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Category Archives: Tax Planning
Managing Household Records
Wintertime is a great time to do a little housekeeping. I was asked about how long financial documents need to be kept? The following link from USA.gov is a great resource for determining how long your financial records need to … Continue reading
Posted in Financial Planning, Tax Planning
Tagged Business, Finance, Financial statement, Home, Investing, Money Management, Personal finance, United States
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Fiscal Cliff
We’re hearing a lot about the fiscal cliff in this post-election time period, and surprisingly, considering the angry partisanship of the campaign, some of the news is encouraging. The White House and Congressional leaders, elected officials from both sides of … Continue reading
2012 Tax Planning
Question/Answer: I keep reading about the possibility of higher taxes in 2013. What strategies could I look at in 2012 that might make sense to prepare for the likelihood of higher taxes? The following strategies should be considered and … Continue reading
Posted in Financial Planning, Tax Planning
Tagged 401(k), Business, Compact Disc, Individual Retirement Account, Pension, Retirement, Roth, Roth IRA
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New Tax Bill Provisions
Not included in the breaking news story montage is the recent passage–and presidential signing–of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010–an $858 billion package of renewed tax cuts, unemployment benefits and fixes to the … Continue reading
