As the malls and retailers prepare for the Holiday Season, we should be reminded that another year is coming to a close so it’s time for you to review your personal tax circumstances for opportunities to reduce taxes this year or to benefit yourselves, perhaps, by deferring, if possible, income recognition into next year. What are [...]
Archive for the ‘Taxes’ Category
2011 Year End Tax Moves
Posted in Taxes, tagged Alternative Minimum Tax, annual gift tax exclusion, charitable contributions, credit card, energy saving improvements, FSA changes, group benefits, Health Savings Account, higher education deduction, income recognition, inherited IRA, open enrollment, Required Minimum Distribution, sales tax, securities holdings, tax benefit, tax law changes, tax loss harvesting on October 28, 2011 | 2 Comments »
Tax Reform – What is Fair?
Posted in Taxes, tagged American Jobs Act of 2011, budget deficit reduction plan, debt growth, financial deleveraging, Statistics of Income Bulletin, tax rate, tax reform, tax revenues on September 23, 2011 | 1 Comment »
Unless you have been on another planet for the past several months, and or years, you know that we are facing difficult financial times. Our States, our Country and other Nations of the World, for that matter, are struggling to work through financial deleveraging from the excesses of debt growth of the past decade while, at [...]
Coming Out of the Spending Closet
Posted in Taxes, tagged 2010 tax return, Capitol Hill, federal income, payroll taxes, Your 2010 Federal Taxpayer Receipt on April 28, 2011 | 3 Comments »
New Online Tool Reveals How Government Spends Your Tax $ If you’ve ever wondered, “Where, oh where do my tax dollars go?” then get ready to satisfy your curiosity. Thanks to a new online calculator, we can look behind the curtain on Capitol Hill and see exactly how our own individual Federal income and payroll [...]
Another Tax Year Filed Away
Posted in Taxes, tagged 2010 tax return, 2011 tax year, Making Work Pay credit, mortgage debt cancellation, real estate, Retirement, Roth IRA, tax extension, tax filing deadline, tax law, unemployment on April 26, 2011 | Leave a Comment »
Well three more days were available this year to get it all done and now we can all breathe a sigh of relief for another year. The returns have been filed, the paper is all tucked away, and now we can enjoy the sounds of spring (tweet, play ball!, bait that hook) and the warmth [...]
The Great Tax and Deficit Debates
Posted in Taxes, tagged Atlas Shrugged, budget agreement, federal income taxes, luxury tax, tax bracket, Taxes on April 25, 2011 | 1 Comment »
It’s an uncanny time for a film adaption of Ayn Rand’s ‘Atlas Shrugged’ to be hitting theatres. The first film of a trilogy depicts a world of high regulation on leaders of industry who ultimately decide to take their talents from the world and use them instead in a hidden community, free from government interference. [...]
I Have a Few Years of Tax Returns to File
Posted in Taxes, tagged credit reporting agencies, garnish, IRS, levy, lien, payment arrangement, repayment period, tax code, tax return, tax system, withholding allowances on April 12, 2011 | Leave a Comment »
Part 3 of 3 In my previous blogs, I introduced you to Willie who came to me with his box of tax information for many years asking me to assist him in getting the returns prepared and to figure out a game plan for his dilemma of not having filed tax returns for many years. At [...]
I Have a Few Years of Tax Returns to File
Posted in Education, Taxes, tagged debt, expenses, income, Installment Agreement Request, IRS, Power of Attorney on March 22, 2011 | 1 Comment »
Part 2 of 3 In my previous blog, I introduced you to Willie who came to me with his box of tax information for many years asking me to assist him in getting the returns prepared and to figure out a game plan for his dilemma of not having filed tax returns for many years. [...]
Talk with your Tax Preparer
Posted in Taxes, tagged 2010 taxes, financial goals, financial literacy, tax liability, tax preparer on March 16, 2011 | 1 Comment »
If you haven’t already begun the process, you officially have less than a month (ok, you technically have until Monday, April 18th to file this year, but I digress) to face your 2010 taxes. We often procrastinate in doing this, finally getting around to amassing the seemingly unnecessary pile of paperwork our tax preparer has [...]
The (Second) Most Wonderful Time of the Year
Posted in Taxes, tagged CPA, tax, tax implications on March 15, 2011 | Leave a Comment »
Mid-March. Northern climates are emerging out of their winter cocoon as temperatures climb, while southern climates (of the northern hemisphere) savor outdoor temperatures perfect for all types of recreation and pleasure. Yes, nature and love are in bloom—not to mention the pent up energy of children. Yet two creatures remain in hiding—college basketball fanatics, and [...]
My Valentine
Posted in Taxes, tagged annuities, beneficiary property transfers, deferral investment vehicles, Estate Planning, holding period, rights of survivorship, titling, transfers on February 25, 2011 | 1 Comment »
Yes, my love, of course you are the beneficiary of everything I own and or acquire in our lifetime and at my passing. Oh really, have you looked lately? Back in November,I wrote about testamentary intentions and things like ‘how property is titled’ and ‘beneficiary designations’. Have you had the time to review your ‘estate [...]
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