Blog

Our April 2016 client bulletin takes a look at: Deducting sales tax Making charitable donations from your IRA Higher education tax breaks Tax-free investment gains  Click to download client bulletin.

Our March 2016 client bulletin takes a look at: The details of deducting charitable donations How to make tax-efficient IRA withdrawals, and The growing importance of cybersecurity for business owners Click to download client bulletin PDF.

Our February 2016 client bulletin takes a look at the intricacies of deducting interest paid, reaching the IRS during tax season, and the importance of portability in estate tax planning. Click to download client bulletin PDF.

Our January 2016 client bulletin takes a look at the tax deductions like state taxes and IRA contributions, as well as ways to approach selling your company to an “outsider”.   Click to download client bulletin PDF.

Our December 2015 client bulletin takes a look at the tax impact of long-term investing, the estate planning benefits of a QTIP Trust, and how employers can prepare for the forthcoming ‘Cadillac Tax’ on high-end health insurance plans.   Click … Continued

Our November 2015 client bulletin is all about what you need to know about year-end tax planning: Investment tax planning Family tax planning Retirement tax planning Charitable tax planning Business tax planning Estate tax planning  Click to download client bulletin … Continued

Our October 2015 client bulletin takes a deep dive into: The pros and cons of Roth IRAs Where to find investment income Social media for small business owners   Click to download client bulletin PDF.

Our September 2015 client bulletin takes a closer look at: How past investment losses can help offset future gains A Supreme Court decision that may have a profound affect on state taxes Another Supreme Court decision regarding the ongoing responsibility … Continued