Now You Know Archive

Just click on a date for a downloadable PDF.

November 2018

Small Employers: Should You Jump on the MEP Bandwagon?

How to Set Up an IRS-Approved Family Loan

Generous Health Plan May Not Preclude HSA Contribution

Defined Contribution Plans Versus Defined Benefit Plans

October 2018

Free Credit Freezes and Fraud Alerts Are Here!

Understanding Marginal Income Tax Brackets

You May Want to Separate Real Estate Assets from Your Business

Estate Planning with 529 College Savings Accounts 

September 2018

Tax-Exempt Organizations: IRS Provides Guidance on New UBTI Rule

Three Key Questions to Answer before Taking Social Security

Workplace Retaliation: Reduce the Chances of a Claim

Tax Consequences of Borrowing From a Retirement Plan

August 2018

Tax Law Expands Accounting Method Options for Small Businesses

Retirement Accounts and Your Estate Plan

Does Your Buy-Sell Agreement Need Updating?

Seven Reasons to Update Your Will

July 2018

The ABCs of Higher Education Tax Breaks

How the Tax Law Hits Charitable Giving

Long-Term Care Insurance Can Be a Tax-Free Perk

Will Your Employees’ Retirement Plans be Within Reach?

June 2018

Watch Out for These Tax Issues When Planning for Your Business in 2018

Strange Brew: Tax Deductions You Won’t Believe

Tax Law Changes Meal and Entertainment Deductions

An Important Estate Planning Step to Take Now

May 2018

Should Your Business Be a C Corporation or a Pass-Through Entity?

Does Your Portfolio Fit Your Retirement Lifestyle?

Take a Last Resort Stand on Layoffs

Meeting the ERISA Plan Audit Requirement

April 2018

Capital Gains Rates Before and After the New Tax Law

You May Need to Make Estimated Tax Payments

You May Want to Separate Real Estate Assets from Your Business

Why Business Owners Don’t Plan for Succession…and Why it’s Critical

March 2018

Good News! More Families May Be Eligible for the Child Credit in 2018

Tax Law Ends Alimony Deductions after 2018

Help Decrease the Chance of an IRS Audit

When Rolling Over Can Be the Wrong Strategy

February 2018

6 Last-Chance Tax Breaks: Do You Qualify?

You May Need to Make Estimated Tax Payments

Don’t Overlook a Roth IRA if You Are Self-Employed

Ten Reasons to Have a Will and Estate Plan

January 2018

Spotlight on Pass-Through Entities under the Tax Cuts and Jobs Act

Will Health Costs Derail Your Retirement

How to Recognize a Good Leader for Your Company

IRS Explains Rules for Tax-Free Perks

December 2017

Dialing in on Smartphones for Kids

When Heirs Are Imperfect

Stay on Top of Your Business Credit Rating

Roth IRAs: A Great Estate Planning Vehicle

November 2017

Retirement Account Catch-Up Contributions Add Up

Rx for Itemizing Medical Expenses

IRS Explains Rules for Tax-Free Perks

Minimize FMLA Abuse

Congratulations, Travis Simpson!

October 2017

How to Save Tax with an Installment Sale

Transitioning from Retirement Savings to Retirement Income

Focus on Your Profit Centers

Coping with Language Barriers

September 2017

Report Warns Retirees about Potential Downsides of Reverse Mortgages

Test Your Estate Strategy Knowledge

Tips for Collecting from Bankrupt Customers

A Trust to Help Fund the Payment of Estate Taxes

August 2017

Business ID Theft: Is Your Data at Risk?

Ensure You Qualify for Charitable Donation Deductions

Be Careful to Document Hardship Distributions and Plan Loans

Help Avoid Costly Mistakes with a Review of Plan Administration Basics

July 2017

5 Recent Supreme Court Decisions That Could Affect Your Business

Does Your Child Need to File an Income Tax Return?

Follow Detailed Recordkeeping Rules for Vehicle Expense Deductions

Estate Planning for Singles: Current Tax Rules May Dictate Changes

June 2017

Consider Taxes Before Converting Your Home to a Rental Property

5 Common Mistakes Pre-Retirees Make

Surprising Challenges Employers May Face

Retirement Plans Can Be Disqualified For Not Keeping Up With Changes

May 2017

Capital vs. Ordinary: Classifying Income and Losses Affects Your Taxes

Yours, Mine and Ours: Estate Strategies for Second Marriages

Consider an Alternate Metric to Value Your Small Business

Avoid Family Feuds When Distributing Assets

April 2017

The Ins and Outs of Deducting Legal Expenses

Avoiding the 10% Penalty On Early IRA Withdrawals

Important Update For Companies Who Lease Employees

Is Our Employee Assistance Plan Subject to COBRA and ERISA?

External Factors in a Business Valuation

March 2017

Seniors: Consider These Tax Breaks When Filing For 2016

Tax Rules When Selling Your Home

Strictly Speaking: Travel and Entertainment Recordkeeping

Why Business Owners Don’t Plan For Succession … and Why It’s Critical

February 2017

How S Corporations Can Save on Federal Employment Taxes

Changes to Social Security in 2017

Managing Your Business Through a Crisis: 6 Steps to Success

Make Sure Workers and Managers Comply with HIPAA

Congratulations to Christopher C. Brubaker

January 2017

Tax Fraud Awareness: How to Protect Your Identity and Assets

IRS Reports a Significant Increase in Whistleblower Awards

Two Social Security Benefit Strategies Eliminated

Develop a Strong Hand to Negotiate Loan Covenants

Perks Abound at ‘100 Best Companies to Work For’

December 2016

Employee, Partner or Both? Recent Developments Help You Decide

Four Steps to Valuing an Estate

Achieve Sustainable Cost Cutting at Your Organization

The Basics of Gift Taxes

We Care.

November 2016

New Overtime Rules Suspended For Now

Beware of a 100% Personal Liability Penalty

Relief From Student Loan Debt Tax Implications

Be Careful to Document Hardship Distributions and Plan Loans

Congratulations Glenn Lankford!

Client Bulletin Archive

Just click on a date for a downloadable PDF.

October 2016

Financial Steps to Take After a Child Is Born

Investing in Gold Can Be Taxing

What Goes Into a Wellness Program?

Tax Calendar

September 2016

Customization Comes to Target-Date Funds

Drawing Down Your Portfolio in Retirement

Setting Paid-Time-Off Policies

Tax Calendar

August 2016

The True Cost of Higher Education

Make the Most of College Financial Aid

Campus Tax Credits Can Top Tax Deductions

The Second Best Investment You Can Make

Using IRA Money to Buy a Business Can Be Dangerous

Tax Calendar

July 2016

What the New Federal Fiduciary Rule Means to Investors

ETFs Can Be Plain or Fancy

Disaster Planning Versus Succession Planning

Tax Calendar

June 2016

Should You Pay Summer Interns?

Planning for Today’s Pensions

Putting Your Money Into Timeshares

Tax Calendar

May 2016

Health Insurance and Divorce

Fun and Games … and Taxes

New Law May Boost C Corporations

Tax Calendar

April 2016

Deducting Sales Taxes

IRA Charitable Donations

Higher Education Tax Breaks

Tax-Free Investment Gains

Business Tax Benefits

Tax Calendar

March 2016

Deducting Charitable Gifts

Tax-Efficient IRA Withdrawals

Cybersecurity for Business Owners

Tax Calendar

February 2016

Deducting Interest Paid

The IRS May Put You on Hold

Portability in Estate Planning

Tax Calendar

January 2016

Deducting Taxes Paid

Deducting IRA Contributions

Going Outside to Sell Your Company

Tax Calendar

December 2015

Investing For the Long Term

QTIP Trusts Still Offer Advantages

Put Cadillac Health Plans on Your Road Map

Tax Calendar

November 2015

Will the Third Shoe Drop?

Year-End Investment Tax Planning

Year-End Family Tax Planning

Year-End Retirement Tax Planning

Year-End Charitable Tax Planning

Year-End Business Tax Planning

Year-End Estate Tax Planning

Tax Calendar

October 2015

Cons and Pros of Roth IRAs

Where to Find Investment Income

Social Media for Business Owners

September 2015

Past Losses Offer Winning Opportunities

Supreme Court Decision May Affect State Taxes

Ongoing Responsibility for Retirement Plans

August 2015

Facing College Costs

What You Should Know About Student Loans

Restructuring Education Debt

Why You Need a Will

SIMPLE 401(k) Plans May Appeal to Employees

July 2015

The Math of Buy and Hold

Passive Activity Losses From Rental Property

Succession Planning for a Family Business

June 2015

Winning Social Security’s Waiting Game

Control the Costs of Weddings in Your Family

Keep Your Company After a Divorce

May 2015

Holding Stocks in Retirement Accounts

Finding a Low-Tax State

What Lower Oil Prices Mean to Your Company

April 2015

Are Tax Refunds Good or Bad?

Seeking Safety in Long-Term Treasuries

Private Health Insurance Exchanges for Business Owners

March 2015

Above-The-Line Tax Deductions

Dealing With Sequence Risk

Turn Relatives Into Employees to Reduce Taxes

February 2015

Renting Versus Buying a Home

Income Annuities in Employer Retirement Plans

When Workers Are Independent Contractors

January 2015

Create a Personal Cash Flow Statement

Tax Free Roth IRA Conversions

New Year’s Resolutions for Business Owners

December 2014

New Regulations Bolster Longevity Annuities

Global Funds Versus International Funds

Be Wary of Accumulated Assets

November 2014

A Tale of Two Couples

Year-End Investment Tax Planning

Year-End Charitable Tax Planning

Year-End Family Tax Planning

Year-End Retirement Planning

Year-End Estate Tax Planning

Year-End Business Tax Planning

October 2014

Planning for Retirement Income

As Collectibles Boom, Selling Can Be Taxing

S Corporation or LLC?

September 2014

Passive Investing Is Moving Up

Inherited IRAs in Bankruptcy

Deducting Foreign Business Travel

August 2014

Financial Aid Starts With the FAFSA

Grandparent Aid for College Costs

Keeping Wealth in Your Family’s Future

Tougher Rules on Reverse Mortgages

Reasonable Compensation for S Corporation Owners

July 2014

Be Sure About Rental Car Insurance

Deductions for Dining Out

Tax-Free Income From Renting Your Home

June 2014

The Risks of Riskless Investing

How Inherited Assets Differ From Gifts

Prime Points for Your Buy-Sell

May 2014

Liquid Alternatives Move Into the Mainstream

Mixing Annuities and IRAs

Making Expense Accounts Accountable

April 2014

Is It Time to Trim Stocks?

Supreme Court Bolsters Beneficiary Rights

Business Owners Get More Bang From Flex Plan Bucks

March 2014

Juggling Appreciated Assets and Bequests

Learning About Mutual Fund Share Classes

Estimated Taxes for Business Owners

February 2014

SEP Plans Go Separate Ways

Mixing IRA Distributions With Social Security

The “Other” April 15 Deadlines

January 2014

Five Years Later, Tax Lessons Learned

Benchmark-Based Life Insurance and Annuities

Underused Deductions for Business Owners