Stephanie Dietz

Decorative pattern

All about dividend taxation

Ask an average person what a dividend is and, if they don’t know, they’ll at least say it’s something positive. For the most part, they’d be right. Dividends are distributions of a corporation’s after-tax earnings to its shareholders. They’re optional to distribute, but corporations often use them to entice or pay shareholders. Dividend taxation can […]

By Stephanie Dietz |April 13, 2017

4 min read

Decorative pattern

Understanding dividends

Understand what a dividend is, and how various types are taxed

By Stephanie Dietz |April 10, 2017

2 min read

Decorative pattern

How to reduce the alternative minimum tax

Minimum tax pares back the advantages associated with certain deductions, credits and tax shelters that reduce taxable income.

By Stephanie Dietz |March 10, 2017

4 min read

Decorative pattern

What is the alternative minimum tax?

Do you pay the alternative minimum tax? There are ways to reduce it

By Stephanie Dietz |March 6, 2017

2 min read

Decorative pattern

Changes to corporation taxation: what you need to know

Current combined personal tax rates are higher than corporate rates, so there is an inherent tax incentive for business owners to incorporate.

By Stephanie Dietz |October 7, 2016

4 min read

Decorative pattern

Consider alter ego trusts for wealthy clients

The primary benefit is that the assets within the trust are not subject to estate administration taxes, commonly known as probate fees

By Stephanie Dietz |May 6, 2016

5 min read

Decorative pattern

Think twice before tossing old tax records

Is keeping them for six years long enough?

By Stephanie Dietz |March 4, 2016

5 min read

Decorative pattern

Think twice before tossing old tax records

Keeping tax records for six years is just the starting point. Hold on to these documents for longer.

By Stephanie Dietz |March 4, 2016

4 min read

Decorative pattern

What new tax brackets mean for your clients

The increase in marginal tax rates should make corporations more attractive as vehicles for tax deferral and income splitting.

By Stephanie Dietz |February 5, 2016

4 min read

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