Tax Credits

Gifting Appreciated Stock Has Varying Tax Consequences

Here are a few things to consider when making gifts of appreciated stock. (more…)

Are Your Workers Independent Contractors or Employees?

Do you hire independent contractors to help with business tasks? Are you sure those workers are independent contractors — or should you be treating them as employees? (more…)

Teach Your Children Five Financial Lessons

It’s important to impart life’s lessons to your children. Prime example: Will your children be able to handle their finances when they became adults? (more…)

Accountable Plans Are A Win-Win Business Idea

Are you looking for a way to give your employees a tax-free benefit that is also tax-deductible for your business? Why not consider an accountable plan? (more…)

Expand Your Business Carefully

Businesses grow in stages, and often that growth is linear. Year-to-year profits expand incrementally as new products are developed and new services offered. (more…)

Start Your 2013 Tax Planning With An Estimate Of Your Income

A new tax rate of 39.6% when your taxable income exceeds $400,000 ($450,000 when you’re married filing jointly) is just one reason to create an income projection for 2013. (more…)

Pay Attention To Mortgage Loan Processing Fees

If you’re planning to apply for a home loan, be sure to scrutinize the processing charges. (more…)

Has Your Tax Refund Gone Astray?

Your tax return is filed, and your direct deposit refund is… not the amount you were expecting, or not in your bank account at all. What should you do? (more…)

Don’t Let Your Start-up Company Make These Hiring Mistakes

Challenges that merely annoy an established firm often capsize a start-up company. (more…)

Update Your Estate Planning

Have you been putting off your estate planning due to uncertainty in the tax law? Then you’ll be happy to hear much of the uncertainty has been eliminated by the American Taxpayer Relief Act of 2012. (more…)