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Tag: taxes

2015 Year-End Tax Planning Basics

By on October 14, 2015 in Newsletter Articles with 0 Comments
2015 Year-End Tax Planning Basics

As the end of the 2015 tax year approaches, set aside some time to evaluate your situation and consider potential opportunities. Effective year-end planning depends on a good understanding of both your current circumstances and how those circumstances might change next year. Basic strategies Consider whether there’s an opportunity to defer income to 2016. For […]

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Taxes, Retirement, and Timing Social Security

By on September 17, 2015 in Newsletter Articles with 0 Comments
Taxes, Retirement, and Timing Social Security

The advantages of tax deferral are often emphasized when it comes to saving for retirement. So it might seem like a good idea to hold off on taking taxable distributions from retirement plans for as long as possible. (Note: Required minimum distributions from non-Roth IRAs and qualified retirement plans must generally start at age 70½.) […]

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10 Basic Tax To-Dos for the Rest of 2014

By on September 11, 2014 in Newsletter Articles with 0 Comments
10 Basic Tax To-Dos for the Rest of 2014

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Make time to plan Effective planning requires that you have a good understanding of your current tax situation, as well as a reasonable estimate of how your circumstances might change next year. There’s a […]

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Top 10 Tax Breaks You’ll Miss in 2014

By on June 27, 2014 in Featured, Newsletter Articles with 0 Comments
Top 10 Tax Breaks You’ll Miss in 2014

You probably didn’t notice, but when the clock struck midnight on December 31, 2013, a number of popular tax benefits, commonly included in the list of provisions referred to as “tax extenders” expired. While it’s possible that Congress could retroactively extend some or all of these items, you’ll have to evaluate your 2014 tax situation […]

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Some Things to Consider about Gifts to Children

By on June 27, 2014 in Newsletter Articles with 0 Comments
Some Things to Consider about Gifts to Children

If you make significant gifts to your children or someone else’s children, or if someone else makes gifts to your children, there are a number of things for you to consider. Transfers that are not taxable gifts There are a variety of ways for you to make transfers to children that are not treated as […]

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Filing Your 2013 Federal Income Tax Return

By on January 31, 2014 in Newsletter Articles with 0 Comments
Filing Your 2013 Federal Income Tax Return

For most people, the due date for filing a 2013 federal income tax return is April 15, 2014. Here are a few things to keep in mind this filing season.

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Plan Now for a Year-End Investment Review

By on October 23, 2013 in Newsletter Articles with 0 Comments
Plan Now for a Year-End Investment Review

You might not enjoy sitting down to do year-end investment planning, but at least this fall you can make plans with greater certainty. For the last three years, investment planning has meant trying to anticipate possible changes in tax law; for tax year 2013 and beyond, you know for sure how income, capital gains, and […]

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March 30, 2013 – Tax Preparation Tips

By on March 30, 2013 in Radio Show with 0 Comments

Chris is joined this week by Jack Hachey and Herb Montgomery, two sponsors of the show, to chat about tax preparation. Both guests offer ideas and reminders for successful tax preparation. Chris also talks about upcoming seminars and the Red Cross Heroes Breakfast. All that, the market report, and Mike Burton and the Mortgage Minute […]

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Estate Planning Basics

By on March 9, 2013 in Estate Planning with 0 Comments
Estate Planning Basics

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life […]

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Advanced Estate Planning Concepts for Women

By on March 9, 2013 in Estate Planning with 0 Comments
Advanced Estate Planning Concepts for Women

Statistically speaking, women live longer than men; if you’re married, that means that the odds are that you’re going to outlive your husband. That’s significant for a couple of reasons. First, it means that if your husband dies before you, you’ll likely inherit his estate. More importantly, though, it means that to a large extent, […]

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