2017-2018 Tax Planning Guide
To help you keep current with changes in tax law, regulations and
planning strategies — and save as much tax as possible — we are
pleased to offer this tax guide. It highlights recent tax ...
Tax debate touches every individual, business
Small business taxation, corporate tax rates, and changes to
popular deductions are just some of the many complex changes to the
Tax Code being debated in Congress. At the time this article was
Year-end planning for capital gains and losses
As an economic incentive for individuals to save and invest, gains
from the sale of capital assets held for at least one year unless
offset by losses, as well qualified dividends received during the
Information reporting deadlines coming up fast
Information reporting has become a growing part of IRS’s
enforcement and compliance strategy. Data matching, or even the
inference that the IRS has the data to do so, statistically has
How Do I? Compute taxable life insurance benefits
Life insurance proceeds are received tax-free. However, any
interest earned on life insurance proceeds, usually referred to as
its cash value, is subject to tax. Special rules apply to transfers
December 2017 tax compliance calendar
As an individual or business, it is your responsibility to be aware
of and to meet your tax filing/reporting deadlines. This calendar
summarizes important federal tax reporting and filing data for
We Speak the Language of Your Business
At Morgenstern Waxman Ellershaw, we have the experience, flexibility and expertise to meet your business and financial needs.
We offer our clients exceptional quality and personalized service.
Accounting, Auditing, and Tax Services
Accounting Software Selection and Implementation
Financial Planning for Businesses and High Net Worth Individuals
Management Advisory Services/Business Planning
Serving Privately Owned Businesses and High Net Worth Individuals
We recognize that privately owned businesses, regardless of their size, have different needs than large publicly-traded corporations. We offer the business entrepreneur help starting and organizing his or her company as well as implementing accounting systems and controls.