Legacy Tax & Resolution Services

Tax Issues That Arise When Converting a Home into a Rental

Article Highlights: Reason for Conversion Basis Depreciation Cash Flow versus Tax Profit or Loss Passive Losses Home Gain Exclusion Other Tax Issues Becoming a Landlord With the current substantial appreciation in home values and demand for housing exceeding the available inventory, along with low home mortgage interest rates, more and more homeowners are converting their […]

Sold or Thinking of Selling Your Home?

Article Highlights: Home Sale Exclusion 2 out of 5 Rule Business Use of the Home Gain or Loss from a Sale Previous Use as a Rental Form 1099-S IRS Matching Records If you sold your home this year or are thinking about selling it, there are many tax-related issues that could apply to that sale. […]

Video: Tax Tips when Selling Your Home

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.For homeowners seeking to sell their houses, the tax law allows for a certain portion of the gain to be excluded from taxable income, saving the taxpayers a significant amount of money. However, there are also limitations and […]

When Business Meals and Entertainment Are Deductible

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 […]

Life Changing Events Can Impact Your Taxes

Article Highlights: Marriage  Buying a Home  Having or Adopting Children  Getting Divorced  Death of Spouse  Throughout your life there will be certain significant occasions that will impact not only your day-to-day living but also your taxes. Here are a few of those events: Getting Married – If you just got married or are considering getting married, […]

Video Tips: Tax Deductions for First-Time Homeowners

First-time homeowners should make themselves familiar with authorized deductions, and programs that can assist with home ownership and that can be beneficial. When it comes to home ownership, the IRS considers a home to be a house, condominium, cooperative apartment, mobile home, houseboat or house trailer that contains a sleeping space, toilet, and cooking facilities. […]

Place It In Service If You Want To Deduct It

  Article Highlights: Sec 179 Expensing  Tax Planning Tool  Placed-in-Service Requirement  Section 179 is a provision of tax law that allows owners of small businesses to expense rather than depreciate equipment purchases made during the year. It is also a popular tax-planning tool allowing business owners to reduce their income for the year by making […]

Possible Tax Reform and What it Means For Year-End Planning

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 […]

How Small Businesses Write Off Equipment Purchases

  Article Highlights: Depreciation  Materials & Supplies  De Minimis Safe Harbor Expensing  Routine Maintenance  Unlimited Expensing  Bonus Depreciation  Sec 179 Expensing Mixing Methods  From time to time, an owner of a small business will purchase equipment, office furnishings, vehicles, computer systems and other items for use in the business. How to deduct the cost for […]

Tax Cuts and Jobs Act – See How It Would Affect You

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 […]