new tax advice: what clients need now

16 hot topics for tax planning – all billable.

by ed mendlowitz
the practice doctor

it seems all anyone is talking about these days is the new tax act. for over a year i have been posting a tax blog every four weeks on www.bottomlineinc.com. so now there are more than a dozen.

use the titles below to select what you are interested in, and i am sure you will get some valuable information you could use with clients.

if you owe back taxes, here’s what to do

how to give to charity from your ira (and avoid taxes)

tax breaks for gains and losses on small business corporations

how trusts are taxed

estate income tax planning for people with no taxable estates

a dozen tax breaks for education expenses

new tax-planning opportunities for 2018—start making these moves now

choose your self-employed retirement plan—starting right here

it’s the last call for these tax deductions

why “tax time” is now—and you should do these 10 things in november or december

substantiate your deductions…or kiss them good-bye

second-marriage tax considerations

inherited an ira? what you need to know

the worst investments you can make from a tax standpoint

i was assisted in these blogs by my partners brain lovett and peter weitsen and many others that i got ideas from or ran ideas by. while my name is shown on the top it has been a collaborative effort and shows the versatility of the tax department at withum. i also received some behind the scenes help where they preferred not to be mentioned. additionally, there are many others here at withum whose efforts serve clients very well every day of the year.

i have been associated with bottom line inc since i met marty edelston in 1976 when he published what i believe was the best newsletter for business managers and leaders – boardroom reports. at some point it evolved into bottom line personal and while they still have an excellent print newsletter, they also have an outstanding web site and i urge all of my readers to check it out at the above url.

my blog can be accessed at https://bottomlineinc.com/blogs/pay-less-tax-man.

 

p.s.: if you would like some information about martin edelston here is a link to a blog i posted soon after he passed away.