Britany Morrison

Tax and Wealth Advisor Alert: ‘Tis The Season for Charitable Giving and Tax Deductions

As we enter the holiday season and focus on what we are most thankful for, many of us will begin…

5 years ago

Tax and Wealth Advisor Alert: Proposed Bipartisan Bill to Expand Research and Development Tax Credit

Late July, Senator Maggie Hassan (D-NH), a member of the Senate Finance Committee, and Senator Thom Tillis (R-NC) introduced the…

5 years ago

Tax and Wealth Advisor Alert: Time to Act on Act 368: Wisconsin Pass-Through Entity-Level Tax Election

In December of 2018, Wisconsin enacted tax legislation—Wisconsin Act 368—that specifically impacted LLCs, S-Corps, and partnerships (“pass-through entities”). The Act…

5 years ago

IRS Unveils Significant Virtual Currency Taxation Enforcement Initiative

The Internal Revenue Service (IRS) recently announced that, by the end of August 2019, more than 10,000 taxpayers would receive…

5 years ago

Tax and Wealth Advisor Alert: Not Feeling so SECURE: Proposed Law Could be Costly for Non-Spouse IRA Beneficiaries

On May 23, 2019, the House overwhelmingly voted (417-3) to approve the SECURE (Setting Every Community Up for Retirement Enhancement)…

5 years ago