Protective Refund Claims for Taxes Paid Under the Affordable Care Act (ACA)
April 15th is not just Tax Day. It is also the deadline to file a protective refund claim for timely-filed 2017 tax returns. Currently there is litigation pending in the Supreme Court challenging the constitutionality of the tax provisions...
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Breaking up Is Hard to Do: That Home in Florida May Not Save You From State Income Taxes
Domicile is a lesser-known concept that goes beyond where you own property or where you spend most of your time and it is essentially intent-based. Domicile is a person's fixed, principle, and permanent home or the place they intend...
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Our 2020 Year-End Planning Checklist for Uncertain Times
One adjective that describes this year is âuncertainâ. Regardless of what the future brings, proactive year-end planning is always essential. Here is a checklist of things to consider before the end of 2020.
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Benefiting From Historically Low Mortgage Rates
If you have not given serious thought to refinancing or analyzing how borrowing at low rates may benefit your broader financial situation, now is the time. Many financial rates are at historic lows due to current conditions, market instability...
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Next Nest: Working Remotely Through COVID-19
In this edition of Next Nest, the Carlsonsâ son and his fiancĂŠe deal with working remotely during COVID-19 and leaving their NYC apartment to quarantine at the familyâs beach house. Sate income taxation rules are complex, and the increase...
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