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...
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...
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...