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Did You Know…Long Term Care Hybrid Policies?
What are Long Term Care Hybrid policies, and are they right for you? by Roxie Muñoz, CLU®, FLMI, Assistant Vice President, Insurance Services Clients today have many more options to assist with...
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Crytopcurrency – Common Requirements for Taxes
We know there is a need to keep accurate and complete tax records. This is especially true if you own, invest in or use virtual, digital or crypto-currencies like bitcoin...
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VIDEOS: Laurie Siebert Discusses Tax Law with PICPA
In advance of her spring Pennsylvania CPA Journal column, our Senior Vice President Laurie Siebert sat down with the Pennsylvania Institute of CPAs (PICPA) to discuss the Tax Cuts and...
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Estate, Gift, GST Tax Exclusions Increased
QUICK LINKS: Estate and Gift Tax | GST Tax Exemption The Tax Cuts and Jobs Act doubles the basic exclusion amount for federal estate and gift taxes and the exemption amount...
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Right of Divorced Taxpayers to Claim a Dependent Child
QUICK LINKS: Tie-Breaking Rules for Qualifying Child of More Than One Person | Earned Income Tax Credit When parents separate or divorce, the question of who is entitled to claim the...
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TAX TIP: When Your Hobby Earns Money
Activities that involve an element of personal enrichment or recreation are magnets for IRS scrutiny. This does not necessarily mean that you cannot deduct expenses for an activity you enjoy;...
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Gifting Appreciated Property
Tax complications, apart from questions of proof, do not ordinarily arise when you make a cash gift to a charity. However, complications can and do arise when you make a...
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TAX CUTS ACT: Change for Homeowners
QUICK LINKS: Mortgage Interest | Real Estate Tax Traditionally, tax law provides numerous incentives for home ownership by allowing the deduction for mortgage interest and real estate tax. The Tax Cuts...
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How Long to Keep Tax Documents
Regarding how long to keep your returns, here is the long answer: The IRS generally has up to three years after the tax-filing deadline to initiate an audit, so keep...
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SPECIAL REPORT: Tax Cuts and Jobs Act
Sweeping Tax Overhaul Heads to House and Senate, a Tax Briefing from CCH Wolters Kluwer ...
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