify the task of determining income tax withholding for individual taxpayers after the passage of P.L. 115-97, known as the Tax Cuts and Jobs Act of 2017 (TCJA). The TCJA eliminated personal exemptions, increased the standard deduction, increased the child tax credit, limited or discontinued certain deductions, and changed the tax rates and brackets. To read the full article in The Tax Advisor, click: Draft 2019 Form W-4 and Instructions Posted.

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    Draft 2019 Form W-4 and Instructions Posted

    The IRS released a draft Form W-4, Employee’s Withholding Allowance Certificate, and its instructions, for individual taxpayers to use to determine their income tax withholding for 2019. To read the full article in The Tax Adviser, click: Draft 2019 Form W-4 and Instructions Posted.

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    Sec. 965 Transition Tax Penalty Relief Issued

    The IRS announced relief from late-payment penalties and that it will allow late elections for taxpayers subject to the new Sec. 965 transition tax on deemed repatriated foreign earnings. To read the full article in The Tax Adviser, click: Sec. 965 Transition Tax Penalty Relief Issued.

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    The Ultra Rich are Turning to This Key Tax-Cutting Tool

    Many of the biggest beneficiaries of President Donald Trump’s tax overhaul have not even been born yet.  The new law doubles the amount that can be passed to heirs without worrying about estate and gift taxes, to about $22 million for a married couple.  But the thresholds are in place only until 2025, and the ultra-rich are turning to a key tool—the dynasty trust—to secure the financial futures of their grandchildren, great-grandchildren, and beyond. To read the full article in FinancialPlanning, click: The Ultra Rich are Turning to This Key Tax-Cutting Tool.

  • QuickPress

    Sec. 965 Transition Tax Penalty Relief Issued

    The IRS announced relief from late-payment penalties and that it will allow late elections for taxpayers subject to the new Sec. 965 transition tax on deemed repatriated foreign earnings, which was enacted by P.L. 115-97, known as the Tax Cuts and Jobs Act of 2017. To read the full article in The Tax Adviser, click: Sec. 965 Transition Tax Penalty Relief Issued.

  • QuickRead Top Story - Tax

    The New Tax Bill

    A Run-Down on What is Changing President Donald Trump signed the Tax Cuts and Jobs Act (TCJA) presented to him by Congress on December 22, 2017. Debate on the provisions of the bill dominated the last quarter of 2017. It was first presented on November 2, 2017 by Texas Congressman Kevin Brady, chair of The House Ways and Means Committee. Two weeks later, November 16, the House passed the Bill and forwarded it on to the Senate. The Senate Finance Committee passed its own version of a tax reform Bill and the full Senate voted 51 to 49 to pass…