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…
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…
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…
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…
