Tips for Tax Deduction and Credit Planning
Tax season is in full swing — and the federal filing deadline is fewer than two months away on...
Read Moreby Adam Zuercher | Feb 24, 2017 | Investing, Personal Finance
Tax season is in full swing — and the federal filing deadline is fewer than two months away on...
Read Moreby Adam Zuercher | May 15, 2014 | Investing, Personal Finance
The IRS recently issued new guidance about the rules governing rollovers* from Individual Retirement Accounts (IRAs).[1. http://www.irs.gov/Retirement-Plans/IRA-One-Rollover-Per-Year-Rule ] The new regulations state that IRA...
Read Moreby Adam Zuercher | Apr 3, 2014 | Economy, Personal Finance
Tax time is here and we’re getting close to the April 15th filing deadline. Tax laws changed significantly in 2013 and taxpayers are now responsible for several new taxes as well as changes to deduction limits and exemption...
Read Moreby Adam Zuercher | Dec 20, 2013 | Personal Finance
With the end of 2013 approaching, many of our clients are thinking about what charitable gifts they want to make. Here are a few tips on giving effectively and maximizing the tax deductibility of your gifts. Keep the Calendar in...
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