Posts Tagged ‘tax planning’
New Client Support Tools – Check them out!
By: Caren McCabe, MBA, Administrative/Marketing Specialist Earlier this year, we added new tools to our website. Our goal is to make it easier for you to get answers to questions…
Read MoreTake Retirement Plan Distributions by December 31
Taxpayers born before July 1, 1946, generally must receive payments from their individual retirement arrangements (IRAs) and workplace retirement plans by December 31. Known as required minimum distributions (RMDs), typically…
Read MoreReminder: College Tax Credits for 2016
With another school year in full swing, now is a good time for parents and students to see if they qualify for either of two college tax credits or other…
Read More2016 Tax Provisions for Individuals: A Review
Many of the tax changes affecting individuals and businesses for 2016, arose from the Protecting Americans from Tax Hikes Act of 2015 (PATH) which modified or made permanent numerous tax…
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