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Year-End Tax Planning: 10 Things to Keep in Mind

by on 2:21 pm in Tax Tips

(Read the full article here)   The window of opportunity for many tax-saving moves closes on December 31. So set aside some time to evaluate your tax situation now, while there’s still time to affect your bottom line for the current tax year. With that in mind, here are 10 things to consider as the [...]

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6 Tips for Improving Your Tax Efficiency 2011 – 2012

by on 11:50 am in Tax Tips

December is a great time of year to visit family, enjoy holiday meals, and streamline April’s tax bill. With a bit of knowledge, you can really boost the tax efficiency of your portfolio and even your gift giving, so this month I’d like to share a few simple tips for getting the most out of [...]

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