Legacy Tax & Resolution Services

Increased Business Meal Deductions for 2021 and 2022

Article Highlights: Business Meals Under TCJA  100% Deduction for 2021 and 2022  Qualifications f you recall, the Tax Cuts and Jobs Act (TCJA), effective beginning in 2018, eliminated the business-related deduction for entertainment, amusement or recreation expenses. However, it did retain a deduction for business meals when the expense is ordinary and necessary for carrying […]

Video Tips: Little-Known Facts About Home Solar Credits

A solar salesperson may not always explain all the facts and conditions associated with the Home Solar credit. These little-known details may influence a taxpayer’s decision about acquiring a solar system. Watch this video to learn about these quick tips. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar […]

New Tax Law Cracks Down on Home Mortgage Interest

Article Highlights: Acquisition Debt Interest  Equity Debt Interest  Consumer Interest  New Tax Law Changes  Note: This is one of a series of articles explaining how the various tax changes in the GOP’s Tax Cuts & Jobs Act (referred to as “the Act” in this article), which passed in late December of 2017, could affect you and your […]

Medical Deductions & The New Tax Law

Article Highlights: Medical Deductions Retained by the Tax Reform Law  Adjusted Gross Income Floor Dropped to 7.5%  The Standard Deduction  Bunching Medical Deductions Unusual Medical Deductions  Medical Dependents  Divorced Parents  Note: This is one of a series of articles explaining how the various tax changes in the GOP’s Tax Cuts & Jobs Act (referred to as “the […]

If You Owe the IRS a Lot of Money, You May Not Want to Plan Any Out-of-the-Country Trips

Article Highlights: Seriously Delinquent Tax Debt  Exceptions  Passport Denial or Revocation  As promised several months back, the IRS has begun to crack down on seriously delinquent taxpayers. A law passed on Dec. 4, 2015, requires the IRS to notify the U.S. State Department when someone has “seriously delinquent tax debt,” after which the State Department […]

Tax Reform Central: All About the Tax Cuts and Jobs Act

After over 30 years of little changes to the tax code, the “Tax Cuts and Jobs Act” (H.R. 1) delivered a major change to the law for 2018. The changes affect both individuals and business owners, so careful planning and analysis are needed to make the right financial choices. We have compiled the best coverage […]

Tax Deductions for Peace Officers

Professional Fees & Dues:Dues paid to professional societies related to your profession are deductible. These could include professional organizations, business leagues, trade associations, chambers of commerce, boards of trade and civic organizations. However, dues paid for memberships in clubs organized for business, pleasure, recreation or other social purpose are not deductible. These could include country […]

Congress Has Authorized a Second Round of PPP Loans

  Article Highlights: Paycheck Protection Program  Eligible Entities  Loan Terms  Loan Forgiveness  Forgiveness Reduction  Simplified Loan Forgiveness  Deductibility of Expenses  Funds Availability  Congress passed, and President Trump signed, the Consolidated Appropriations Act, 2021. Included in its approximately 5,600 pages is a second draw of forgivable Paycheck Protection Program (PPP) loans. The first round allowed loans […]

Tax Reform Cracks Down on IRA Recharacterizations

Article Highlights: Tax Trap  Traditional IRA  Roth IRA  Traditional to Roth Conversions  Undoing a Conversion  Note: This is one of a series of articles explaining how the various tax changes in the GOP’s Tax Cuts & Jobs Act (referred to as “the Act” in this article), which passed in late December of 2017, could affect you and […]

Planning, The Key To Your Financial Future

Planning Ahead For Your Finances With the number of savings strategies being publicized these days, you’d think that planning ahead for retirement would be a fairly simple job. To the contrary, many investors are finding themselves uncertain that they will be able to find a strategy that will allow them to build a retirement nest […]