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Now is The Time…Start Tax Planning for 2010

Posted in Tax News on April 23, 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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"Tis the Season" to take the Taxpayers Pledge

Posted in Tax News on December 24, 2009

Frequently, people will ask me, “What can I do about my taxes?”  The short answer is―it depends.  Before getting into any specific tax strategy, it’s important to first take the Taxpayers Pledge.

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Give….and Receive!

Posted in Tax News on November 17, 2009

Taxpayers over age 70-1/2 with an IRA have a year-end tax planning opportunity. 

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Year-End Tax Planning

Posted in Tax News on October 20, 2009

Year-end tax planning could be especially productive this year, timely action can get you tax breaks that won’t be around next year unless Congress extends them.

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