Author: Cliff Bray

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Estate Planning, Wills, Probate and Transfer of Assets

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Estate Planning, Wills, Probate and Transfer of Assets A will allows the testator (the person creating the will) to specify: Who receives property at the testator’s death Whether beneficiaries receive gifts outright or in trust Who will act as personal representative Who will be the guardian of minor children In the absence of a will, […]

Divorce and Taxes

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Divorce and Taxes in 2018 Filing status is based on your status as of December 31.  If you are divorced under a final decree by the last day of the year, you are considered unmarried for the whole year and you cannon choose Married Filing Jointly as your filing status.  Learn more by clicking on […]

Marketing Your Business

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Marketing Your Business in 2018 Marketing Your Business comes in many forms today – from personal networking to advertising on the internet and leveraging Social Media Platforms to help you connect with your Target Audience.  Learn more by clicking on the “Download Article” button.     Employee or Independent Contractor A worker performing services for […]

Business Financing – Don’t Intermingle Funds

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Business Financing – Don’t Intermingle Funds Separation of funds can be a key in perserving the liability protection of the corporate veil.  Learn more by clicking on the “Download Article” button.     Buy – Sell Agreements Buy – Sell agreements are usually part of a succession plan put in place to protect the financial […]

Protect yourself from Tax Scams

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  Protect Yourself from Tax Scams Tax Scammers work year round, not just during tax season and target virtually everyone.  Stay alert to the ways criminals pose as the IRS to trick you out of your money or personal information by clicking on the “Download Article” button.     Social Security and Medicare in 2018 […]

High Income Taxpayers – What you need to know

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High Income Taxpayers – What you need to know In addition to being subject to higher federal tax rates, taxpayers whose income exceeds certain levels have tax deductions and credits that are reduced or eliminated.  Find out more by clicking on the “Download Article” button.   Education Tax Benefits in 2018 If you pay tuition, […]

Charitable Contributions Guide for 2018

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Charitable Contributions Guide for 2018 Qualified charitable organizations include nonprofit groups that are religious, charitable, educational, scientific, or literary in purpose, or that work to prevent cruelty to children or animals.  Find out more by clicking on the “Download Article” button.   Charitable Noncash FMV Guide for 2018 FMV – stands for Fair Market Value […]

Tax Cuts and Jobs Act of 2017 – New 2018 Tax Law

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Tax Cuts and Jobs Act of 2017 – New 2018 Tax Law The new tax law, commonly called the “Tax Cuts and Jobs Act”, is the biggest federal tax law change in over 30 years.  Below are some significant changes affecting individuals and businesses. Find out more by clicking on the Download Article button.   […]

Life Changes & their Impact on Taxes

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  Cancellation of Debt – Insolvency Taxpayers with cancelled debt can often exclude the cancellation of debt income to the extent that they were insolvent immediately before cancellation.  We discuss the cancellation of debt in this article. Find out more about what qualifies and doesn’t qualify by clicking on the Download Article link below.   […]

Planning and Saving for Retirement

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  Individual Retirement Accounts – Roth IRAs A Roth IRA is an individual retirement arrangement. It is a personal savings plan that gives you tax advantages for setting aside money for retirement. An account must be designated as a Roth IRA when opened. We explore some of the common Questions about Roth IRAs, such as; […]

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