Tax Tips: Obamacare hits tax returns …

The Obamacare mandates become effective on our 2014 tax returns. The Affordable Care Act (Obamacare) requires that you have health coverage that meets the law’s...

Tax Tips: People get ready, tax season’s a comin’ …

About this time of year, we begin to collect all the information we will need to properly file our income tax returns. Since it’s...

Tax Tips: Survivor — tax audit island episode …

When taxpayers receive a tax audit notice, they often feel as if they are stranded on a hostile island and danger awaits. If their...

Tax Tips: Charitable contributions …

Americans are the most charitable people in the world, as evidenced by records of our annual charitable giving. Congress has been very generous in...

Tax Tips: Self-employed retirement savings plans …

Saving for retirement has never been more important. The Social Security system is being placed under increasing strain as people live longer and the...

Tax Tips: Foreign asset reporting – watch out

Several filing requirements can apply when you own or are a beneficiary of foreign financial assets. These forms report on the specific assets themselves...

Tax Tips: Are all payments received income?

I often get questions as to whether payments a client has received are taxable and the answers are often surprising. Many taxpayers are receiving Form...

Tax Tips: Beating the taxman in retirement

While you are working, the taxman has you at his mercy. You can take advantage of tax-deferred accounts and pension plans but after that...

Tax Tips: People get ready, tax season’s a comin’

About this time of year, we begin to collect all the information we will need to properly file our income tax returns. Since it’s...

Tax Tips: Capital gains and losses

Capital gains and losses are areas that offer great tax planning opportunities, since in many situations, you control when the gains and losses will...
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