Morton S. Winer, CPA


9933 North Lawler Avenue Suite 410, Skokie, IL 60077-3703


Phone: 847-676-8900 



May 2018

More About Tax Changes

While most taxpayers are now aware of lower federal tax brackets and other changes in the Tax Cuts and Jobs Act of 2017, some may be unaware of less publicized provisions of the new law. These changes feature a little good news, and a bit of bad news.

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Custodial Accounts

With a recent change in how children’s income from savings is taxed, custodial accounts under UGMAs and UTMAs have seeped into talks about saving for college expenses. Here’s a look at what these accounts are and whether they can help accomplish your education savings objectives.

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Client Profile...

Alexa wants to save for her daughters’ education, but also wants to control the funds so they don’t spend the money for something else when they become adults. Alexa wonders where she can save and maintain control.

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You're Retired! Now What?

You worked a lifetime to build your retirement assets, now how do you take distributions? Any discussion about retirement income usually starts with required minimum distributions, or RMDs.

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Easier to become a 501(C)(3)

The Internal Revenue Service revised an application and instructions that small charities must use to qualify for tax-exempt status. The IRS requires exemption-seeking applicants with assets under $250,000 and annual receipts under $50,000 to file Form 1023-EZ, Streamlined Application for Recognition of Exemption.

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May 2018 Q & A

Let's discuss some of the tax law changes under the Tax Cuts and Jobs Act of 2017.

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May 2018 Short Bits

COMPENSATION GREW BY 2.6% FOR CALENDAR YEAR 2017. That’s up from 2.2% in 2016, according to the Bureau of Labor Statistics (BLS). The last two years of wage increases are good news for workers, who saw years of wage stagnation following the Great Recession.

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529 Plans Expanded

Gain some additional insight on 529 plans, and how they were impacted under the new tax bill.

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