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Perlinger Consulting > 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 ConversionBasisDepreciationCash Flow versus Tax Profit or LossPassive LossesHome Gain ExclusionOther Tax IssuesBecoming a LandlordWith 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...

A vibrant illustration of earth from space, highlighting north and south america, surrounded by a subtle glow against a starry background.

FOREIGN INCOME AND TAX REPORTING ISSUES

Article Highlights:Non-Resident Alien SpouseForeign RentalsForeign PensionsForeign Income ExclusionFBARStatement of Specified Foreign Financial AssetsCredit of Foreign Tax PaidCanadian Registered Retirement Savings & Income PlansReporting Receipt of Foreign Gifts or BequestsReporting Ownership or Transactions with Foreign TrustsAnnual Information Return for Foreign Trust with U.S. OwnerOwnership 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:ExtensionsBalance-Due PaymentsContributions to Roth or Traditional IRAsIndividual Refund Claims for the 2018 Tax YearMissing InformationAs 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 DeathYou may hear people use the term “Stepped-Up Basis” that many believe is a tax provision that allows beneficiaries of an inheritance...

Smiling older woman with white hair giving two thumbs up in a business environment, with text promoting bookkeeping services.

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 IRAsYour 401(k), IRA or other retirement accounts may be a tempting source for cash if you find yourself short...

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