October 2014 Articles inside this newsletter: A Tale of Two Couples Year-End Investment Tax Planning Year-End Charitable Tax Planning Year-End Family Tax Planning Year-End Retirement Tax Planning Year-End Estate Tax Planning Year-End Business Tax Planning Click here or the image at
July 2014 Articles inside this newsletter: Juggling Appreciated Assets and Bequests How Inherited Assets Differ From Gifts Mixing Annuities and IRAs Making Expense Accounts Accountable Don’t Waste 529 Tax Benefits Business Owners Get More Bang From Flex Plan Bucks Click here
April 2014 Articles inside this newsletter: Is It Time to Trim Stocks? Benchmark Based Life Insurance and Annuities Underused Business Tax Deductions SEP Plans Go Separate Ways Estimated Taxes for Business Owners Mixing IRA Distributions With Social Security Click here
January 2014 Articles inside this newsletter: Five Years Later, Tax Lessons Learned Pay Premiums or Pay a Penalty Trim Steep New Taxes With a Charitable Trust Cashing In on Foreign Stocks Leasing Company Cars Click here or the image at right
October 2013 Articles inside this newsletter: Planning for “Permanent” Tax Laws Year-End Tax Planning for Investors Year-End Tax Planning for Retirement Year-End Estate Tax Planning Year-End Tax Planning for Donations Year-End Tax Planning for Business Owners Click here or the image
As you no doubt heard in the news, Congress narrowly avoided the so-called “fiscal cliff” by passing last-minute legislation on New Years’ Day; the 157-page bill was signed by the President on January 2. It does not truly resolve the
A Letter to our Clients Regarding Year-end Tax Planning, sent October 31, 2012 Dear Client: Year-end planning is a bigger challenge this year than in past years because, unless Congress acts, tax rates will go up next year, many more
To Our Clients: The IRS is on the lookout for noncompliant taxpayers and emphasizing the Form 1099 filing requirements that include not only payments for services provided by unincorporated businesses, but also rent, interest, dividends, and royalty payments. Specifically, the
Tax Relief Unemployment Insurance Reauthorization and Job Creation Act of 2010 Significant provisions for payroll administration: The employee Social Security tax rate for wages paid in 2011 has been reduced from 6.2% to 4.2%. The Social Security wage base remains
The Foreign Account Tax Compliance Act (FATCA) is part of the Hiring Incentives to Restore Employment (HIRE) Act and is effective for tax years beginning after March 18, 2010. It affects U.S. taxpayers with foreign accounts and assets. This act
Fees & tax payments are planned for, and meeting deadlines are met to keep your business on top of government requirements.