Category Archives: Uncategorized

TMTW #109 – Using IRAs to Cover Colleges Expenses

Posted on September 12, 2012 by taxblogger

Tax and Money Tip of the Week Using IRAs to Cover College Expenses September 12th, 2012 | No. 109 It’s time for college students to head back to school.  But how are you going to pay for this next year of … Continue reading →

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TMTW #108 – Time Running Out for Large Gifts

Posted on September 6, 2012 by taxblogger

Tax and Money Tip of the Week Time Running Out for Large Gifts in 2012 | September 6th, 2012 | No. 108 Currently, the exemptions for federal gift tax, estate tax, and generation-skipping transfer (GST) tax are at historic highs, and the … Continue reading →

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September 15, 2012 Tax Deadlines: Individual Estimated Taxes and Tax Planning Checkups

Posted on August 29, 2012 by taxblogger

Tax and Money Tip of the Week September 15, 2012 Tax Deadlines: Individual Estimated Taxes and Tax Planning Checkups | August 29th, 2012 | No. 107 This is the time of year in our CPA practice that I work with small … Continue reading →

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TMTW #106 – Tax Planning for 2012

Posted on August 22, 2012 by taxblogger

Tax and Money Tip of the Week Tax Planning for 2012 August 22th, 2012 | No. 106 Two weeks ago we discussed upcoming 2013 tax increases due to the health care bill. This week here are some suggestions to consider for … Continue reading →

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TMTW #105 – Can I make a donation from my IRA this year?

Posted on August 15, 2012 by taxblogger

Tax and Money Tip of the Week Can I make a donation from my IRA this year? August 15th, 2012 | No. 105 I recently fielded a question from one of our clients that I felt would be of interest … Continue reading →

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TMTW #103 – September 15, 2012 Partnership and Corporation Extension Deadline

Posted on August 1, 2012 by taxblogger

Tax and Money Tip of the Week September 15, 2012 – Partnership and Corporation Extension Deadline August 1st, 2012 | No. 103 Here is a mid-summer reminder for all the business owners who have put off filing your company’s 2011 … Continue reading →

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Are You Getting the Credits You Deserve?

Posted on April 13, 2011 by taxblogger

Tax Deductions are good….Nonrefundable Tax Credits are better….and Refundable Credits are great! Continue reading →

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Retirement Annual Income

Posted on February 23, 2011 by taxblogger

Your retirement lifestyle will depend not only on your assets and investment choices, but also on how quickly you draw down your retirement portfolio. The annual percentage that you take out of your portfolio, whether from returns or the principal itself, is known as your withdrawal rate. Figuring out an appropriate initial withdrawal rate is a key issue in retirement planning and presents many challenges. Continue reading →

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Kiddie Tax

Posted on February 2, 2011 by taxblogger

Tax Tip of the Week:  Kiddie Tax | February 2, 2011 | No. 28 Will Your Family Be Hit With Kiddie Tax? Children with investment income may have part or all of it taxed at their parents’ tax rate rather than at … Continue reading →

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