Tax Warrior Chronicles

Tax Impact of Divorce

Posted on Thu, Dec 05, 2019

By: Stefanie Ostrich, CPA


Divorce brings many changes to the lives of families.  It can also bring a number of financial planning opportunities.  All should be discussed with both your tax professional and attorney and addressed in your divorce agreement. Today, we’ll discuss a few tax-specific topics to include in those crucial conversations.

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Taxation at Birth/Taxation at Death – The Circle of Life

Posted on Thu, Sep 19, 2019

By: Matt Lebo


As Disney’s live-action The Lion King plays in theaters all around the world, we are reminded of the fable’s signature song, “The Circle of Life.” Taxes are certainly a part of our lives at the beginning and at the end of life. Contemplating this truism, I thought I’d share six (6) tax considerations for those who have welcomed a newborn in 2019, as well as six (6) tax considerations for those who may have regrettably lost a loved one. 

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Jump Start Your Tax Filing – Do I Owe?

Posted on Thu, Jan 10, 2019

By: Stacie Court, CPA, MST


2019 is here and the tax filing season is right around the corner (can you believe it?).  Numerous changes to the tax code have taken affect for 2018 returns and the big question on everyone’s mind is, “Will I have a balance due in April?”  We’re here to help you get a jump start on gathering your tax documents, become aware of changes that may impact your tax liability and help you answer that dreaded question as soon as possible so you can plan accordingly.    

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The New Tax Law: 2018 Year-End Planning Tips for Individuals

Posted on Mon, Dec 03, 2018

By: Tiffany Diaz, CPA


Last week, we shared our top year-end planning tips for businesses. We hope you found the ideas useful. There was much ado about the Tax Cuts and Jobs Act of 2017 (TCJA) over the past 12 months.  But, now it’s crunch time and on January 1, the rubber meets the road. So, with today’s blog, we share our top year-end planning tips for individual filers.

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Framework for Fixing Our Broken Tax Code Released - Lacks Depth and Details

Posted on Thu, Sep 28, 2017

by:  Rosalind W. Sutch, Chris Catarino, Jane Scaccetti

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