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Could You Save More by Deducting State and Local Sales Taxes?

The recently enacted PATH Act (Protecting Americans from Tax Hikes Act of 2015) made one tax break permanent that can be valuable to individuals residing in states with no or […]

Counting Days: The Sun May Actually Rise in the West

While most of us think of a day as the interval of light between two successive nights, taxing jurisdictions that look to the statutory residency test certainly had something much […]

Help Preserve Retirement Benefits Using Portability

Portability allows a surviving spouse to take advantage of a deceased spouse’s unused federal gift and estate tax exemption in several ways:

2 Extended Credits Can Save Businesses Taxes on 2015 Returns

The Protecting Americans from Tax Hikes Act of 2015 (PATH Act) extended a wide variety of tax breaks, in some cases making them permanent, that can save you taxes on […]

No Changes to Retirement Plan Contributions for 2016

Retirement plan contribution limits are indexed for inflation, but with inflation remaining low, the limits remain unchanged for 2016:

2016: When is a Day Not a Day?

For those of you who have been following my blog (this is post number 17), you know that one way to be taxed as a resident in New York State […]

The New Year a Perfect Time for Estate Planning Checkup

An annual estate plan checkup is critical to the health of your estate plan. Because various exclusion, exemption and deduction amounts are adjusted for inflation, they can change from year […]

Permanent Place of Abode: Year End Shopping Tips

While I’m far from done blogging about residency issues and audits, the end of the year just seemed like the perfect time to recap what I’ve gone over with my […]

Charitable IRA Rollovers Extended Permanently!

On December 18th, Congress approved and President Obama signed legislation extending dozens of expired tax deductions, credits, and incentives, including charitable IRA rollovers.