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Our advisor e-newsletter features the latest news from Washington, Tax Law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation.
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Washington News
Increased Child Tax Credit for 2018
In IR-2018-217, the IRS reminded taxpayers of the benefit of the increased Child Tax Credit. The Tax Cuts and Jobs Act doubled the Child Tax Credit from $1,000 in 2017 to...
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Case of the Week
Barbara Banker's LoBank Letter of Agreement
Barbara Banker started with nothing. Barbara lived in a midsized town and worked in the local hardware store. The store owner noticed her industrious efforts and strong work...
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Private Letter Ruling
Tax-Free Spousal IRA Rollover Permitted
Taxpayer established a revocable living trust (Trust) on Date 1. Taxpayer is the sole trustee of Trust and reserves the sole right to amend or revoke Trust and distribute the...
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Article of the Month
IRA Charitable Solutions – Part I
In 2017, approximately 61% of households held an individual retirement account (IRA) or other tax-deferred retirement plan and more than one-third of American households...
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