Category: Tax Planning

Common Tax Mistakes You Need to Avoid

There are nearly 1,000 different tax forms used by the IRS to report tax obligations. It’s no wonder the IRS faces thousands of tax returns with errors each year. Here are some of the most common tax mistakes:

Tax News: Year-End Tax Review & 2017 Health Insurance Enrollment

Start Your Year-end Tax Review Now – Save Yourself Some Stress An important part of our service to you is to help identify actions you can take before year-end to minimize your personal 2016 federal income tax bill. Accelerating or

August Tax News: IRS Grants, Increase Your Paycheck & Avoiding Penalties

August 2016 tax news

IRS Grants More Time to Benefit From This Tax Credit When you hire workers from specified groups that typically experience high unemployment, you may qualify for a tax break known as the Work Opportunity Tax Credit. You typically have 28

Retirement Planning Strategic Steps

Retirement Planning Strategies

Planning can help you achieve a comfortable retirement. Here are five retirement planning strategies  to consider.

Business Tax Planning Strategies to Reduce Tax Liability

Business tax planning tips

3 Business Tax Planning Time Strategies Are you looking for suggestions to reduce your 2016 business tax liability? Here are three business tax planning strategies to consider as summer gets underway.

Give Financial Gifts This Holiday Season

When planning gifts for children on your holiday list, you might want to think beyond the traditional retail offerings. Consider financial gifts that can bestow benefits for many years to come.

How to Finish the Year With Effective Tax Planning

The fourth quarter is often make-or-break time in sports. Likewise, tax-cutting steps you take in the last three months of the year can transform a financial plan into a bona fide winner.

Tax Planning Essentials for Second Marriages

Wedding bells bring rejoicing – and financial changes. If you’re marrying for the second time, the changes might seem overwhelming. On the surface, tax and financial planning for a second marriage is similar to that of a first marriage.

2015 Tax Planning – Tax Except Filing Reminder

If you got a big tax refund or owed the IRS a lot of money when you filed your 2014 tax return, it may be time to adjust your income tax withholding. Many people like to receive a refund from

Investing in mutual funds? Watch for year-end tax issues

Mutual funds offer an efficient means of combining investment diversification with professional management. Their income tax effects can be complex, however, and poorly timed purchases or sales can create unpleasant year-end surprises.