Tax Newsletter – May 2017

The HoganTaylor LLP Tax Team is excited to present the May 2017 edition of our eNewsletter. Our newsletter is designed to help you keep up with the latest tax issues.

As always, please do not hesitate to contact a member of the HoganTaylor Tax Team with any questions you may have regarding these subjects. Additionally, we welcome any thoughts or ideas you may have for future newsletter topics.

In This Issue:

With Retirement Plans, SIMPLE May Be Better

Deciding when to start Social Security will depend on many factors. Our office can crunch the numbers for you to help you proceed. Read More

Life Happens: Advice for Those Entities Filing Forms 1065

In 2015, legislation was passed to change rules regarding audits of partnership returns. The changes are effective for all entities filing Form 1065 for years beginning after December 2017. Read More

Tax-Wise Portfolio Rebalancing

Studies indicate that savvy asset allocation may lead to long-term investment success, but is rebalancing a tax trap? Read More

Tax Calendar

Find out what tax deadlines are approaching in June of 2017. Read More