Tax Moves for December 2013

Posted by on Dec 9, 2013 in General | 0 comments

“The only person you are destined to become is the person you decide to be.” –Ralph Waldo Emerson When we make informed tax decisions, it is always best, of course, to start with real data. That’s why a good first step in any tax planning environment is preparing a draft tax return, to see where […]

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Rules For a Financially-Happy Marriage (Part 2 of 2)

Posted by on Jun 1, 2013 in General | 0 comments

So let’s dive right in, shall we? First, look carefully at your company‘s benefits plan. Disability insurance is probably the most neglected insurance. Consider signing up through a work plan. More employers are implementing flexible savings accounts, which allow you to pay for various medical and other specific types of expenses with pretax dollars. They […]

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A Quick look at the new tax changes. What does that mean to you!

Posted by on Jan 12, 2013 in Tax Planning and Preparation | 0 comments

Here are the major tax highlights:    • Bush-era income tax rates (10%, 15, 25, 28, 33 and 35% for each income bracket) will be the “permanent” law of the land (whatever permanent means to Congress!) for single filers making less than $400K and married’s filing jointly making less than $450K.    • Capital gains and […]

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