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07.18.18

VIEWpoint Issue 2 | 2018

01.08.18

Tax Cuts and Jobs Act – Highlights of What is Ahead for You...

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VIEWpoint Issue 3 | 2017

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3 Ways to Correct Retirement Plan Errors

06.30.15
Errors can sometimes occur in the course of administering an employee retirement plan. The IRS’s Employee Plans Compliance Resolution System (EPCRS) offers programs to help employers that sponsor retirement plans correct errors in a timely and cost...
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Details Do Matter When Selling Investments

06.24.15
If you don’t pay attention to the details, the tax consequences of a sale may be different from what you expect. For example, if you bought the same security at different times and prices and want to sell high-tax-basis shares to reduce gain or inc...
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State Franchise Tax Reduced By 25 Percent

06.16.15
Texas Governor Greg Abbott has signed into law a House bill permanently reducing the state franchise tax by 25 percent effective Jan. 1, 2016. The bill reduces the franchise tax rate to 0.75 percent for most taxpayers and 0.375 percent for retailers ...
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Tax Measures Added to Trade Package

06.10.15
Tax provisions are often included as revenue raisers in non-tax bills and this year is no exception. A massive trade package making its way through Congress contains a number of tax measures, impacting both individuals and businesses. At the same tim...
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