THIS MONTH: October 1st SIMPLE IRA plan establishment due October 15th Extended tax return filing deadline October 31st Halloween Tax reform is under discussion in Congress as we enter the fall months, and students are back in school. While we wait to see what comes out of Washington DC, here are some suggestions for students […]
THIS MONTH: September 4th Labor Day September 15th 3rd Quarter Estimated Tax Due October 1st SIMPLE IRA plan establishment due Hope many students are headed back to school as summer draws to a close. This year they won’t be able to take advantage of the expired college tuition and fees deduction, but there are some […]
THIS MONTH: September 4th Labor Day Hope you’re having a great summer. This month’s newsletter looks at the pros and cons of using a Health Savings Account as a tax-advantaged savings tool. There are some tips for conducting an insurance self-review and advice on becoming a smart renter.
THIS MONTH: July 4th Independence Day Happy Fourth of July! While you’re doing your best to avoid the summer heat, take a look at these tips for your tax and personal financial planning. This issue includes articles on retirement planning and on keeping your automatic bill payments under control. For the business-minded, there is a […]
THIS MONTH: June 15th 2nd Quarter Estimated Tax Due June 18th Father’s Day Take comfort reading this months information about the declining frequency of IRS audits. Summer also tends to ignite our home buying instincts, so check out the article with tips for buying a home in this seller’s market. Finally, if you’re a business […]
THIS MONTH: May 14th Mother’s Day May 29th Memorial Day Spring is in the air and before you know it summer will be upon us. It’s the time of year when couples tie the knot; some of the tax to-dos for the newly married are enclosed. Unfortunately it’s also audit season. One common audit trigger […]
THIS MONTH: April 18th Tax Return Due April 18th 1st Quarter 2017 estimated payments due Happy tax filing month! To help celebrate, this month’s newsletter includes a tax quiz exploring the history of taxation in the United States. Also included is a reminder to help your favorite charitable organizations retain their nonprofit status and a […]
THIS MONTH: March 12th Daylight Savings Time Begins March 15th Due Date for 1065, 1120S Corp. Tax Returns Tax season is now well underway. While you’re gathering your materials, or feeling relieved that your tax return is now filed, take a moment to review this month’s articles. Included are tips on common mistakes to avoid […]
THIS MONTH: Action Items: • Receive all 1099s and W-2s • Set up Tax Appointment • Rebalance Investment Portfolios February 14th Valentines Day February 20th Presidents Day As your mailbox fills up with information required to organize your 2016 tax records, now is the time to think about productive ways to use your potential refund. […]
THIS MONTH: Take final year-end actions: • Gifts • Capital gains/losses • Charitable giving • Dividend income December 25th Christmas Day December 26th Kwanzaa Begins January 1st Last day of Chanukah January 16th 4th Quarter Estimated Payments Due With the elections in the rearview mirror what will happen next? While changes in the tax code […]
