Legacy Tax & Resolution Services

Do You Have Accumulated Deferred Foreign Income? Time to Pay Up!

Article Highlights: Foreign Corporations  Deferred Dividends  Previous Law  Deferred Income Now Taxable  Reduced Tax Rates  Payment Plan Election  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 […]

Living Abroad? Here Is How Tax Reform May Affect You

Article Highlights: Foreign Earned Income Exclusion  Housing Exclusion  Foreign Informational Reporting  Foreign Corporation Income Foreign Tax Credit  1040 Changes  Moving Deduction  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 was passed in late […]

Tax-Free Grants for Restaurants

Article Highlights: Restaurant Revitalization Fund  Eligible Entities  Application Good-Faith Certification  Tax Issues  Covered Period  Available Funding  Priority in Awarding Grants  Determination of Grant Amount  Use of Funds  Applying for a Grant The American Rescue Plan Act established the Restaurant Revitalization Fund (RRF) to provide funding to help restaurants and other eligible businesses keep their doors open. This […]

Is Bunching Right for You?

Article Highlights: Standard Deductions  Itemized Deductions  Bunching Strategy  Medical Expenses  Taxes  Charitable Contributions  Note: The 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 family, […]

Video tip: 100% Business Meal Deductions

To support the restaurant industry who was hit hard during the pandemic, Congress is giving businesses a tax break as a way to increase revenue to restaurants. Watch the video to see how this can apply to your business.

Tax Deductions for Realtors

Auto Travel:Your auto expense is based on the number of qualified business miles you drive. Expenses for travel between business locations or daily transportation expenses between your residence and temporary work locations are deductible; include them as business miles. Expenses for your trips between home and work each day, or between home and one or […]

Tax Reform Adds New Perks to ABLE Accounts

Article Highlights: ABLE Account  Tax-Deferred Accumulation  Contribution Limits  Tax Reform Changes  Beneficiary Contributions  Saver’s Credit  Sec. 529 Plan Rollovers 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 was passed in late December 2017, […]

Small Business Guide

Keep Your Small Business Advantage!  While your know-how is certain to make an important difference in your business’ success, you’re no doubt well aware that producing a winning combination for a smooth-running operation depends on many other factors as well. High on the list of considerations for your business should be creating the ability to […]

Flipping Homes – A Reviving Trend in Real Estate

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 […]