November 18, 2015

2015 Gift Tax Exclusion

This year you can give up to $14,000 to as many individuals as you want without any gift tax liability. If you’re married and your spouse […]
November 11, 2015

2016 Health Care Enrollment

The health insurance Marketplace (www.healthcare.gov) “open enrollment period” began November 1 for 2016 individual health insurance coverage. Open enrollment is the annual period of time during […]
November 4, 2015

Law Revises Due Dates for 2016 Returns

The Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 changed due dates for some 2016 federal business returns (the ones you’ll file in […]
October 28, 2015

Breakeven Analysis An Important Business Tool

Breakeven analysis is an important and useful tool in business. Whether you’re starting a new business, expanding current operations, contemplating an acquisition, downsizing, or approaching banks […]
October 21, 2015

Deciding When To Start Social Security Benefits

Whether you should take social security retirement benefits at the earliest possible date or defer benefits until reaching normal retirement age (or even age 70), depends […]
October 14, 2015

Items From Your 2014 Tax Return Can Affect 2015 Planning

As year-end approaches, remember to check your 2014 federal income tax return for items that can affect your 2015 planning. Here are three to look for. […]
October 7, 2015

Avoid Underpayment Penalties

Check the total taxes you’ve already paid in for the year through withholding from your wages and/or quarterly estimated payments. Are you underpaid? Consider adjusting your […]
September 30, 2015

Back to School? Check this Tax Credit

If you or a member of your family is off to college this fall, you may be eligible for the American Opportunity Tax Credit. Eligible students […]
September 23, 2015

A Quick Recordkeeping Guide

Is your file cabinet overflowing? Do you hesitate to purge tax information because you’re not sure what to keep and what to discard? Here’s a quick […]