Author Archives: Mike Agresti

What Is the Qualified Business Expense (QBI) Deduction?
November 1, 2019

. . . and WHAT’S the RUCKUS? Here’s the ruckus:This deduction, created by the 2017...

Should I Buy or Lease My Vehicle?
August 19, 2019

When someone asks us if they should buy or lease their next vehicle, their real...

If I do tax planning and you have no recommendations, do I still have to pay?
June 19, 2019

This is a great question that we receive from time to time. The answer is...

Qualified Charitable Distribution
How to Gain a Tax Benefit Using a Qualified Charitable Distribution (QCD)

How Tax Cuts and Jobs Act (TCJA) Effects Charitable Donations on Your 2018 Tax Return...

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When Should I Start Taking My Social Security Benefits?
November 15, 2018

Deciding when to start taking Social Security benefits is an important decision that everyone needs...