Category: Announcements

Major tax deadlines for March 2014

The following are major tax deadlines for March 2014.

Posted in Announcements

Business or Hobby? Nine factors help the IRS decide

The dividing line between a business and a hobby may be thin, but it can look like a canyon when you are on one side and your tax deductions are on the other. The gap is a function of differing

Posted in Announcements, Business Tips

Time Is Running Out For Making Tax-Smart Gifts and Donations in 2013

Are you looking to make some tax-smart gifts and donations this year? You’ve worked hard to accumulate and protect your wealth this year. Now might be the time to consider tax-savvy ways to give some of it away.

Posted in Announcements, Tax saving tips

Tax Deadlines for December 2013

Please note these December tax deadlines. December 16 – Due date for calendar-year corporations to pay the last installment of 2013 estimated income tax. December 31 – Deadline to complete 2013 tax-free gifts of up to $14,000 per recipient.

Posted in Announcements

Affordable Care Act – Kickoff of Health Care Law for Individuals

Although the employer mandate for providing health insurance coverage to workers under the Affordable Care Act (ACA) was postponed for one year – until January 1, 2015 – the rules for individuals remain in place, at least for the foreseeable

Posted in Announcements

What You Need to Know About Estate and Gift Taxes

Income tax, payroll tax, capital gains tax – the fiscal-cliff law passed in January changed many areas of the Internal Revenue Code, including one you might not have focused on lately: estate and gift taxes. Here’s what you need to

Posted in Announcements, Financial Planning

October 2013 : Tax Filing Reminders

Tax Filing Reminders October 1 – Generally, the deadline for businesses to adopt a SIMPLE retirement plan for 2013. October 15 – Filing deadline for 2012 individual tax returns on automatic six-month extension of the April 15 deadline. October 15

Posted in Announcements, Tax filing deadlines

Medicare taxes can be harmful to your financial health

Two new Medicare taxes will inflict pain on the wallets of many higher earning taxpayers, especially those with significant investment income. Knowing how these taxes are calculated

Posted in Announcements

July 31, 2013 Tax filing reminder

July 31 is the deadline for filing 2012 retirement or employee benefit returns…

Posted in Announcements, Tax filing deadlines

Foreign asset reporting: You may need to file two forms

Do you know where your money is? If some of it is offshore, you might have tax reporting responsibilities – and those responsibilities generally go further than checking the familiar box on

Posted in Announcements