Many valuable tax breaks expired December 31, 2014. For them to be available for 2015,...
Congress Passes “Extenders” Legislation Reviving Expired Tax Breaks For 2015
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Jim Streets
Don’t Miss Your Opportunity to Make 2015 Annual Exclusion Gifts
Recently, the IRS released the 2016 annually adjusted amount for the unified gift and...
Reduce Taxes On Your Investments With These Year-End Strategies
While tax consequences should never drive investment decisions, it’s critical that they...
Protect Your Deduction: Verify That a Charity is Eligible to Receive Tax-Deductible Contributions Before You Donate
Donations to qualified charities are generally fully deductible, and they may be the...
Save Tax – Or At Least Defer It – By Carefully Timing Business Income and Expenses
The first step to smart timing is to project your business’s income and expenses for...
Your Exec Comp Could Be Subject To The 0.9% Additional Medicare Tax or The 3.8% NIIT
The additional Medicare tax and net investment income tax (NIIT) apply when certain...
Selling Rather Than Trading in Business Vehicles Can Save Tax
Although a vehicle’s value typically drops fairly rapidly, the tax rules limit the...
Why You Should Contribute More To Your 401(k) in 2015
Contributing to a traditional employer-sponsored defined contribution plan, such as a...
How To Determine If You Need To Worry About Estate Taxes
Here’s a simplified way to project your estate tax exposure. Take the value of your...
All Income Investments Aren’t Alike When It Comes To Taxes
The tax treatment of investment income varies, and not just based on whether the income...