Tag Archives: Year-End tax planning

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

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

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?

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 104 – Planning for 2013 Investment Taxes

Tax and Money Tip of the Week Planning for 2013 Investment Taxes August 8th, 2012 | No. 104 As we get closer to 2013, it may be time to begin planning for some of the taxes that are part of … Continue reading

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Don’t Forget Your Required Minimum Distribution (RMDs) for 2011

If you are age 70 1/2, don’t forget to take out your RMDs for 2011 from your IRAs before 12/30/2011.

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Year-End Tax Planning

A year-end tax planning meeting with your CPA can keep you informed of your year-end tax situation for cash flow purposes. Know how to not overpay your taxes. You can also avoid potential penalties. Year-end tax planning recommendations can frequently pay for itself.

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Individual Estimated Taxes and Tax Planning Checkups

This is the time of year in our CPA practice that I work with small business owners and individuals to perform tax checkups to help them project their tax liabilities for 2011 and make tax saving recommendations of moves they can make between now and December 31, 2011. Continue reading

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Home Improvement Tax Credits

As the end of the year approaches, so does the end to some tax credits for energy-saving home-improvements. If you plan to take advantage of some of those credits, you will need to act fast. All improvements must be in place and the equipment in service by December 31, 2010 to qualify.

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Tax Tip: Year-End Tax Planning Tips| Tip of the Week | November 24, 2010 | No. 18

Planning Tips to Consider:
Last week we looked at some of the pending tax increases in 2011 if congress does not act by the end of the year. Since no one can predict what congress may or may not accomplish, the following are some planning tips to consider:
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