You need to give careful consideration to your state taxes (and the Resident Credit) when you live in one state and work in another. We take a look at this situation for a hypothetical taxpayer who commutes from NJ to NYC.
Check out our June 2017 client bulletin for a look at the third best investment you can make, the many purposes behind a prenup, and 401(k) plans for companies without employees.
Last Friday I had the privilege of temporarily joining the Middle School Math Deptartment at Trinity School, so I set out to (hopefully) enlighten the seventh grade on the topic of marginal tax rates.
Why do I always seem to get a tax refund, and do I even want one? Part two in this two-part series revisits our questions from part one, but this time from the perspective of a taxpayer who is self-employed and has to deal with tax projections and paying estimates.
Why do I always seem to get a tax refund, and do I even want one? The first in this two-part series explores some of the common reasons that taxpayers often get tax refunds year after year, whether or not that’s a good thing, and what you can do to change it.
Check out our May 2017 client bulletin for a look at tax-wise portfolio rebalancing, social security strategies that still work and the benefits of a SIMPLE retirement plan.
Our April 2017 client bulletin takes a look at dealing with an IRS audit, deciding about a vacation home and having an ESOP as a retirement plan.
Check out our March 2017 client bulletin for a look at playing defense in a rising stock market, holding down premiums for Medicare Part B and safe harbor 401(k) plans for small companies.
Your basis is a key factor in determining your tax bill when you sell property. While it has always been important to diligently track your basis in property you own, a recent court case has shown yet another reason why this is so crucial.
The IRS has issued a reminder that it is allowed to certify to the US State Dept if a taxpayer has seriously delinquent tax debt, which could impact obtaining or keeping a US passport.
