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Donor-advised funds are among the fastest growing tools in the philanthropic arena. While they make up a relatively small part of philanthropic giving, they hold billions of dollars. These accounts allow the donor to make charitable contributions of cash, stock or other assets, such as property and artwork, and receive an immediate tax deduction for[…]

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It’s a question that’s on the minds of many of our clients. When is the best time to begin collecting Social Security benefits?  While the question may be common, the answer is a highly individualized one that depends on each person’s circumstances. In this blog post, we’ll take a look at several key factors involved with[…]

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The ABCs of Cryptocurrency Accounting Bitcoin Cryptocurrency We expect there to be major changes this year in how the IRS will enforce cryptocurrency gains. In this blog post we explore the definition of cryptocurrency and what you need to know about accounting for cryptocurrency transactions and reporting cryptocurrency gains on your 2018 tax return. What[…]

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As we have shared before, the IRS changed the withholding tables earlier this year after the passage of the Tax Cuts and Jobs Act of 2017.  As a result, a recent poll of members of the Pennsylvania Institute of Certified Public Accountants (PICPA) revealed that a large majority of their clients needed to adjust their[…]

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It is always a good idea to examine your tax exposure once per year as you complete your taxes. Changes to the tax law for 2018 have prompted many taxpayers to ask,  “Am I having enough money taken out of my paycheck?”  Now is the time to examine your tax withholding. In February of this[…]

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