2019 Tax Planning: Retirement Savings for Individuals

Now is a good time to review and evaluate your retirement savings. The tax code provides significant incentives for individuals to make contributions to retirement savings and plans, including traditional and Roth IRA’s, as well as to employer sponsored qualified and non-qualified plans, including qualified 401(k) plans. A saver’s credit also may be available for… Continue reading 2019 Tax Planning: Retirement Savings for Individuals

Excise Taxes on Private Foundations Lowered

As you know, private foundations are generally exempt from federal income taxes. However, in certain circumstances, excise taxes may be imposed on the specific income of a private foundation. In two recent pronouncements, the IRS has identified two types of income that will no longer be subject to excise taxes.

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