Blog Posting By Tag: Tax Planning

Posted: Nov 14, 2016
Now that we are well into the final quarter of the year, it’s time to think ahead to what is approaching taxpayers in just few short months. At this time every calendar year, the various government agencies release updated figures for a range of... Read More...
Posted: Oct 25, 2016
In June of this year, Microsoft announced plans to acquire LinkedIn for $196 per share in an all cash deal. This is great news for LinkedIn shareholders and this is only one of 32,203 M & A deals announced during 2016 which total value estimated... Read More...
Posted: Jul 25, 2016
Even at the ripe old age of 100, the Federal Estate Tax – also affectionately known as the ‘death tax’ – is still steeped in controversy.  When it was first instituted in 1916 during the height of World War I, it was seen by... Read More...
Posted: Apr 26, 2016
Since 1993, the federal government has incentivized investment in small businesses through favorable tax treatment in order to keep the economic engine running.  Those efforts have proven successful, as small businesses created nearly two... Read More...
Posted: Apr 20, 2016
“He who will not economize will have to agonize.” - Confucius (551 BC - 479 BC) For thousands of years people have been told to adhere to a budget, and today the thought seems as daunting as ever. This can be especially true for those who live in a... Read More...
Posted: Mar 23, 2016
Good news: It’s only March and your tax return has been filed!  Bad news: It wasn’t by you.  It’s a problem that is all too common these days and one that unfortunately could affect you this tax season.  You try to file your tax... Read More...
Posted: Mar 17, 2016
Utilizing Home Equity to Meet Long-Term Needs and Objectives   The term downsizing typically connotes difficult decisions, often conjuring up images of harsh corporate layoffs. But downsizing also commonly describes the sensible and often... Read More...
Posted: Jan 25, 2016
Many families hold philanthropy as an important family value and strive to find ways to give efficiently, perhaps accomplishing additional objectives in the process.  Investors, having lived with low interest rates for many years, are... Read More...
Posted: Jan 21, 2016
Protecting Americans from Tax Hikes Act of 2015 Signed into Law   Very rarely big changes sweep the landscape of financial planning but when they do taxpayers are sometimes awarded significant benefit from the change. On December 18,... Read More...
Posted: Jan 04, 2016
Many couples going through divorce are opting to pursue a settlement process through mediation. Mediation can reduce the overall cost and the emotional trauma experienced in a more traditional dissolution process in which spouses are separately... Read More...

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