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Perlinger Consulting, Inc. > All Posts (Page 15)
A "for rent" sign in front of a spacious two-story house with a well-manicured lawn.

TAX ISSUES WHEN CONVERTING A HOME INTO A RENTAL

Article Highlights: Reason for Conversion Basis Depreciation Cash Flow versus Tax Profit or Loss Passive Losses Home Gain Exclusion Other Tax Issues Becoming a Landlord With the current substantial appreciation in home values and demand for housing exceeding the available inventory, along with low home mortgage interest rates, more and more homeowners are converting...

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FOREIGN INCOME AND TAX REPORTING ISSUES

Article Highlights: Non-Resident Alien Spouse Foreign Rentals Foreign Pensions Foreign Income Exclusion FBAR Statement of Specified Foreign Financial Assets Credit of Foreign Tax Paid Canadian Registered Retirement Savings & Income Plans Reporting Receipt of Foreign Gifts or Bequests Reporting Ownership or Transactions with Foreign Trusts Annual Information Return for Foreign Trust with U.S. Owner Ownership or Voting...

Top view of a desk with a notebook labeled "tax time", a keyboard, glasses, a pen, and crumpled paper on a blue background.

THE TAX-FILING DEADLINE IS DRAWING NEAR

Article Highlights: Extensions Balance-Due Payments Contributions to Roth or Traditional IRAs Individual Refund Claims for the 2018 Tax Year Missing Information As a reminder to those who have not yet filed their 2021 tax returns, April 18, is the due date to either file a return (and pay the taxes owed)...

Senior couple consulting with a financial advisor about estate planning, with documents and computer screen visible.

Inheritances Enjoy a Special Tax Benefit

Article Highlights: · Stepped-Up Basis · Inherited Basis · Inheritance Basis Example · Step Down Basis · Long-Term Capital Gains Tax Rates · Jointly Owned Property · Gifting Prior to Death You may hear people use the term “Stepped-Up Basis” that many believe is a tax provision that allows beneficiaries of an inheritance...

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Read This Before Tapping Your Retirement Savings

Article Highlights: · Tapping Your Retirement Savings · Traditional IRAs and Qualified Retirement Plans · Simple IRAs · Early-Withdrawal Penalties · Reduction in Retirement Savings · Exceptions from the Early-Withdrawal Penalty · Roth IRAs Your 401(k), IRA or other retirement accounts may be a tempting source for cash if you find yourself short...

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