Individuals

Julie Armstrong, CPA

You may have heard that home mortgage rates are currently at a thirty-year low, which makes it an excellent time to consider refinancing an existing mortgage.

Mary Ann Rosenberg, CPA

In a continuing effort to ensure reporting of worldwide income by U.S. taxpayers, the IRS has new reporting requirements for U.S. citizens and resident aliens with specified foreign financial assets.

The Wall Street Journal

This recent article outlines one of our favorite estate tax savings strategies, loans to family members.  This strategy works very well currently because of the minimum interest rate you must charge on loans between family members.  The strategy can be structured in different ways including the one discussed in the article.

Read the article