Special Issue – 2018 Tax Planning Roundup Year-end planning under the new tax law Sizing up the standard deduction Year-end tax planning for charitable donations Year-end tax planning for investors Year-end retirement tax planning Year-end business tax planning   CPA Client Tax Letter Q4 2018 from TRS CPA Group CPA  Click to Read! See Also: Citation and Resource Guide accompanying…

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This special edition Q3 2018 Tax Letter is full of investing and planning strategies that can help you with ongoing financial management and tax planning.  It contains information on: Tax Planning under the Tax Cut and Jobs Act of 2017 Solving the annuity puzzle The new tax law will change divorce tactics No tax deductions for business…

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A new, refundable income tax credit is available for Maryland small businesses that have 14 or fewer employees. The business must employ at least one “qualified employee” to claim the credit. The credit is available for the 2018 tax year and beyond.   Qualified Employees To be considered a “qualified employee,” an individual must: be employed…

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This special edition Q1 2018 Tax Letter is full of investing and planning strategies that can help you with ongoing financial management and tax planning.  It contains information on: 2018 Tax News Taxable Versus Tax-Deferred Accounts Tax Credits Beat Tax Deductions Asset Allocation in 529 Plans IRS Ruling May Rescue Estate Plans ESOPs As Retirement Plans  …

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