It’s no secret that getting married can affect your taxes, but just how much of an effect will depend on your circumstances. In the first of this two-part series we explore some of the practical steps to take leading up to the wedding.
This month’s client bulletin is all about year-end tax planning, including detailed looks into itemized deductions like state taxes paid, charitable contributions and medical expenses, as well as year-end planning for your retirement and for your business.
Our October client bulletin focuses on some important financial steps to take after the birth of a child, the tax consequences of investing in gold, and the inner workings of a successful wellness program.
Our September 2016 client bulletin takes a closer look at the customization of target-date investment funds, drawing down your portfolio in retirement, and setting paid-time-off policies for small businesses.
Our August bulletin goes in-depth into the true cost of higher education, making the most of college financial aid, tax credits vs. tax deductions when it comes to college costs, the benefits of paying down debt, and the (tax) dangers of using IRA money to buy a business.
Our July bulletin takes a closer look at the new Federal Fiduciary Rule and what it means to investors, ETFs (they can be plain or fancy), and the differences between Disaster Planning and Succession Planning.
Our June client bulletin takes a look at different takes on how to compensate summer interns, planning for today’s pensions, and the risks associated with putting money into timeshares.
Our May client bulletin looks at C-Corps vs. S-Corps/LLCs when it comes to Qualified Small Business Stock, taxes on lottery and gambling winnings, and handling health insurance through divorce.
The Social Security Administration (SSA) has announced that the maximum amount of earnings subject to OASDI Social Security tax will remain at $118,500 for 2016, the same as for 2015. The SSA cost-of-living adjustments (COLAs) are based on the rise … Continued
For 2016, the domestic employee coverage threshold, as adjusted for inflation, will be $2,000, up from $1,900 in 2015. This amount had been unchanged since 2014. Earnings of any domestic employee are not subject to Social Security taxes if they … Continued
