Brian Shoer

Brian Shoer
Brian's more than 20 years of combined experience working in public accounting, with real-world experience in the private sector, enable him to understand all facets of a client’s business. Closely-held companies and their owners, along with high-net-worth individuals and families, have relied on Brian for practical and results-oriented tax planning and reporting. They appreciate that he takes time to explain the complex tax laws and how they apply to their particular situation, and then works to find the best solution that minimizes tax liability – even in the most difficult situations.
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Recent Posts

5 Tips for a Mid-Year Tax Check Up

If you’re one of those people who is scrambling to finish your taxes by the end of the year, you may want to change your strategy by reviewing your finances mid-year. This is typically a great time for a check-up to make sure you are receiving optimal tax benefits and minimizing tax liabilities that may arise from changes in your life. Here are some things you should focus on for your mid-year tax checkup:

Will Your Rental Real Estate Continue to Qualify for the New 20% Tax Deduction?

As you may be aware, the IRS recently provided a safe harbor to determine when a rental real estate enterprise will qualify as a trade or business, and thus able to receive the 20% Qualified Business Income (QBI) tax deduction. This IRS notice states that a rental enterprise will be treated as a qualifying trade or business if the following three requirements are met:

Does Your Paycheck Need a Check-up?

If you receive a paycheck, you have probably noticed an increase in take home pay this year. No, it's not from an unexpected raise, but rather a decrease in the amount of income tax withheld. The Tax Cuts and Jobs Act (TCJA) made sweeping changes to the tax law, not the least of which is new lower income tax withholding rates. But before you go out and spend all of that extra money, keep in mind that withholding only represents the amount of tax paid to the IRS on your behalf, not necessarily the amount you owe.