Tax Warrior Chronicles

By: 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

By: 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

By: 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

By: 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

Educating 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