IRS Tax Planning Ideas, Tips & News

Taxpayers’ tax liabilities can be minimized by using an experienced and competent tax professional for their tax preparation and tax planning needs. Unfortunately, the process for finding a competent … [Read more...] about IRS NOT PROTECTING TAXPAYERS FROM UNSCRUPULOUS TAX PREPARERS

IRAs are often a great source of funds to provide a benefit to your favorite charity. However as with many provisions of the U.S. Code, you need to be aware of the tax traps if one is to maximize the … [Read more...] about Avoid Charitable IRA Mistakes

The Social Security Administration (SSA) has decided to resume the periodic mailing of Social Security Statements (SSS) while encouraging everyone to create a secure online account. To create an … [Read more...] about SOCIAL SECURITY STATEMENT MAILINGS RESUMED

For those individuals in retirement as well as those approaching retirement (target market of persons over age 50), you undoubtedly have received the offer of a free lunch or dinner at a local … [Read more...] about FREE SEMINAR MEALS

In addition to advising our clients about tax preparation and tax planning, we believe it is very important that they address all facets of their financial situation, including planning for … [Read more...] about WHY LIVING A LONG LIFE CREATES RETIREMENT PROBLEMS

As part of our firm’s tax preparation and tax planning consultations, we periodically advise our clients to check on who is named as beneficiaries on their pension, IRA and insurance policies. Why is … [Read more...] about BENEFICIARY FORMS – ARE YOU IN A PICKLE?