Blog Archives

Now is The Time…Start Tax Planning for 2010

You’ve just finished filing your 2009 income tax returns, or you were too rushed and filed for an extension.  And here I am talking about 2010 tax planning? Yes…I am.


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Self- Employed and Looking for a Last Minute Tax Deduction? Consider a SEP.

A Simplified Employee Pension (SEP) is a retirement plan that self-employed people should take a look at.  To adopt a SEP plan an employer needs to complete IRS Form 5305-SEP.  This form is not filed with the IRS; the employer


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SIMPLE Retirement Plan…A Great Retirement Plan for Small Businesses

The most popular retirement plan adopted by businesses is the 401(k) plan.  However, there are other options for business owners.  For some small businesses, the SIMPLE plan makes the most sense.


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The Roth 401(k) Plan…It’s Becoming a More Popular Retirement Plan

The Roth 401(k) plan is becoming a more popular retirement plan option offered by employers.  This has become the foundation for many people’s retirement plan.  Unlike a traditional 401(k) plan where contributions are made pre-taxed, contributions to a Roth 401(k)


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