Blog Archives

Four Reasons to Review Your Withholding and Estimated Tax Payments Now

The first half of the year is in the books.  It’s time to take a look at your withholding and estimated tax payments.  Why is this important?  To avoid any potential penalty for underpayment of estimated taxes. 


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It's Back…The Return of the Required Minimum Distribution ("RMD")

The RMD is back and is required for 2010 and all future years.  Taxpayers over age 70½ must take a required minimum distribution from their IRA’s and other qualified retirement plans. For 2009, the government removed the requirement for one


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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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Roth IRA…The Ultimate Retirement Tax Tool

Last week we discussed the IRA.  This week we’ll talk about the Roth IRA. Who is eligible for a Roth IRA? You need to have earned income at least up to the amount of the contribution. There is a phase


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