Tax Planning

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