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Tag: planning

2014 Year End Tax Update

  In case you didn’t hear the news, Congress extended all of the tax breaks that ended in 2013… for just one more year. While this leaves the future hazy at least it gives us a little bit of time in 2014 to make some adjustments. Here is a run down of the extended tax breaks for...  Read More

Estate, Trust & Gift Tax for 2014

I recently made a presentation to financial industry professionals regarding tax issues for Estate & Trusts gifts.  Here is a movie of the slideshow presentation.  Have questions?  Feel free to contact me! Youtube video: Estate, Trust & Gift Taxation 2014  ...  Read More
Tweet it! It's not to late to save! 2013 IRA contribution deadline is the date you file your 2013 tax return, including extensions. #TaxTipTuesday

2013 IRA Contribution Deadline

If 2013 came and went and you did not manage to put away money for retirement, you may be in luck.  If you have an individual retirement account (IRA) or a Roth IRA you can make your contribution up until you file your 2013 taxes, including extensions.  This gives you a little extra t...  Read More