Tax Planning

What Documents Can I Throw Away—and When?

Apr 18, 2016

You bought that de-cluttering book everyone was talking about, and now your closets and bookshelves ...

Last Minute Tax Tips and Reminders

Feb 12, 2016

If the mere thought of seeing the phrase “last minute tax tips” makes you break out in a cold sw...

5 Year-End Tax Reduction Tips

Nov 10, 2015

Unbelievably, we are within a few weeks of the end of 2015. Shortly thereafter, we will be preparing...

Retirement Tax Breaks Targeted For Elimination

Aug 20, 2015

There are plenty of tricks to maximizing your retirement benefits, and more than a few are considere...

Obama Calls for End to Capital Gain Tax Break

Feb 27, 2015

In his State of the Union message, President Obama called on Congress to raise taxes on the so-calle...

Even Annual Exclusion Gifts Are Counted By Medicaid

Nov 16, 2014

Many people believe that if they give away an amount equal to the annual gift tax exclusion – curr...

Even Annual Exclusion Gifts Are Counted By Medicaid

Nov 16, 2014

Many people believe that if they give away an amount equal to the annual gift tax exclusion – curr...

Year End Tax Planning Tips

Nov 16, 2014

Whether you are having a good year, rebounding from recent losses, or still struggling to get off th...

The State of Estate Taxes

Oct 10, 2014

In January 2013, Congress permanently set the amount that an individual can transfer tax-free either...

What Is the Difference Between a 401(K) And an IRA?

Oct 10, 2014

The terms 401(k) and individual retirement account (IRA) are bandied about quite a bit when discussi...