Tax Warrior Chronicles

GUEST BLOG: 6 Gaps in Personal Insurance-How Not to Fall Victim to Benign Neglect

Posted on Mon, Jun 17, 2019

Tamar Silberberg Shiffman Head Shot

By: Tamar Silberberg-Shiffman

 

If you have multiple homes, automobiles and valuable articles, there’s a 90% probability that you’re overpaying on insurance premiums by up to 40%, and/or you have significant holes in your safety net. Today’s guest blogger, Tamar Silberberg-Shiffman, of Concierge Insurance Solutions, will walk you through identifying six (6) likely ... Read More

Tax Warrior Vlog - Let's Pick on Congress: Drafting Errors in TCJA

Posted on Wed, Jun 12, 2019

 

Remember the Tax Cuts and Jobs Act drafting errors Chris Catarino talked about in the last vlog? Now he goes into a little more detail.

 

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Introducing  - Tax Warrior Vlog

Posted on Wed, Jun 12, 2019

Chris Catarino shares insights on what we learned after the first full year of the Tax Cuts & Jobs Act.

 

 

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June 30th Opportunity Fund Testing is Near - Here’s What You Need to Know to Pass!

Posted on Mon, Jun 10, 2019

chris-catarino-largeThe most recent set of proposed Opportunity Zone (OZ) regulations, issued by Treasury in April, provide the clarity many OZ Fund sponsors need to begin doing deals. However, early-adopters formed funds in 2018 and the beginning of 2019 despite the uncertainty in the law. For these courageous few, a critical IRS testing date is fast-approaching on June 30, 2019. Today, we discuss what you need to know to pass your OZ Fund’s mid-term test.

 

Back-up... there’s a test my fund needs to pass to ... Read More

What Pride Month Means to The Tax Warriors

Posted on Fri, Jun 07, 2019

new_D&S_logo_Rainbow-White_4.18-1By: Eric R. Elmore

 

When I was growing up in the 70s, there was a Sunday morning children’s program called “Wonderama.” Its closing theme song was “Kids are People, Too.” I’m proud to work for a firm that views and treats members of the LGBTQ community the same way…as people, like everyone else. 

 

Before the Read More

Wayfair - One Year Later

Posted on Thu, Jun 06, 2019

CLARE PORRECA - OFFICIAL - 2016By: Clare Porreca, CPA, MT

 

Since the U.S. Supreme Court’s 2018 decision in the South Dakota v. Wayfair, Inc. case, states have continued to update their statutes to assess and collect sales tax from out-of-state sellers, specifically, online retailers.  In a nutshell, the Supreme Court agreed that out-of-state sellers who met certain thresholds had nexus in South Dakota and thus, ... Read More

"Spring Forward" with a W-4 Check-up

Posted on Tue, Jun 04, 2019

TCJA-2017By: Kelly Ha

 

Remember that government form called a W-4? It's usually part of a pile of other forms when starting a new job, and determines the amount of income taxes that your employer will withhold from your paycheck. This week, the IRS issued a draft of the new Form W-4, which reflects changes under the Tax Cuts and Jobs Act (TCJA).  Here's what you need to know...

 

A Form W-4 comes with a series of worksheets that help you calculate ... Read More

Tax Implications of Senator Elizabeth Warren's Plan to Eliminate Student Loan Debt

Posted on Thu, May 23, 2019

AdeleBy: Adele Kilgus, CPA

 

Democratic presidential hopeful Elizabeth Warren's plan to forgive student loan debt has been making headlines the past few months. The Tax Warriors wanted to dive in to see what tax implications could be lurking amidst the plan.

What's the plan?

  • Cancellation of $50,000 in student loan debt for every person with household income under $100,000.
  • The $50,000 cancellation amount phases out by $1 ... Read More

Learn from The Tax Warriors® – Upcoming Events

Posted on Wed, May 22, 2019

DS 2017 Social Media Icon 2Educating clients is among the most important parts of being a Tax Warrior.  We take pride in helping clients sustain and grow their wealth through Tax As A Business Strategy®  and introducing our expertise to new audiences.  To that end, here are a few upcoming events featuring Tax Warriors as speakers/educators.  We hope you can participate in one of our programs.

 

International Private Client Issues ... Read More

HAPPY MOTHERS' DAY - Advice to New Moms on Returning to Work

Posted on Thu, May 09, 2019

DottieBy: Dottie Leonardi

 

At Drucker & Scaccetti, our 100-person tax advisory and consulting firm is having a mini baby boom.  Our ranks include three new moms, two expectant moms and one returning mom, plus two expectant dads. 

 

We are developing a new parent coaching group to help navigate the return to work for our new parents and are discussing how best to provide this.  Who will be the coaches; recent new parents or experienced ... Read More