Tax Savings Ideas in Time for 2009
As we near the end of 2009, while there is time to change taxes due in April of 2010, we wanted to give you a few tax savings ideas. Please consult your tax advisor or call our office before taking…
Category Tax Related
401k Maximum Contributions to Be Same Next Year Too
Sandra Block, acquaintance, USA Today Business reporter, and fellow worker of the Good Morning America interview we completed October, of 2008, John on Set of Good Morning America Live from New York, has an article in USA today that follows our thoughts yesterday on…
Tax Strategies for Year End: It’s Not Too Early To Start Thinking About Next Year’s Taxes
As we enter the fall, we begin working on tax loss selling and capital gain neutralization strategies. As many of you are most certainly aware, Uncle Sam wants his fair share of our gains on taxable investments we have realized…
Income Tax Election Form Mailing-Clients Receiving Regular IRA Distributions Only
For those clients receiving regular IRA distributions, this is your reminder that you will receive an offering letter to change your withholding amounts sent to the IRS each time you take a withdrawal. Do not be alarmed, this is a…
Tax Form 5498 Due in Mailboxes Any Day
In Mid May of each year we begin receiving tax form 5498 and this often times causes confusion. Do not let it, it is a simple form with the purpose of settling up IRA/401k/retirement transfer amounts and establishing an end…
April 15th is Just Around the Corner: 2008 Taxes are Soon Due
Just a reminder that April 15th 2009 marks the deadline for regular filing of your personal federal returns. There is a twist this year from a reporting standard, the IRS has allowed 1099’s to be mailed on February 15th as…