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News & Publications

These are just some of the news items that we find informativuse.  We hope you find these articles relevant and useful for your organization.

01

Top 10 Tax Deductions For Active Traders

Forbes 06.02.2016

​You can expense new tangible property items up to $2,500 per item. Before 2015, the IRS threshold for capitalization with depreciation vs. full expensing was $500. When you purchase a new trading computer system its best to arrange separate invoices for each item not exceeding $2,500.

02

SEC: Middle-Class Investors Targeted With '1 Percenter' Deals

​Financial Adviser, 06.01.2016

If investment returns sound too good to pass up; Maybe you should.  Two California men have been charged with pocketing millions of dollars from investors who thought they were going to get 60 percent returns for investing in hot pre-IPO stocks, the Securities and Exchange Commission announced Monday.

03

Appeals Court Affirms Tax Court's Reformation Of Limitations Waiver

Forbes Taxes, 05.24.2016

Often times we have used contract law to assign responsibility or avoid penalties in certain types of tax cases. It is interesting that IRS uses the same principles to its advantage.  In the case Kunkel v. Comm’r, No. 15-2232 (7th Cir. May 10, 2016) ,  when the IRS made a mistake extending the time period for collection, it prevailed in its argument that reformation was the appropriate remedy. 

04

New Regulations Clarify The Intersection of Partnerships, Disregarded Entities, And Self-Employment Taxes

Forbes Taxes, 05.24.2016

The rule that a disregarded entity is treated as a corporation for employment tax purposes does not apply to the self-employment tax treatment of any individuals who are partners in a partnership that owns a disregarded entity.

05

IRS to Delay Tax Refunds Involving EITC and ACTC Next Year

Accounting Today 06.13.2016

​The Internal Revenue Service is warning tax professionals that next year a new law will require the IRS to hold all Earned Income Tax Credit and Additional Child Tax Credit refunds until Feb. 15 as a safeguard against identity theft and tax fraud.

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