Ronda Holloway, CPA, P.C.

1551 Jennings Mill Road, Suite 2100-B
Watkinsville, GA 30677

Phone: (706) 549-7343
Fax: (706) 549-2526

STAY UP TO DATE ON TAX REFORM CHANGES

News

Newsletter

February 2018

  • Solving the Annuity Puzzle
  • Deducting Employee Business Expenses
  • Insuring Key People at Small Companies


January 2018

  • Investing In 2018: Dividend Stocks
  • Investing In 2018: Defensive Funds
  • Small Companies Need Plans for Natural Disasters

December 2017

  • Pros and Cons of Asset Management Fees
  • Win With a Roth IRA Reversal
  • Year-End Thank You Gifts From Business Owners

November 2017

  • Uncertainty Hampers Year-End Tax Planning
  • Year-End Planning for Investors
  • Year-End Retirement Tax Planning
  • Year-End Tax Planning for Charitable Donations
  • Year-End Business Tax Planning

October 2017

  • Prepare Your Kids for Financial
    Independence
  • New IRS Ruling May Rescue Estate
    Plans
  • Tax Court Approves 100% Business
    Meal Deduction

September 2017

  • Ginnie Mae Funds for Your Retirement
  • Tax Credits Beat Tax Deductions
  • R&D Tax Credits for Small Companies

August 2017

  • College Costs Really Are Increasing Again
  • Start FAFSA Planning Earlier
  • Asset Allocation in 529 Plans
  • Outlining the Trump Tax Plan
  • How Small Business Retirement Plans Compare

July 2017

  • Calculating Retirement Needs
  • Taxable Versus Tax-Deferred Accounts
  • Small Companies Can Do Well While Doing Good

June 2017

  • The Third Best Investment You Can Make
  • Prenups Can Serve Many Purposes
  • Solo 401(k) Plans for Companies Without Employees

May 2017

  • Tax-Wise Portfolio Rebalancing
  • Social Security Strategies That Still Work
  • With Retirement Plans, SIMPLE May Be Better

April 2017

  • Dealing With an IRS Audit
  • Deciding About a Vacation Home
  • ESOPs as Retirement Plans

March 2017

  • Playing Defense as Stock Prices Soar
  • Holding Down Premiums for Medicare Part B
  • Safe Harbor 401(k) Plans for Small Companies

February 2017

  • After-Tax Dollars in Traditional IRAs
  • "Combo" Products for Long-Term Care Coverage
  • Defined Benefit Plans for (Very) Small Companies

January 2017

  • Be Cautious with Hard-to-Value IRAs
  • The "Other" Exchange-Traded Funds
  • Profit-Sharing Plans for Your Small Business

December 2016

  • Seeking a Stable Retirement
  • Foreign Stock Funds Can Be Doubly Taxing
  • Automatic Enrollment Retirement Plans

November 2016

  • More Certainty for Year-End Tax Planning
  • Year-End Planning for Itemized Deductions
  • Year-End Planning for Deducting Taxes Paid
  • Year-End Planning for Charitable Donations
  • Year-End Planning for Medical Deductions
  • Year-End Retirement Tax Planning
  • Year-End Business Tax Planning

October 2016

  • Financial Steps to Take After a Child is Born
  • Investing in Gold Can Be Taxing
  • What Goes Into a Wellness Program

September 2016

  • Customization Comes to Target-Date Funds
  • Drawing Down Your Portfolio in Retirement
  • Setting Paid-Time-Off Policies

August 2016

  • The True Cost of Higher Education
  • Make the Most of College Financial Aid
  • Campus Tax Credits Can Top Tax Deductions
  • The Second Best Investment You Can Make
  • Using IRA Money to Buy a Business Can Be Dangerous

July 2016

  • What the New Federal Fiduciary Rule Means to Investors
  • ETFs Can Be Plain or Fancy
  • Disaster Planning Versus Succession Planning

June 2016

  • Should You Pay Summer Interns?
  • Planning for Today's Pensions
  • Putting Your Money Into Timeshares

May 2016

  • Health Insurance and Divorce
  • Fun and Games...and Taxes
  • New Law May Boost C Corporations

April 2016

  • Deducting Sales Taxes
  • IRA Charitable Donations
  • Higher Education Tax Breaks
  • Tax-Free Investment Gains
  • Business Tax Benefits

March 2016

  • Deducting Charitable Gifts
  • Tax-Efficient IRA Withdrawals
  • Cybersecurity for Business Owners

February 2016

  • Deducting Interest Paid
  • The IRS May Put You on Hold
  • Portability in Estate Planning

January 2016

  • Deducting Taxes Paid
  • Deducting IRA Contributions
  • Going Outside to Sell Your Company

December 2015

  • Investing for the Long Term
  • QTIP Trusts Still Offer Advantages
  • Put Cadillac Health Plans on Your Road Map

November 2015

  • Will the Third Shoe Drop?
  • Year-End Investment Tax Planning
  • Year-End Family Tax Planning
  • Year-End Retirement Tax Planning
  • Year-End Charitable Tax Planning
  • Year-End Business Tax Planning
  • Year-End Estate Tax Planning

October 2015

  • Cons and Pros of Roth IRAs
  • Where to Find Investment Income
  • Social Media for Business Owners

September 2015

  • Past Losses Offer Winning Opportunities
  • Supreme Court Decision May Affect State Taxes
  • Ongoing Responsibility for Retirement Plans

August 2015

  • Facing College Costs
  • What You Should Know About Student Loans
  • Restructuring Education Debt
  • Why You Need a Will
  • SIMPLE 401(k) Plans May Appeal to Employees

July 2015

  • The Math of Buy and Hold
  • Passive Activity Losses From Rental Property
  • Succession Planning for a Family Business

June 2015

  • Winning Social Security's Waiting Game
  • Control the Costs of Wedding in Your Family
  • Keep Your Company After a Divorce

May 2015

  • Holding Stocks in Retirement Accounts
  • Finding a Low-Tax State
  • What Lower Oil Prices Mean to Your Company

April 2015

  • Are Tax Refunds Good or Bad?
  • Seeking Safety in Long-Term Treasuries
  • Private Health Insurance Exchanges for Business Owners

March 2015

  • Above-The-Line Tax Deductions
  • Dealing With Sequence Risk
  • Turn Relatives Into Employees to Reduce Taxes

February 2015

  • Renting Versus Buying a Home
  • Income Annuities in Employer Retirement Plans
  • When Workers Are Independent Contractors

January 2015

  • Create a Personal Cash Flow Statement
  • Tax-Free Roth IRA Conversions
  • New Year's Resolutions for Business Owners

December 2014

  • New Regulations Bolster Longevity Annuities
  • Global Funds Versus International Funds
  • The Surge in Emerging Markets Bonds
  • Be Wary of Accumulated Assets

November 2014

  • A Tale of Two Couples
  • Year-End Investment Tax Planning
  • Year-End Charitable Tax Planning
  • Year-End Family Tax Planning
  • Year-End Retirement Tax Planning
  • Year-End Estate Tax Planning
  • Year-End Business Tax Planning

October 2014

  • Planning for Retirement Income
  • As Collectibles Boom, Selling can be Taxing
  • S Corporation or LLC

September 2014

  • Passive Investing is Moving Up
  • Inherited IRAs in Bankruptcy
  • Deducting Foreign Business Travel

August 2014

  • Financial Aid Starts With the FAFSA
  • Grandparent Aid for College Costs
  • Keeping Wealth in Your Family’s Future
  • Tougher Rules on Reverse Mortgages
  • Reasonable Compensation for S Corporation Owners

July 2014

  • Be Sure About Rental Car Insurance
  • Deductions for Dining Out
  • Tax-Free Income From Renting Your Home

June 2014

  • The Risks of Riskless Investing
  • How Inherited Assets Differ From Gifts
  • Prime Points for Your Buy-Sell

May 2014

  • Liquid Alts Move Into the Mainstream
  • Mixing Annuities and IRAs
  • Making Expense Accounts Accountable

April 2014

  • Is It Time to Trim Stocks?
  • Supreme Court Bolsters Beneficiary Rights
  • Business Owners Get More Bang From Flex Plan Bucks

March 2014

  • Juggling Appreciated Assets and Bequests
  • Learning About Mutual Fund Share Classes
  • Estimated Taxes for Business Owners

February 2014

  • SEP Plans Go Separate Ways
  • Mixing IRA Distributions With Social Security
  • The “Other” April 15 Deadlines

January 2014

  • Five Years Later, Tax Lessons Learned
  • Benchmark Based Life Insurance and Annuities
  • Underused Deductions for Business Owners

December 2013

  • Alert: New Rules for Health Insurance
  • Pay Premiums or Pay a Penalty
  • Shopping Malls for Health Insurance
  • Businesses Must Give Notice

November 2013

  • Planning for “Permanent” Tax Laws
  • Year-End Tax Planning for Investors
  • Year-End Tax Planning for Retirement
  • Year-End Estate Tax Planning
  • Year-End Tax Planning for Donations
  • Year-End Tax Planning for Business Owners

October 2013

  • Tax Planning for Same-Sex Spouses
  • Don’t Waste 529 Tax Benefits
  • IRS Approves Simpler Home Office Deductions

September 2013

  • Real Estate Investing With REITs
  • Deferred Income Annuities for Your Future
  • Leasing Company Cars

August 2013

  • Make Student Loans Less Taxing
  • Cashing In on Foreign Stocks
  • Employers’ Health Insurance Penalties Are Delayed

July 2013

  • The Paradox of Long-Term Care Insurance
  • Trim Steep New Taxes With a Charitable Trust
  • Funding a Small Business Succession Plan

June 2013

  • Diversify 529 Accounts
  • Maximizing Medical Deductions
  • Getting Started on a Succession Plan

May 2013

  • From Bear Market to Bull Market
  • New In-Plan Conversions
  • Using the Work Opportunity Tax Credit

April 2013

  • Reducing Uncertainty, Increasing Complexity
  • Restoring a Higher Tax Bracket
  • Lower Income, Higher Taxes
  • Estate and Gift Taxes Have Been Clarified
  • Breaks for Business Owners
  • AMT Relief, Child Tax Credit, and More

March 2013

  • Tax-Free Gains From Home Sales
  • Do Well While Doing Good With a Charitable Gift Annuity
  • Passing the Tests for Entertainment Deductions

February 2013

  • SEP Plans Go Separate Ways
  • Mixing IRA Distributions With Social Security
  • The “Other” April 15 Deadlines

January 2013

  • Social Security: The 8% Solution
  • Buying Stocks Through Dividend Reinvestment Plans
  • Tax Planning for S Corporation Owners

December 2012

  • Nondeductible Contributions to Traditional IRAs
  • In Your Estate Plan, Include a Letter of Instruction
  • Two Keys to a Successful Buy-Sell Agreement

November 2012

  • Back to the Brink
  • Planning Ahead for the 3.8% Surtax
  • Year-End Tax Planning for Investors
  • Year-End Tax Planning for IRAs
  • Year-End Estate Tax Planning
  • Year-End Tax Planning for Business Owners

October 2012

  • The Supreme Court's Health Insurance Decision: What It Means to You Now
  • New Tax for High-Income Taxpayers
  • Trusts and Estates May Owe the Surtax, Too
  • Additional Medicare Tax for Certain High-Income Taxpayers
  • Higher Hurdles for Medical Deductions and Exemptions

September 2012

  • Dealing With Household Employees
  • Taxes on Gambling Winnings
  • Exploring the World of Exchange-Traded Funds

August 2012

  • How Long Should You Keep Records?
  • Wellness Programs for a Healthier Bottom Line
  • Tax Savings Versus College Aid
  • Investing on the New Frontier
  • Selling a Life Insurance Policy Can Be Taxing

July 2012

  • New JOBS Act Offers Flexibility to Small Companies
  • 401 (k) Loans and Hardship Withdrawals
  • Learning the A-Bs of Estate Tax Planning With Trusts

June 2012

  • Corporate Minutes Can Provide Timely Assistance
  • Municipal Bond Refundings May Offer Safe Tax-Exempt Income
  • Pros and Cons of Living Trusts

May 2012

  • New IRS Rules May Offer Tax Breaks for Property Owners
  • The Gift Tax Still Matters
  • Investing on Margin Increases Risk and Potential Rewards

April 2012

  • Business Owners May Defer Tax on an Employee Stock Ownership Plan Sale
  • Keep Track of Noncash Contributions

March 2012

  • Offering an Educational Assistance Program Can Be a Smart Move
  • How IRA Distributions Are Taxed
  • Qualified Dividends Still Have Tax Advantages

February 2012

  • IRS Offers a Deal to Companies Claiming Contractors
  • Home Office Deductions Demand Exclusivity
  • Making Sense of Mutual Fund Taxation

January 2012

  • Make Disability Insurance Less Taxing
  • Dealing With Required Distributions
  • Weighing the Benefits of Medicare Advantage

December 2011

  • Contrarian Investing Versus Momentum Strategies
  • Dodge a Real Estate Tax Trap With a Like-Kind Exchange
  • Trim the Tax on Your Social Security Benefits

November 2011

  • Year-End Tax Planning for Investors
  • Year-End Tax Planning for IRAs
  • Year-End Tax Planning for Long-Term Capital Gains
  • Year-End Tax Planning for Itemized Deductions

October 2011

  • Estate Planning Beyond Estate Taxes
  • Income Tax and Estate Planning With Your Parents
  • Don’t Take a Vacation From Estate Planning

September 2011

  • Freeze Your Credit to Foil Identity Theft
  • Convertibles Offer Bond-Like Yields, Stock-Like Potential
  • A SIMPLE Solution for Company Retirement Plans

August 2011

  • Check the Numbers on 529 Plans
  • Coverdell Accounts Can Cover Precollege Costs
  • Taking Credits for Higher Education
  • Finding a Use for the Tuition and Fees Deduction
  • Coping With the Kiddie Tax

July 2011

  • Health Insurance Reporting Is Delayed
  • Social Security After Death or Divorce
  • Consider Dividend-Paying Stocks

June 2011

  • Choosing the Right 401(k)
  • Avoid Higher Medicare Premiums
  • Small Businesses Fight Soaring Healthcare Costs

May 2011

  • With Savings Bonds, Prepaying Tax May Be a Good Tactic
  • Use Appreciated Assets for Charitable Donations
  • Going for the Gold

April 2011

  • State Taxes Can Crimp Your Cash Flow
  • Plan Now for Expanded 1099 Reporting
  • Deduct, Don't Depreciate
  • Be Sure About Beneficiaries

March 2011

  • Income Tax Rates Hold Steady
  • Easing the Burden of Estate Tax

February 2011

  • Businesses Get the Green Light for Going Green
  • Socially Responsible Investing Gains Ground

January 2011

  • Lower Taxes May Mean More Jobs
  • More Flexibility in Retirement Planning
Special Supplement on the 2010 Tax Act

This CPA Client Bulletin is provided by Ronda Holloway, CPA, P.C. to its clients through an arrangement with the AICPA, which holds the copyright to the CPA Client Bulletin and reserves all rights. Permission is required for any further redistribution or reuse of this content. Please direct any such inquiries to copyright@aicpa.org.

For general inquiries, please contact the Client Bulletin Team at 646-233-5078.

IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS and other taxing authorities, we inform you that any tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties that may be imposed on any taxpayer or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.