Category Archive: Tax

sporting-entertainment-expense-tcja

What You Now Need To Know About Meal, Travel, and Entertainment

Abstract: When owners, managers and salespeople attend trade shows, call on customers or evaluate suppliers, they may incur meal, travel, and entertainment expenses. This article explains that many of these expenses may be deductible if ...

busienss-machinery

Did You Repair Your Business Property or Improve It?

Abstract: Business owners may think that, if they repair a piece of tangible property, they’ll qualify for an immediate tax deduction. But the IRS may define that “repair” as an “improvement,” and require the costs ...

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Excess Business Loss Rule May Be Unfavorable To You

Abstract: Sole proprietorships and pass-through entity structures, which include partnerships, S corporations and certain limited liability companies (LLCs), provide owners with some valuable tax benefits, such as avoidance of double taxation and the potential ability to ...

home-office

Family Office Structuring in Light of Lender Ruling

Recent court rulings and tax reform legislation has an impact on family office expense deduction. The lack of definition and bright-line test determining “trade or business activities” means that we must carefully consider the distinct ...

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Final Regulations Remove Two-Year Deferral of Advance Payments for Inventoriable Goods Under Section 1.451-5

On July 11, 2019, the IRS and Treasury released final regulations removing Section 1.451-5 of the Income Tax Regulations as a result of the changes made to Section 451 under the 2017 tax reform known ...

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IRS Releases New Round of Qualified Opportunity Zone Proposed Regulations – Observations Regarding Certain Key Provisions

Yesterday afternoon, the U.S. Treasury and the Internal Revenue Service (IRS) published a 169-page document setting forth a second round of proposed regulations regarding the new Qualified Opportunity Fund (“QOF”) investment vehicle. Generally, these new ...

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A Day in the Life Of a Tax Senior

My name is Kelli and I am a Tax Senior at HM&M, and this is a day in my life. First, a little background. I attended Texas AM&M University at Commerce where I earned my ...

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3 strategies that can be used to increase your charitable giving “bang for the buck”

Do you make charitable contributions? If so, read on. We may be able to help you cut the costs of charitable giving – or increase the size of your contributions without costing any more in ...

tax-strategy-meeting

Tax Strategies for Businesses – Part 2

View part I here. The recently enacted Tax Cuts and Jobs Act (TCJA) has altered the tax landscape for a lot of businesses. Please consult your HM&M advisor if you would like to have a ...

mortgage-loans-standard-deduction-increase

Tax Strategies for Individuals – Part 1

Considering Standard Deduction Increase Given the increased standard deduction for 2018 will you still be eligible for itemizing your deductions? If the total of your allowable itemized deductions exceeds the standard deduction you should still ...

business-agreement-over-tax-strategies

Tax Strategies for Businesses – Part 1

The recently enacted Tax Cuts and Jobs Act (TCJA) has altered the tax landscape for a lot of businesses. Please consult your HM&M advisor if you would like to have a conversation about how your ...

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Tax Strategy: Qualified Charitable Distributions

Almost everyone 70 ½ years of age or older must take (almost always) taxable required minimum distributions (RMDs) from traditional or inherited individual retirement accounts (IRAs). Individuals may distribute up to $100,000 tax-free from their ...