Legacy Tax & Resolution Services

Deducting Convention Expenses

On December 22, 2017, The Tax Cuts and Jobs Act was signed into law. The information in this article predates the tax reform legislation and may not apply to tax returns starting in the 2018 tax year. You may wish to speak to your tax advisor about the latest tax law. This publication is provided […]

What Are the Tax Advantages of Home Ownership?

Article Highlights: Historically Low Interest Rates  Purchase Costs  Points  Mortgage Payments  Refinancing  Property Taxes  Inflation  Gain Exclusion  Renting Versus Owning  Worksheet to Analyze Costs  Housing is a big expense for everyone. The choice generally involves either renting or purchasing – and financing that purchase with a home loan. As of November 2020, the nationwide average […]

Elusive Employee Business Expense Tax Deduction

On December 22, 2017, The Tax Cuts and Jobs Act was signed into law. The information in this article predates the tax reform legislation and may not apply to tax returns starting in the 2018 tax year. You may wish to speak to your tax advisor about the latest tax law. This publication is provided […]

Video: Tax Advantages of Home Ownership

Are you planning to buy your first home, upgrade from your existing one, or refinance your mortgage? Let’s take a look at some tax advantages and drawbacks of homeownership.

Tax Rules for Home Flippers

Article Highlights: Definition of Flipping  Government Will Share in the Profits  Tax Treatment Depends on Being a Dealer, Investor or Homeowner  Distinguishing a Dealer from an Investor  With mortgage interest rates low, flipping real estate appears to be on the rise. This activity is even the theme of several popular reality TV shows. House flipping […]

Contemplating Refinancing Your Home Mortgage? Things You Should Consider

Article Highlights: Is It Appropriate to Refinance Your Home Loan?  Refinance Costs  Interest Rates  Credit Score  Borrowing Additional Cash Mortgage Limit  Loan Term State Treatment  Itemizing Deductions  With home mortgage rates at historic lows, it may be appropriate for you to consider refinancing your current mortgage. However, refinancing may not always be the greatest idea, […]

Tax Treatment of Reverse Mortgages

Article Highlights: Reverse Mortgages  Reverse Mortgage Terms  Who Deducts the Interest?  When Is the Interest Deductible?  Home Equity Loan and Reverse Mortgage Issues Compared  With inflation on the rise and medical care costs escalating, what options do seniors have for keeping up, especially if they have a mortgage on their home and their retirement income […]

Costs for Installing Medically-Related Home Improvements Have Tax Benefits

Article Highlights Aging Population  Home Improvements for Medical Care or Treatment  Improvements That Increase the Home’s Value  Improvements That Do Not Increase the Home’s Value  Medical AGI Limitations  According to the Social Security Administration, 10,000 baby boomers a day are reaching the age of 65, as of 2018 16% of Americans were age 65 or […]