Back To School Calls For an Education Review
09/25/2013Read moreAs schools get back in session, it’s a good time to check the education tax breaks for which you...
Tax Update: IRS Issues New Regulations for DOMA
09/25/2013Read moreThe IRS has recently released updated guidance on the treatment of certain circumstances affecting same-sex couples following the Defense...
Thinking About Selling Your Home?
09/24/2013Read moreConsider this… In a “2013 Summertime Tax Tip,” the IRS reminded taxpayers about the current rules on home sales....
Business Tax Reminder
09/20/2013Read moreAs year-end approaches, don’t overlook this option to reduce your business taxes for 2013: accelerated write-offs for business asset...
Consider Making a Charitable Gift From Your IRA
09/18/2013Read moreThe tax law signed last January extended the tax break that allows contributions of up to $100,000 from a...
Know the Consequences of Borrowing From Your 401(k) Plan
09/16/2013Read moreWhen you borrow from your 401(k), you become both a borrower and a lender. Whether that’s a good idea...
Autumn Tax Tip
09/12/2013Read moreReview your tax deductions for 2013 while there’s still time to manage them for a lower tax bill this...
Guide Your Children to Financial Maturity
09/10/2013Read moreTeaching your children about money and finances is easiest when you start early. Here’s a quick review of what...
Have You Changed Your Mind About a Roth Conversion?
09/05/2013Read moreIt turns out you can go back after all – at least when it comes to last year’s decision...
Summertime Tax Tip
08/29/2013Read moreIf you lost the benefit of a tax credit or other tax break on your 2012 tax return, start...
Notify the IRS When You Move
08/27/2013Read moreIf you’re one of the millions of taxpayers who’ve moved recently, don’t forget to notify the IRS of your...
The Marketplace of More Taxes
08/26/2013Read moreThe Marketplace Fairness Act has shown strong popularity as it sped through the Senate with a 69-27 vote. According...
Eggs, Baskets, and Investments
08/23/2013Read moreA well-diversified portfolio spreads out your investment risk. However, you can easily end up with more eggs in one...
Savings Bonds Are Tax-Smart for College Savings
08/20/2013Read moreAmid the evolving assortment of education tax breaks is a benefit that has survived with few changes over the...
RMDs Require Careful Planning
08/16/2013Read moreAfter all the advice you’ve received about saving for retirement, taking money out of your traditional IRAs and other...
Why Is Your “Basis” in an S Corporation Important?
08/14/2013Read moreLosses can be hard to take – so if you think your S corporation will show a loss for...