Author: Brian Rodgers

Year-end Tax Savings with Depreciation

Year-end Tax Savings with Depreciation

As we approach the end of the year, it’s a good time to think about whether your business needs to buy business equipment. If so, you may benefit from the Section 179 depreciation tax deduction. The election provides a tax windfall to businesses, enabling them to claim immediate deductions for qualified assets, instead of taking…

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Qualified Opportunity Zones: Tax Free Real Estate Investments

Qualified Opportunity Zones: Tax Free Real Estate Investments

A well kept secret found in the Tax Cuts and Jobs Act of 2017 is the Qualified Opportunity Zones (QOZ), a program designed to boost development in economically distressed communities. In exchange for new investments in these communities, investors receive preferential tax treatment. As traditional as it sounds, the QOZ program is far from a…

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A Short Guide to Deducting Travel Expenses

A Short Guide to Deducting Travel Expenses

If you have to travel as part of being self-employed, you know traveling costs can add up fast. Fortunately, there are a few tax breaks available to offset those expenses. Follow this short guide to learn how to lower your tax bill by deducting your business travel expenses. Business mileage vs. business travel expenses As…

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Year-End Tax Checklist

Year-End Tax Checklist

Maximize Your Retirement Account Contributions Now is the time to maximize contributions to your retirement accounts. If you participate in a company sponsored 401(k) plan, try to meet your employers’ matching contribution at the very least so you’re not leaving “free” money on the table. Additionally, you may want to increase your own contribution in…

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Can I Still Deduct My Holiday Party?

Can I Still Deduct My Holiday Party?

The holiday season is a great time for businesses to show their appreciation for employees and customers by giving them gifts or hosting holiday parties. Before you begin shopping or sending out invitations,  it’s a good idea to find out whether the expense is tax deductible. The Tax Cuts and Jobs Act reduced certain deductions…

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Saving For College – 529 Plans

Saving For College – 529 Plans

A 529 Plan offers many tax benefits which are better than depositing funds into a traditional savings account or tapping into your retirement savings.  Investment earnings in a 529 Plan are not subject to federal capital gains tax and are generally not taxed by state governments when used for qualified education expenses such as tuition,…

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Deducting Business Use of Your Home Doesn’t Have to be Complicated

Deducting Business Use of Your Home Doesn’t Have to be Complicated

With the proliferation of telecommuting, home offices are now so common that claiming it on your taxes is no longer complicated and subject to IRS scrutiny.  Under the “safe harbor” option you can deduct, based on square footage of your home office,  $5  per square foot (up to a maximum of $1,500). The space must…

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Personal Expenses versus Business Expenses

Personal Expenses versus Business Expenses

Generally, you cannot deduct personal, living or family expenses. However, if you have an expense for something that is used partly for business and partly for personal purposes, divide the total cost between the business and personal use. You can deduct the business portion. For example, if you borrow money and use 70 percent of…

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