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Archive for January, 2016

Choose Your Tax Preparer Wisely

Wednesday, January 27th, 2016

Many people get professional assistance with the proper management of their taxes.  The IRS asks that you choose your tax preparer wisely, and for good reason.  You are responsible for the information on your income tax return no matter who is actually preparing the return.  Here are 10 tips to keep in mind when choosing a tax preparer.

Choose Tax Preparer Wisely

Explanation of Itemized Deductions for 2016

Wednesday, January 27th, 2016

Itemized Deductions – 2016 (1)

Explanation of Charitable Contributions for 2016

Wednesday, January 27th, 2016

Charitable Contributions – 2016

Explanation of Business Deductions for 2016

Wednesday, January 27th, 2016

Business Deductions – 2016

Best Practices for Individuals and Businesses Against Tax ID Theft

Monday, January 25th, 2016

According to the National Taxpayer Advocate Service, identity theft grew by more than 650% between fiscal years 2008 and 2012.  Unfortunately, the prediction is that this trend will continue even in the face of growing safeguards that are being put into place by the IRS, tax practitioners, and even taxpayers themselves.

Against Tax ID Theft

Hey Parents, Roths are for Kids, Too!!

Tuesday, January 19th, 2016

Roths are for Kids

Reap the Roth Rewards

Tuesday, January 19th, 2016

It’s never too late (or early!) to start funding a Roth to lock in tax-free retirement income.

Reap the Roth Rewards

Choosing a Business Entity

Saturday, January 16th, 2016

Entity selection is more important than you think.  Your choice of entity can affect the number and identity of shareholders and partners, equity structure, control and management, as well as what kind of funding you may be eligible to receive.  Here is a brief primer on the most common forms of entities with a focus on taxes.

Choosing a Business Entity

Longer Lifespans Strengthen Case for Roth Conversions

Thursday, January 14th, 2016

Since today’s retirees are living much longer, a longer post-retirement time must be considered.

Longer Lifespan Roth Conversion

Client Letter: Individual Extenders in the 2015 PATH Act

Tuesday, January 12th, 2016

The following letter to our clients is intended to provide an overview of the provisions affecting individuals in the Protecting Americans from Tax Hikes Act of 2015.

Individual Externders in 2015 PATH Act client letter