April 15, 2015

4 Social Security Mistakes That Can Lead to Higher Taxes

The decline in investors' retirement funds during the economic downturn has made everyone less certain about their future.  Now that we've had some time to... more

December 19, 2013

Tax-Cutting Moves To Make Now

Decisions you make between now and Dec. 31 will directly affect what you pay on your income taxes on April 15.  Here are six ideas... more

April 8, 2013

Roundup of New Estate Tax Changes

For more than a decade, estate planning has harkened back to the “wild, wild west,” a time when even the best hired guns didn’t know... more

March 13, 2013

Get a Quick Fix on Estate Tax Rules

Estate planning is especially complex in 2012. Due to a series of tax law changes—most recently under the Tax Relief, Unemployment Insurance Reauthorization, and Job... more

March 12, 2013

When Do You Need an Appraisal?

Are you planning to donate real estate to charity? The tax law allows you to claim deductions, within generous limits, for giving property to qualified... more

September 28, 2012

Splitting Income with Your Family

Shifting taxable income to other family members—usually children or grandchildren—who are in lower tax brackets is a time-tested tax planning technique. It may enable you... more

July 9, 2012

Don’t Put Midyear Moves On Hold

Tax planning isn’t just for the end of the year. This is especially true in 2012, a year in which a national election could affect... more

April 11, 2012

Wait for November for Clarity on 2013 Tax Policy

Now that the “payroll tax holiday” has been extended through the rest of 2012, can we expect other significant tax legislation from Congress? Not before... more

March 12, 2012

Knowhow on Year-End Tax Planning

There’s no time like the end of the year for tax planning. By making a few small adjustments, you may be able to cut your... more