Tax

The New Business Tax Break: Qualified Business Income Deduction

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by SherylCPA     May 14, 2018      0.0 (0) Introduction The Tax Cuts and Jobs Act (TCJA) has created a tax savings opportunity for businesses. Corporate tax rates have been reduced to a maximum 21 percent, while other businesses can qualify for a 20 percent income reduction by means of the Qualified Business Income (QBI) deduction. The QBI deduction was enacted to allow “pass-throughâ

Keebler Talks Tax Cuts For Year-End Planning

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by agluck     December 04, 2017      0.0 (0) With less than 30 days to act on a slew of one-time tax law savngs opportunities, the replay of Bob Keebler’s December 1st webinar about year-end planning gives you everything real financial professionals need to know now.   A4A is a community.  Fritz Meyer, Craig Israelsen, and Bob Keebler collaborate with you direclty about low cost i

What Is the Marginal Tax Rate on Pass-through Business Income?

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by GlennDaily     February 26, 2018      0.0 (0) I am a sole proprietor and a C-corp owner, so the 2017 tax legislation (unofficially, the Tax Cuts and Jobs Act) affects me in multiple ways.   I had a simple question: What is the marginal tax rate on sole proprietor income, taking account of the new deduction for "qualified business income"?  

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Avoiding The 60 Day Trap When Borrowing From An IRA

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by SherylCPA     September 01, 2016      0.0 (0)   Clients sometimes need cash temporarily and view their Individual Retirement Accounts (IRAs) as the perfect source. This can be a dangerous option unless they follow the 60-day rollover rule. Your client can borrow money from an IRA without paying tax as long as it’s paid back within 60 days. This resource can be a lifesaver w

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2015 Year-End Tax Planning For Investment Advisors

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by agluck     August 30, 2015      0.0 (0) Presenting on 2015 year-end tax planning techniques to investment advisors, Bob Keebler deftly straddles a fine line for financial professionals who are not tax advisors. In this session, Keebler gives the right blend of advanced and basic techniques needed to equip investment advisors with tax knowledge to respond intelligently to clients’