800/607.0145 tollfree info@midatlanticira.com

The 2018 Gift Tax Return Deadline

When you think of April 15, you probably think of the income tax return deadline. But it’s also the gift tax return deadline. Find out if you mus t (or should) file a 2018 gift tax return this April.

Roth Conversions & TCJA

There still may be time to undo your 2017 Roth IRA conversion. But think twice before converting this year because you won’t have the same flexibility with a 2018 conversion.