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Tom’s Interview on the Stan Simpson Show at Fox 61 News

Posted in Tax News on July 17, 2013

  Hello everyone,   Please click on the link below to see Tom’s interview on Fox61 regarding Mid-Year Tax Planning on the Stan Simpson Show.   http://foxct.com/2013/07/13/stan-simpson-mid-year-tax-planning/   Hope you are enjoying your summer! Regards, Lauren

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3 Proven Reasons Young Investors Should Fund a Roth IRA and Roth 401(k) to Save

Posted in Tax News on July 14, 2013

Time As the Rolling Stones said, “Time is on my side.” And so it is with younger investors, time is clearly on their side.  The benefit to a Roth IRA or Roth 401(k) plan is that if all of the…

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3 Easy Steps For Mid-Year Tax Planning

Posted in Tax News on June 30, 2013

Half the year is in the books.  Many people are playing golf, going to the beach or having a barbeque. It is also the time however to have your Mid-Year Tax Planning. Here are 3 Easy Steps to make this…

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When to Borrow Against Your 401(k) Plan

Posted in Tax News on June 23, 2013

While you don’t necessarily want to borrow against your 401(k) plan, there might be some situations when you would consider it. 401(k) Plan Loans The Internal Revenue Service (“IRS”) allows employers to allow employees to borrow against their 401(k) plan.…

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Why You Need Form W-9 Now to Complete Form 1099 Later

Posted in Tax News on June 16, 2013

1099 Filing Requirements Businesses have a responsibility to file Form 1099-MISC to all unincorporated businesses that they pay more than $600 to annually.  An unincorporated business is a sole-proprietorship, partnership or a Limited Liability Company (“LLC”).  In addition to having…

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