Resources

Foreigner’s Tax Guide to Selling U.S. Real Estate

Some foreign investors may not realize the potential U.S. tax-related pitfalls that can come with selling a U.S. property. Read this FAQ to learn more. 

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Fraud Prevention Tip: Separation of Duties

Having a single employee perform a number of different duties could be putting your company’s and your employees’ confidential information at risk. 

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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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