Newsletters

2017 Quarterly Newsletters

Click on the link to access the 2017 Dickerson Rix Quarterly Tax Newsletter you would like to read.

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

Tax-Wise Portfolio Rebalancing ~ The Third Best Investment You Can Make ~ After-Tax Dollars in Traditional IRAs ~ Dealing With an IRS Audit ~ Safe Harbor 401(k) Plans for Small Companies

Be Cautious With Hard-to-Value IRAs ~ Drawing Down Your Portfolio in Retirement ~ How Investments in Gold Are Taxed ~ Foreign Stock Funds Can Be Doubly Taxing ~ Profit Sharing Plans for Your Small Business

Planning for Today’s Pensions ~ Campus Tax Credits Can Top Tax Deductions ~ The Second Best Investment You Can Make ~ Using IRA Money to Buy a Business Can Be Dangerous ~ Automatic Enrollment Retirement Plans

In other news:

Tax Alerts
Tax Briefing(s)

"A thumb goes up, a car goes by…" Tax extenders remain a top contender for "hitching a ride" on November’s must-pass government funding bill.


The IRS has issued a revenue procedure with a safe harbor that allows certain interests in rental real estate to be treated as a trade or business for purposes of the Code Sec. 199A qualified business income (QBI) deduction. The safe harbor is intended to lessen taxpayer uncertainty on whether a rental real estate interest qualifies as a trade or business for the QBI deduction, including the application of the aggregation rules in Reg. §1.199A-4.


The IRS has released cryptocurrency guidance and frequently asked questions (FAQs) on virtual currency.


A district court has dismissed a lawsuit filed by four states’ against the federal government, ruling that the $10,000 state and local taxes (SALT) federal deduction cap is not unconstitutionally coercive.


New final regulations that address the allocation of partnership liabilities for disguised sale purposes revert back to prior regulations. Under the final regulations:


The IRS has released final regulation on the election to take a loss resulting from a federally declared disaster in the year preceding the disaster. The final regulations adopt proposed regulations substantially without change.


Proposed regulations provide guidance on the potential tax consequences of replacing the London interbank offered rates (LIBORs) with a new reference rate in contracts and agreements.