Do you receive a 1099 or K-1? If so, the new tax rules under the 2017 tax reform effort could have a significant impact on your tax returns. The tax reform bill made significant changes to several parts of the tax code. One of the most talked about (not to mention confusing) applies to the […]
Archive | Tax Tips
A Complete Side-by-Side Spread Sheet Comparing 2012, 2013 & 2014 Tax Numbers
If you are looking to do any type of tax planning, I think you will find these two documents extremely helpful and easy to understand! Here is a link to a PDF file that gives you an in-depth side-by-side comparison of the new 2013 tax changes and the updated 2014 numbers. In addition, I have […]
Short Video: 2013 Tax Changes That You Should Know!
There are a few important changes in the 2013 tax year that may have a significant effect on your tax planning. You may have heard about the new tax brackets and tax rates for higher earners, but there have also been changes for individuals across most tax brackets. You can learn more in this very […]
Year-End Tax Planning: 10 Things to Keep in Mind
(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 […]
6 Tips for Improving Your Tax Efficiency 2011 – 2012
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 […]