Tax Extenders & The Deficit Dilemma
January 15, 2016
Lawmakers are cooling to budget debates evidenced with the passage of the PATH Act, the looming budget deficit continues to grow.
January 15, 2016
Lawmakers are cooling to budget debates evidenced with the passage of the PATH Act, the looming budget deficit continues to grow.
April 13, 2015
Financial transaction taxes could reach across international money markets into the pockets of common American taxpayers who are are finding it more difficult and costly to manage their retirement IRAs.
March 19, 2015
The IRS has issued a reminder to taxpayers who may have turned 70 1/2 years old in 2014. April 1st is the deadline to begin receiving their retirement plan distributions from IRAs and work place related retirement plans.
March 18, 2015
The emotional stress of divorce can have even more harmful effects if personal finances and assets are not updated to reflect your changed situation. Make certain ALL your accounts are updated with new beneficiaries-a will is not always enough.
December 22, 2014
While late Congressional and Executive Branch actions like this make your year-end tax planning more difficult, there may be useful opportunities in this Act…
November 24, 2014
It’s time to review year-end tax strategies that may help reduce your tax bill or prevent you from paying more than you owe.
February 18, 2014
If the owner has not filed an up-to-date beneficiary form, the heir of the estate risks losing a major portion of the IRA value to taxes and fees.
April 14, 2013
With just a few more days until the 2012 income tax filing deadline, there are still a few tax-cutting moves you may be able to make on or before April 15th.
February 26, 2013
The new tax law package has some good news for families who are seeking tax relief for education expenses.
January 28, 2013
IRA owners age 70½ or older have just a few more days to make tax-free transfers to eligible charities and have them count for tax-year 2012.