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When it comes to charitable deductions, all donations aren’t created equal

As you file your 2016 return and plan your charitable giving for 2017, it’s important to keep in mind the available deduction. It can vary significantly depending on a variety of factors. What you giveOther than the actual amount you donate, one of the biggest factors that can affect your deduction is what you give: Cash. This includes not just actual cash but gifts made by check, credit card or...

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Scrupulous records and legitimate business expenses are the key to less painful IRS audits

April 19, 2024

If you operate a business, or you’re starting a new one, you know records of income and expenses need to…

Don’t skip out on planning for the GST tax

April 17, 2024

Does your estate plan call for making gifts to your grandchildren or other loved ones more than one generation below…

Update on retirement account required minimum distributions

April 15, 2024

If you have a tax-favored retirement account, including a traditional IRA, you’ll become exposed to the federal income tax required…

2024 Q2 tax calendar: Key deadlines for businesses and employers

April 12, 2024

Here are some of the key tax-related deadlines that apply to businesses and other employers during the second quarter of…

What are your options to fund long-term care expenses?

April 10, 2024

Few things can derail your estate plan as quickly as unanticipated long-term care (LTC) expenses. Most people will need some…

The tax deadline is almost here: File for an extension if you’re not ready

April 08, 2024

The April 15 tax filing deadline is right around the corner. However, you might not be ready to file. Sometimes,…