Tax Reform

Tax Reform’s Impact on Individual Taxpayers


Tax Reform’s Impact on Individual Taxpayers The “Tax Cuts and Jobs Act,” provides the most sweeping changes to the tax code since 1986. This WNDE post will highlight the changes that are relevant for individual taxpayers. Details Individual tax reform is temporary. Unless noted, the...

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Tax Reform Less Entertaining


Tax Reform eliminates the entertainment deduction for tax years 2018 and forward. Deductions for entertainment expenses will be disallowed and the current 50% limit on the deductibility of business meals is expanded to include meals provided on the business premises of the employer for those...

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New Withholding Tables Released


You may soon see an increase in your net check as a result of tax reform. The Tax Cuts and Jobs Act made a number of changes for 2018 that affect individual taxpayers, including an increase in the standard deduction, repeal of personal exemptions, a reduction in tax rates and widening of the...

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young student holding textbooks and money

Reminder for Parents, Students: Check Out College Tax Benefits


With back-to-school season in full swing, the Internal Revenue Service reminds parents and students about tax benefits that can help with the expense of higher education. Two college tax credits apply to students enrolled in an eligible college, university or vocational school. Eligible students...

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Start Your Year-End Tax Planning Now


As the end of 2017 approaches, it’s time to start thinking about tax planning strategies. However, the current political landscape is causing a great deal of uncertainty about federal tax positions and the best strategies for tax mitigation over the coming years. Since Congress and the...

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2017 Tax Planning Guide Available


To assist you as you prepare to meet with us and file your tax returns for 2017, we want to remind you that our Tax Planning Guide is available online. It shares helpful information about ways you can minimize your tax burden. Click here to access your copy of the Tax Planning...

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Capital Gains and Losses – 10 Helpful Facts to Know


When you sell a capital asset, the sale normally results in a capital gain or loss. A capital asset includes most property you own for personal use or own as an investment. Here are 10 facts that you should know about capital gains and losses: Capital Assets. Capital assets include property...

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WNDE Partner Candace Huie Comments on National Tax Reform Efforts


  National Tax Reform--WNDE Partner Candace Huie Comments on Tax Reform Efforts--In response to an Orange County Business Journal inquiry about the prospects for national tax reform, White Nelson Diehl Evans Partner Candace Huie offered the following comments:  Since the conclusion...

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profile spotlight on jeremy shaw cpa

Manager Profile: Jeremy Shaw


Jeremy Shaw, CPA, is an audit manager at WNDE.  In this role, he serves clients in a wide variety of industries, including distribution, manufacturing, business and professional services.  He specializes in working with for-profits and non-profits—his non-profit clients serve the homeless,...

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Claiming a Tax Deduction for Medical and Dental Expenses


  Your Medical Expenses May Save You Money at Tax Time, But a Few Key Rules Apply Due to the 10% AGI threshold for taxpayers less than 65 years old, explained Krystle Dean, CPA, a senior tax manager for WNDE, clients often are not able to take the available tax deduction for medical...

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