Tax Planning

It’s tax season. The filing deadline to submit 2015 tax returns is Monday, April 18, 2016, rather than the traditional April 15 date. The IRS urges taxpayers to help protect against identity theft by utilizing their security safeguards, and alsoREAD MORE

After years of “patches”, “extensions” and other temporary maneuvers, Congress has finally made Qualified Charitable IRA Distributions permanent. With the benefit of this permanence, you can now plan ahead to take advantage of the great tax planning opportunities this strategyREAD MORE

IRA & QRP Retirement Account Distribution Rules — With the year-end approaching, an important deadline for retirement account owners is also coming: Required Minimum Distributions. This article will deal with some of the distribution rules surrounding IRAs and Qualified RetirementREAD MORE

Year-End Tax Planning 2014 2014 is drawing to a close, but there are still some important moves you can make in year-end tax planning for 2014 that may really help at tax time.   Defer Income and Accelerate Deductions TheREAD MORE

Recently I wrote about having a charitable giving plan, and how that can allow people to be strategic about their charitable gifts. As tax rates have been on the rise lately, many people have been looking for ways to reduceREAD MORE

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