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June 25, 2018

Tax Saving Techniques

Following are some generally recognized financial planning tools that may help you reduce your tax bill. Charitable Giving – Instead of selling your appreciated long-term securities, […]

News Archive

June 25, 2018

Tax Saving Techniques

Following are some generally recognized financial planning tools that may help you reduce your tax bill. Charitable Giving – Instead of selling your appreciated long-term securities, […]
June 25, 2018

Your Right to an IRS Appeal

Are you in the middle of a disagreement with the IRS? One of the guaranteed rights for all taxpayers is the right to appeal. If you […]
June 25, 2018

Filing Amended Returns

Oops! You’ve discovered an error after your tax return has been filed. What should you do? You may need to amend your return. The IRS usually […]
December 1, 2017

5 Common Mistakes When Applying For Financial Aid & Ensuring Your Year-End Donations Are Tax-Deductible

5 Common Mistakes When Applying For Financial Aid Given the astronomical cost of college, even well-off parents should consider applying for financial aid. A single misstep, […]
November 1, 2017

Mutual Funds and Taxes & Are Frequent Flyer Miles Ever Taxable?

Handle With Care: Mutual Funds and Taxes Many people overlook taxes when planning their mutual fund investments. But you’ve got to handle these valuable assets with […]
October 1, 2017

Wills and Living Trusts & 3 Strategies for Handling Estimated Tax Payments

Wills and Living Trusts: Estate Planning Imperatives Well-crafted, up-to-date estate planning documents are an imperative for everyone. They also can help ease the burdens on your […]
September 1, 2017

Understanding the Differences Between Health Care Accounts & 5 Keys to Disaster Planning

Understanding the Differences Between Health Care Accounts Health care costs continue to be in the news and on everyone’s mind. As a result, tax-friendly ways to […]
August 1, 2017

Roth IRA Rollover Opportunity & Shifting Capital Gains to Your Children

IRS Permits High-Earner Roth IRA Rollover Opportunity Are you a highly compensated employee (HCE) approaching retirement? If so, and you have a 401(k), you should consider […]
July 1, 2017

Which Type of Mortgage Loan Meets Your Needs? & Know Your Tax Hand When it Comes to Gambling

Which Type of Mortgage Loan Meets Your Needs? Few purchases during your lifetime will be as expensive as buying a home. Whether it’s your primary residence, […]
June 1, 2017

In Down Years, NOL Rules Can Offer Tax Relief & Renting Out Your Vacation Home?

In Down Years, NOL Rules Can Offer Tax Relief From time to time, a business may find that its operating expenses and other deductions for a […]
May 1, 2017

IRD Issues When Inheriting Money & Reviewing the Innocent Spouse Relief Rules

Watch Out for IRD Issues When Inheriting Money Once a relatively obscure concept, income in respect of a decedent (IRD) can create a surprisingly high tax […]
April 1, 2017

ABLE Accounts & So You Just Filed Your Taxes

ABLE Accounts Can Help Support the Disabled The Achieving a Better Life Experience (ABLE) Act of 2014 created a tax-advantaged savings account for people who have […]
 
 
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