Tax planning is not usually included in a summertime agenda, but now is the time to get a head start. Waiting until the end of… Read more »
Categories: Tax, Tax Planning
Several laws passed during 2015 created new rules that will affect your 2016 tax returns. Here’s an overview. New Due Dates Form 990. The initial… Read more »
Categories: Tax, Tax Planning
On August 4, 2016, the Internal Revenue Service (IRS) issued proposed regulation REG-163113-02 which, if adopted, would limit or preclude the use of valuation discounts… Read more »
Categories: Tax, Tax Planning, Small Business, Estate Tax
The advantage of filing a joint tax return is well known – you generally save money compared to filing separately. However, there is at least… Read more »
Categories: Tax
On May 18, 2015, the U.S. Supreme Court, based upon a 5-4 ruling, struck down a Maryland income tax law, calling it “discriminatory” because it… Read more »
Categories: Tax
Persuading your working children to make retirement contributions may not be easy, but investments in Roth IRAs may be the wisest possible use of their… Read more »
Categories: Tax
Appropriately enough, investors may notice a slow trickle in earnings from “dividend reinvestment plans“ (DRIPs). But these investments may end up providing a steady stream… Read more »
Categories: Tax
