July 2017 Client Bulletin
Our July bulletin takes a look at calculating retirement needs, taxable versus tax-deferred accounts and how small companies can do well while doing good (by making charitable contributions).
Blog
I Live in One State and Work in Another, How Should I Withhold Taxes from my Paycheck?
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.
June 2017 Client Bulletin
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.
My Afternoon as a Middle School Math Teacher
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 2 of 2
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? Part 1 of 2
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.
May 2017 Client Bulletin
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.
April 2017 Client Bulletin
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.
March 2017 Client Bulletin
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.
The Importance of Tracking Basis
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.