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Rental Property and Section 199A

December 01, 2018
IRS Regulations Clarify When Rental Properties DO and DON’T Qualify For The New 20% Tax Deduction Under Section 199A: The long-awaited regs that were issued this past August contain both good and bad news.
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DSO Promoters

December 01, 2018
Be Cautious About Salespeople Who Train Dentists To Establish Their Own Dental Support Organizations (DSOs) In The Hopes Of One Day Selling Their Mini Dental Empires To A Private Equity Firm: The idea is that you first pay to attend a seminar where
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What to do if You Forget to Deduct an IRA Contribution

December 01, 2018
If You Make A Deductible Contribution To A Traditional IRA And Forget To Deduct It On That Year's Tax Return, What's The Remedy? The problem is that when you withdraw this money in the future, it will be taxable. Therefore, it would be a shame to h
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New Law Improves Credit Freezes and Fraud Alerts

December 01, 2018
A New Federal Law Makes It Much Easier For Us To Place Credit Freezes On Our (And Our Children's) Credit Files: Unless you plan on applying for a new loan or credit card, credit freezes should be placed on
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Protecting Elderly Parents from the "Ingratiators"

December 01, 2018
Let's say that your widowed Mother or Grandmother is living on her own in another town and is getting feeble. You pay for a woman to be her driver and help with shopping and other activities she can no longer comfortably handle. Or perhaps the wife
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Calling Patients at Night is the Number 1 Practice Builder!

December 01, 2018
Are You Calling Patients At Night? The idea is simple: make a short call to every patient you operated on during the day or who you expect will be in pain. If there's going to be a problem, you'd rather
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Plan Contributions Later in a Career Makes Good Sense

December 01, 2018
If You're In The Last Years Of Your Career, Does It Still Make Sense To Contribute To A Retirement Plan? This question came from a client who was told that it no longer made sense to contribute to his plan, since he only had
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Non-Profits and Gambling/Fundraising Activities

December 01, 2018
IRS Publication 3079 Is A Helpful Guide For Tax-Exempt Organizations That Conduct Gambling Activities: It describes how these activities could affect
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Investing in Stocks in a Volatile Market

December 01, 2018
This is written in late November when the stock market, as measured by the Dow Jones Industrial Average, is 10% below its September high. In these periodic times of market turmoil, it's easy to freeze and develop the dreaded
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New Tax Limits For 2019

November 15, 2018
New Tax Related Numbers For 2019: Here are some numbers that tend to change every
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American College of T&E Counsel

November 15, 2018
The American College of Trust and Estate Counsel (ACTEC) is a great resource for finding an estate planning attorney. ACTEC is a nationwide network of highly regarded estate
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Update on "AUM" Investment Advisors

November 15, 2018
Investment Advisors Continue To Mischaracterize Retirement Plan Fiduciary Duties In Their Effort To Accumulate More Assets To Manage: The latest example was a cold call we received
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