Resources

Tax Tip: Gift Tax Reporting

Properly reporting on the gifts you give in your lifetime requires you to keep track of a number of facts about them, but it can keep the IRS off your back in the future. Learn more about what you need to report on and how to keep track of it.

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Estate Tax Rule Changes

An estate plan created only a few years ago may not be the plan that is best for you today. Rapidly-changing laws are reshaping the world of Estate Planning. Learn more!

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Research & Development Tax Credit Calculator

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Tax Notebook

Tax Notebook is a secure online tax organizer.

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Tax Tip: Charitable Contributions

Find out what types of donations qualify for the charitable contribution deduction – and what types do not.

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Estate Tax Deductions & Gift Tax Exclusions

If you are planning on a transfer of wealth or assets in your lifetime or after your death, you should understand the available estate tax deductions and gift tax exclusions, and which ones you should take advantage of.

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Estate and Gift Tax Basics

Estate and gift taxes are part of a unified system of taxation. Understanding how they work can help you to avoid paying unnecessary penalties on your wealth transfers.

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Tax Tip: Sales Tax Deduction

Pulling your credit card statements or reviewing major purchases made throughout the year can help you to get a ballpark figure for your sales tax deduction. 

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Research and Development Insights

Anytime you’re developing or improving a product, process, software or tangible good, you can potentially qualify for the R&D Tax Credit. Louis Guay of Kaufman Rossin shares insights about how to qualify for the R&D Tax Credit and what it might mean for your business.

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How Do You Document the R&D Tax Credit?

The process of documenting the R&D Tax Credit is more involved than you might think. Louis Guay of Kaufman Rossin shares insights into the documentation process for our clients. 

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