Ong & Company Blog

Tax Credits for Dependent Care Expenses

Richard Ong / April 09, 2017 /

Tax Planning

The dependent care credit may be changed by Congress in the coming years, but you can still take advantage of it now. It offers some surprising benefits that may apply to your situation....

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ObamaCare Surtax Basics

Richard Ong / March 25, 2017 /

Tax Planning

The Net Investment Income Tax (NIIT) is a unique tax provision, introduced in 2013 to help pay for the Affordable Care Act (ACA). While the NIIT may be the focus of future congressional action, the ...

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Exchange Properties to Defer Tax on Gain

Richard Ong / January 29, 2017 /

Tax Planning

If you own real estate that has appreciated in value, you may owe a sizeable capital gains tax when you sell. But tax law provides a way to postpone the tax. Here's how: Instead of a sale, you can ...

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Dependency Exemptions for Recent College Grads

Richard Ong / January 13, 2017 /

Tax Planning

Do you have a recent college graduate in the family, or will your child be graduating this year? If so, this might the last chance you have to claim a dependency exemption on your federal income tax ...

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Avoid Tax on Sale of Your Home

Richard Ong / December 27, 2016 /

Tax Planning

You're probably familiar with the current version of the tax break known as the home sale exclusion. If you're single, you can exclude up to $250,000 of gain on the sale of your home. The exclusion ...

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2016 Year-End Tax Planning Letter

Nick Ong / December 02, 2016 /

Tax Planning

Dear Clients and Friends, As 2016 winds down, a lame-duck Congress is unlikely to take action on tax legislation. The pace of activity may change next year, with a new Administration and ongoing talk ...

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Harvesting Tax Losses

Richard Ong / November 11, 2016 /

Tax Planning

From a tax planning perspective, the end of the year is the "season of the harvest" for capital gains. Harvesting means you analyze your portfolio, determine your tax situation, and select investment ...

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Tax Choices for Natural Disasters

Richard Ong / November 04, 2016 /

Tax Planning

As you begin the process of recovering from a natural disaster, you'll eventually have some tax decisions to make. One of them includes when to claim the deduction for the loss on your federal income ...

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Gift & GST Tax Planning

Richard Ong / August 26, 2016 /

Estate Tax, Tax Planning

As you begin your estate planning, strategies for reducing estate tax may be first on your to-do list. Or perhaps you think the current $5.45 million exclusion, combined with portability of the ...

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Are you familiar with these tax code sections?

Nick Ong / August 22, 2016 /

Tax Planning

While the tax code sometimes seems like a foreign language, understanding it can help you make informed decisions. The good news is that you probably know more tax code sections than you think. Here ...

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