Finance News & Blog

Walk the Path to Tax Savings for 2015 Like many taxpayers, you may have been expecting to encounter a few roadblocks while traversing your preferred tax-saving […]

Reacquainting Yourself With The Roth IRA If you’ve looked into retirement planning, you’ve probably heard about the Roth IRA. Maybe in the past you decided against […]

How You Can Help Prevent Tax-related Identity Theft Tax-related fraud isn’t a new crime, but tax preparation software, e-filing and increased availability of personal data have […]

What You Should Know About Capital Gains and Losses When you sell a capital asset, the sale results in a capital gain or loss. A capital […]

Why your health insurance company may ask for your Social Security Number Your health insurance company may request that you provide the Social Security Numbers (SSNs) […]

Time to Start Year-End Tax Planning The federal income tax rates for 2015 are the same as last year: 10%, 15%, 25%, 28%, 33%, 35%, and […]

Planning to Avoid or Minimize the 3.8% Net Investment Income Tax The net investment income tax, or NIIT, is a 3.8% surtax on investment income collected […]

The importance of updating beneficiary designations Most of us have more than enough to do. We’re on the go from early in the morning until well […]

Summer time is a good time to start planning and organizing your taxes You may be tempted to forget all about your taxes once you’ve filed […]

What you should do with an identity verification letter from the IRS In its efforts to combat identity theft, the IRS is stopping suspicious tax returns […]

Filing 2014 foreign bank and financial account reports If you have a financial interest in or signature authority over a foreign financial account exceeding certain thresholds, […]

Tax Calendar Q2 2015 April 15 Besides being the last day to file (or extend) your 2014 personal return and pay any tax that is due, […]