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UPDATES&INSIGHTS: TAX – November 2018

UPDATES&INSIGHTS:TAX is a HoganTaylor Tax practice publication designed to help you keep up with the latest tax issues impacting your organization.

In this issue, you will learn about year-end tax strategies for accrual-basis businesses, tax-advantaged investments, life insurance and catch-up contributions for retirement investments.

In This Issue:

Year-End Tax Strategies for Accrual-Basis Businesses

The last month or so of the year offers accrual-basis businesses an opportunity to make some timely moves that might enable them to save money on their 2018 tax bills. This brief article offers a variety of timely tips to consider. Read More

Taxable vs. Tax-Advantaged: Where to Hold Investments

When investing for retirement or other long-term goals, people usually prefer tax-advantaged accounts. But traditional taxable accounts may still make more sense for certain investments. Read More

Is Now the Time for Some Life Insurance?

Many people reach a point in life when buying some life insurance is highly advisable. Once they determine that they need it, the next step is calculating how much they should get and what kind. This article discusses both points. Read More

Getting Caught Up with the Latest Catch-Up Contributions

Taxpayers age 50 or older on December 31 of any given year can start making “catch-up” contributions to their employer-sponsored retirement plans by that date. This article serves up reminders regarding the contribution limits. Read More