Tax News Updates & Info Resources

  • Congress Could Improve Both the Tax Code And Health Coverage By Redesigning The Tax Subsidy For Employer-Sponsored Insurance
  • Strengthening The Federal-State-Local Partnership In Recession And Recovery
  • State And Local Governments Have A Role To Play In Reducing The Wealth Gap
  • Would Wealth Taxes Solve Wealth Inequality?
  • Budget Blues For Tax Administration
  • Repealing the ACA’s Excise Taxes Benefits Middle- and Upper-Middle Income Households More than Other Groups
  • Could A Redesigned Tax Deduction Help More People Feel Good About Charitable Giving?
  • Three Largely Ignored Tax Policy Issues When Taxing The Wealthy
  • What Trillion Dollar Deficits In An Era of Full Employment Look Like
  • Effective Income Tax Rates Have Fallen For The Top One Percent Since World War II

  • 2018 NEW TAX LAW UPDATE: Tax Cuts & Jobs Act (“TCJA”)

    The Tax Adviser Article for Individuals
    Qualified Business Deduction explained

    Tax Cuts Jobs Act Update_Dec_13_2018

    TCJA_2018_MFJ_Example

    TCJA_2018_Single_Example

    Tax Related Links & Resources:

    Internal Revenue Service
    Minnesota Department of Revenue
    The Simple Dollar: A good web site with Tax Calculations, Forms and Info
    Tax Almanac
    Tax Policy Center
    Tax News & Commentary
    Government Accountability Office
    Research Revenue Rulings & Cases
    What Factors Determine Minnesota Residency ? (.pdf
    Minnesota 529 College Savings Plan – Online Setup & Management

    Resource Documents & Files; Financial & Estate Planning:

    Gift Tax & Estate Tax Issues & Planning
    Rule of 72 (pdf)
    Time Value of Money for Retirement (.pdf)
    “Good Interest” & 30-year vs 15-Year Mortgages (.pdf)
    Family Limited Partnerships – An Overview (pdf)
    Deferred Tax – IRC Sec 1031 Exchange (pdf)
    Common Law Marriage Questions – Minnesota (.pdf)

    Marriage Planning: Tax & Economics (pdf)
    The “Stealth Tax” – The Alternative Minimum Tax (.pdf)
    Depreciation Tables & Asset Class Life (pdf)

    1031 Tax Deferred Exchanges – Benefits & Procedures

    Network Investments & Real Estate Services

    Tax vs Cash Consequences on the Sale of Depreciated Investment Property that is Highly Debt Leveraged (Short Sales & Foreclosure).

    Cash vs Tax Consequences (Sale of Duplex & High Debt) (pdf)
    Cash vs Tax Consequences – Worksheets (Cash Shortfalls & Foreclosure) (pdf)