Tax Planning for 2015
3 November 2015
Don’t wait until the beginning of next year to plan for your 2015 taxes – start now, while we can help you come up with tax-saving strategies. The time to make sure your assets are protected with a comprehensive tax planning strategy is now! We tailor your tax plan to your individual situation and specific needs.
Real Estate Losses – Can You Deduct Them? What This Difference Could Mean to You
8 July 2015
The IRS treats “passive” activity from real estate rentals differently from “nonpassive” activity; this can affect your deductions when you have a loss on a rental property – find out how this can impact your bottom line.
How 4 State-of-the-Union Tax Proposals May Affect You
3 February 2015
In his recent State of the Union address, President Barack Obama proposed raising taxes for higher-income individuals while giving middle-class taxpayers some tax relief. Find out how four of his proposals might affect you.
It’s Official: One IRA Rollover Per Year
21 October 2014
Starting January 1, 2015, you can only roll over one IRA within a 12-month period, according to a new IRS rule.
Business Succession Planning: The Time to Protect your Company is Now
28 August 2014
You’ve worked hard to start and grow your business. Make sure the value of your business is protected by creating a good succession plan. And do it today.
Four Important Reasons to Buy Life Insurance
22 July 2014
Life insurance should be a critical part of your estate plan. Here are four good reasons to own life insurance.