Filing your taxes isn’t just a once-a-year endeavor. Maintaining good records throughout the year – and disposing of old ones when appropriate – not only provides you with greater confidence…
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The gift tax is also a component of the federal transfer tax system and is a tax imposed on transfers (i.e., gifts) of property during life, either given outright or…
Accelerate Deductions and Defer Income – It sometimes makes sense to accelerate deductions and defer income. There are plenty of income items and expenses you may be able to control….
The estate tax is one component of the federal transfer tax system, which also includes the gift tax and the generation-skipping transfer tax. The estate tax is a tax imposed…
Probate is the legal process that takes place after someone dies of proving the validity of a will or establishing who is entitled to receive the decedent’s property under state…
A Personal Financial Specialist, or PFS, is an individual who is highly qualified to offer advice on a variety of financial issues and has earned the PFS credential from the…
Each year there are changes to the tax code that affect your tax return, and 2015 is no different. Here are the changes to be aware of for the coming…
Every year changes are made to the tax law that affect the way you manage your money throughout the year and how you file your tax return in the new…
Personal Tax and Financial Planning 2014 – 2015: What You Can Do Now to Save Money Now If you are like most people, you experience an end-of-year rush that leaves…
First blog post coming soon. “‘Cause I’m the Taxman, Yeah, I’m the Taxman.” -George Harrison
