Tax DoctorFeb 222 minSimple or Complex, Tax Planning is Important!Sometimes “Tax Planning” can be easy: “Open an IRA and it reduces your taxable income.” Other times it can be complex, especially for LLCs.
Tax DoctorJan 212 minRecent Conservation Easement Tax Cases are Settling Favorably for TaxpayersReasonable IRS Appraisal Triggers Conservation Easement Settlement
Tax DoctorJan 142 minTax Season Is Here Again! Choose Apples or OrangesTax planning offices often don’t look like a franchise. If you want CPAs or EAs doing your work, look off the beaten bath.
Tax DoctorJan 72 minAnother Tax Season is Almost Upon UsTax filing season is looming again, with the IRS saying they will begin accepting returns between January 24th and 30th.
Tax DoctorDec 10, 20212 minIt’s Not Too Late to Cut Your Current Tax Bill in Half!Donor-Advised Funds or “DAFs” can normally be established with a one-page simple account form, requiring minimal information.
Tax DoctorDec 3, 20212 minTime to Give, but Also Receive (from Uncle Sam)!There is one very useful tool that many senior citizens are not aware of that can help with charitable giving and tax planning: QCD
vicky1480Nov 22, 20212 minIt’s Stock Loss Harvesting TimeMany investors have had success this year, which might mean that capital gains tax reporting is on it’s way to their 2021 tax returns.
Tax DoctorNov 12, 20212 minThe 2022 Tax Code Adjustments Are Out…But Are They Reliable?Usually when this information is released each year it is a “done deal.” However, this year the IRS has cautioned that thought.
Tax DoctorOct 29, 20212 minTax Planning and COVID: Extract Some Good From the BadIn the past 18 months, COVID-19 has financially affected many people, and our financial future as a country is tenuous. As Fall takes...
Tax DoctorOct 22, 20213 minThe Most Used Tax Planning Concept for November and DecemberToday we’re going to talk about the most used tax planning concept in the month of November and December, charitable planning.
Tax DoctorOct 8, 20212 min“Fall” Into Tax Savings for Next Year!f you’re still out on a tax extension, heads up — you have less than a week, so it’s time to finish whatever you have been putting off.
vicky1480Sep 17, 20212 minTax Armageddon on the Way?Every new president makes changes to the tax code, so why is this time so different? The short answer is because our “books” as a...
Tax DoctorSep 10, 20214 minDon’t Let Your Stockbroker off the Hook When It Comes to Tax PlanningDon’t let your stockbroker off the hook when it comes to tax planning. Many people work with brokers when they buy and sell stocks. ...
Tax DoctorAug 20, 20212 minLogical Tax PlanningIt’s hard to be logical all the time about everything. The most financially successful tax clients we serve at least attempt to force...
Tax DoctorAug 13, 20212 minBusinesses Need to Start Their Tax Planning Now!S Corp and Partnership returns must be filed by September 15th - that's just a few weeks away!
Tax DoctorAug 6, 20211 minBonus Benefits from Tax PlanningHave you worked toward losing weight in the past because you want to look more attractive, or fit into an expensive wardrobe you already...
Tax DoctorAug 4, 20213 minThe Benefits of Charitable GivingOn March 17th, the Urban Institute, Brookings Institution and their individual authors, reported that because of the small share of the...