Insights
The Inner Workings of Opportunity Zones – 11/14/2019
Please use the link below to download a PDF file containing reference slides from today’s presentation. The Inner Workings of Opportunity Zones Authored by Chris Judy & Thomas Crawford
The New Math of Municipal Bonds
Stock market volatility has some investors thinking about putting some money into bonds, which historically have offered relatively stable prices. One key decision facing bond market investors is whether to choose regular, taxable bonds or tax- exempt municipal bonds....
New Rules for Business Travel Deductions
Business travel is still tax-deductible, under the Tax Cuts and Jobs Act of 2017 (TCJA), but there is a major difference now. Relatively few individuals will be able to claim such deductions; for the most part, deductions can be taken only at the company level. How is...
Home Builder Property Tax Exclusion
North Carolina Governor Cooper recently signed into law a bill which should help homebuilders with some of their property tax burden. House Bill 492, known as the Simplify Builder Inventory Exclusion, will eliminate the need for a builder to file annually in order to...
Making stock sales less taxing
Patient investors generally have prospered over the long term. Nevertheless, there are many reasons for selling stocks. Knowing the basics can help improve your tax position. Selling shares held in a taxable account will trigger taxable capital gains or losses, unless...
Handling qualified charitable distributions
After the initial rush of filing for 2018 returns, many people will learn that they’re no longer itemizing deductions. The TCJA placed limits on some deductions and increased the standard deduction significantly, so most taxpayers are taking the standard deduction,...