Category Archives: Taxes

Year-End Tax Planning

As the end of 2016 approaches, there are a few tax planning items I want to touch base with you on, particularly matters that have an upcoming deadline.

Required Minimum Distributions from Retirement Accounts

For clients over age 70 1/2 and a few other unique situations, a required minimum distribution (RMD) must be taken from certain types...
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How to Find a Tax Preparer

As we make our way through yet another tax season, wading through W-2’s and 1099’s, you may find yourself feeling slightly overwhelmed -- or simply out of time. If so, you're not alone. More than half of all taxpayers feel the complexity of tax laws and forms makes preparation too difficult and time-consuming. Considering the multitude...
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Year-End Notes

2015 contribution limit increases

A new year is about to begin, and this is a great time to check on your 401(k) retirement plan to take full advantage of the tax benefits. For 2015, the contribution limit has increased from $17,500 to $18,000, with an additional $6,000 permitted if you are 50 or older. These contributions...
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Final Year-End Planning

Financial planning usually isn't a preferred item on your to-do list this time of year, so I'll keep this brief and limited to the most important year-end planning work. In the final weeks of 2013, here are a few financial planning items that may need your attention. In my office, we have implemented recurring processes...
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