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2012 Year-End Tax Planning Moves for Individuals

Year-end planning for 2012 is extremely challenging because we don't yet know what the tax...

2012 Expiring Estate and Gift Provisions

Thanks to legislation passed by Congress in 2010,the gift and estate tax exemption are both...

Planning for the New 3.8% Medicare Tax on Unearned Income

Effective in 2013, the Health Care and Education Reconciliation Act of 2010 will subject some...

2012/2013 Tax Planning

The Bush tax cuts will automatically expire atthe stroke of midnight on December 31, 2012...

IRA Tax Issues Estate Planning

Individual Retirement Arrangements (IRAs) can be a great way to save for retirement because of...

401K Safe Harbor Plan Notices

Within a reasonable period before any year, each eligible employee must be given written notice...

IRA Tax Issues Withdrawals

Individual Retirement Arrangements (IRAs) can be a great way to save for retirement because of...

Rules for Charitable Donations

Guidelines for Monetary Donations To deduct any charitable donation of money, regardless of amount, a...

IRA Mistakes Create Tax Issues – Contributions

Individual Retirement Arrangements (IRAs) can be a great way to save for retirement because of...