Year End Planning
June 29, 2010
How to Lower Your Self Employment Taxes
Categories: Business Planning, Retirement, Financial Planning, Tax Planning, Year End Planning
Are you self employed and tired of paying to much in taxes? Here are some methods to lower your self employment taxes.
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May 18, 2010
Can Trying to Save on Taxes Cost You?
Categories: Retirement, Financial Planning, Tax Planning, Year End Planning
There are many tax planning techniques that can benefit you. Some however may actually net you a loss. Here we discuss 5 traps that can potentially hurt you.
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April 29, 2010
Am I Using the Correct Financial Advisor?
Categories: Estate Planning, Retirement, Financial Planning, Tax Planning, Year End Planning
A lot of people call themselves "financial advisors" here we help you understand the differences between advisors so that you can identify which advisor is the best for you.
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March 24, 2010
Tax Deadline is Approaching!
Categories: Current Events, Tax Planning, Year End Planning
With less then a month until the April 15th tax filing deadline...here are some helpful reminders.
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February 2, 2010
Calculating Your Required Minimum Distribution for 2010
Categories: Current Events, Retirement, Financial Planning, Tax Planning, Year End Planning
For 2010 owners of IRA’s and other retirement accounts who reach age 70 ½ or older are again obligated to take their required minimum distribution (RMD).
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January 28, 2010
New and Improved Tax Credits for Your 2009 Tax Return
Categories: Current Events, Tax Planning, Year End Planning
There are a lot of tax credits out there. Here is a summary of some new and improved tax credits for your 2009 tax return.
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January 27, 2010
Favorable Tax Treatment for Donations Made to the Relief Efforts of the Earthquake in Haiti
Categories: Current Events, Tax Planning, Year End Planning
Haiti earthquake relief donations made in 2010 can now be deducted on your 2009 tax return.
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December 24, 2009
2010 ROTH IRA Conversion
Categories: Current Events, Estate Planning, Retirement, Financial Planning, Tax Planning, Year End Planning
In 2010, the IRS is removing their current ROTH IRA conversion income limits to allow all individuals to convert their traditional IRAs into a ROTH IRA.
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December 10, 2009
Year End Tax Strategies
Categories: Investments, Financial Planning, Tax Planning, Year End Planning
Many people don't realize the year end tax strategies they could have used until they file their tax return and it's too late. In this entry we discuss how to create a capital loss and avoid paying capital gains taxes. We also have a link to our year end tax planning guide.
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November 10, 2009
First Time Home Buyer Credit
Categories: Current Events, Financial Planning, Tax Planning, Year End Planning
With the $8,000 first time home buyer credit set to expire here is what you need to know.
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