CHARITABLE CONTRIBUTIONS AND YEAR-END TAX PLANNING

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You may wish to prepay future charitable obligations before year-end…
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WATCH THIS IF YOU ARE CONSIDERING YEAR-END BUSINESS PURCHASES

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Looking for year-end tax deductions? If so, you might consider…
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ARE YOU OVER 59-1/2 AND HAVING A LOW-INCOME YEAR?

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If yes, you may be able to take an IRA distribution without any…
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WERE YOU THE VICTIM OF A NATIONALLY DECLARED DISASTER IN 2017?

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Claiming the disaster loss on your 2016 return will usually provide…
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TAX REFORM AND YEAR-END TAX PLANNING

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From state and local property taxes to medical expenses, with…
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YEAR-END TAX PLANNING INDIVIDUAL STRATEGIES

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Year-end is rapidly approaching and you only have a limited time…
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WHAT IS A KPI?

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Key performance indicators (KPI) are metrics companies utilize…
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IS YOUR INCOME TOO HIGH TO CONTRIBUTE TO A ROTH IRA?

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There is a legal work-around to the high-income limitation. You…
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