Tax Planning

  • 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,...

    read more
  • 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...

    read more
  • 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...

    read more
  • 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...

    read more
  • 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...

    read more
  • 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...

    read more
  • 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...

    read more
  • 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...

    read more
  • Tax Fraud & Security of Your Personal Information

    Identity theft presents a challenge to businesses, organizations and governments, including the Internal Revenue Service. Tax-related identity theft occurs when someone uses a stolen Social Security number to file a...

    read more
  • 2015 – Year-End Tax Planning for Businesses

    ARCHIVE NOTICE: This articles was posted in November 2015. The information is not necessarily relevant to the current tax year. Businesses seeking to maximize tax benefits through 2015 year-end tax planning may...

    read more

You are here: Home » Blog » Tax Planning