Insights

Please use the link below to download a PDF file containing reference slides from today’s presentation. Investing in Qualified OZ Funds Authored by Chris Judy, Geri Lail, and Thomas Crawford.

Last week, the U.S. Supreme Court overturned a 1992 Supreme Court ruling (Quill v North Dakota) which held that businesses were not required to collect sales taxes unless they have a substantial connection to the state such as a physical...

The good news is that the TCJA of 2017 lowered C-corporation tax rates from a graduated schedule that reached 35% to a 21% flat rate. The bad news? Many business expenses are no longer tax deductible. That list includes all outlays that might be considered...

The pros and cons of Roth IRAs, which were introduced 20 years ago, are well understood. All money flowing into Roth IRAs is after-tax, so there is no upfront tax benefit. As a tradeoff, all qualified Roth IRA distributions can be tax-free, including the parts of the...

When couples divorce, financial negotiations often involve alimony. The tax rules regarding alimony were dramatically changed by the Tax Cuts and Jobs Act (TCJA) of 2017, but existing agreements have been grandfathered. In addition, the old rules remain in effect for...

We have posted links below to the recorded tax reform webinar held on February 19th and the associated power point slides. Please feel free to contact Kristen Hoyle if you have any questions about the material presented. https://www.youtube.com/watch?v=eHdAqbwZco0 TJT...