Blog
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Risk Management Discussion
Laurie Siebert, CPA, CFP®, AEP® and her guest, Roxie Muñoz, CLU®, FLMI, Assistant Vice President of Insurance Services at Valley National Financial Advisors, discuss: “Taking care of your loved ones...
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Business Considerations
QUICK LINKS: Tax Law Changes | Revised Repair Regulations | Partnership Audit Rules | Business Use of Vehicles | Affordable Care Act | Revised Deadlines As businesses approach year end,...
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Retirement Savings
Now is a good time to review and evaluate your retirement savings. The tax code provides significant incentives for individuals to make contributions to retirement savings and plans, including traditional...
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Charitable Giving – Acknowledgement and Substantiation
QUICK LINKS: Acknowledgements | Vehicles and Boats | Payroll Deductions | Appreciated Property Americans donate millions of dollars to charities every year. The Tax Code encourages charitable giving by allowing a...
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Paying the IRS – Planning to Pay Individual Estimated Tax
Some individuals have to pay estimated taxes or face a penalty in the form of interest on the amount underpaid. Self-employed persons, retirees and nonworking individuals most often must pay...
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Education Credits, Deductions & Savings Plans
QUICK LINKS: American Opportunity Tax Credit | Deduction for Qualified Tuition and Related Expenses | Lifetime Learning Credit | Section 529 Plans | Coverdell Education Savings Accounts | Educations Savings...
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Life Events
Life events such as marriage, birth or adoption of a child, a new job or the loss of a job, and retirement, all impact year-end tax planning. Marriage – Marital status...
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Traditional Year-End Tax Considerations
Year-end tax planning, especially if done “at the eleventh hour,” requires some understanding of the timing rules: when income becomes taxable and when it may be deferred; and, likewise, when...
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Tax Issues for Higher-Income Individuals
We know that you have worked hard for your money and would like to reap the benefits to the greatest extent possible. Your ultimate goal is to sustain a successful...
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