News, Podcasts, Webinars

As financial planning professionals, we know the importance of understanding the latest tax laws, product offerings, and strategies in the industry. Culled from our own ongoing research and education, we offer our clients select and relevant information via the links below – content we believe you will find interesting and informative. Please contact us if you would like to discuss any of these topics in detail or with any questions you may have at all.
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Becoming a Giver

The title of this post may seem strange but it is based on my reading of a book titled “The Go-Giver” by Bob Burg and John David Mann.  The book is a quick read and it centers on a young man who finds a mentor who teaches him about the Five Laws of Stratospheric...

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Tax breaks extended retroactively; some are permanent

In mid-December, Congress renewed a long list of tax breaks known as “extenders” that have been expiring on an annual basis. This year many of the rules are retroactive to the beginning of 2015. You may be able to benefit from some of them as you prepare your 2015 federal income tax return.

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Three tips to start the tax filing season

Check whether your children need to file a 2015 tax return. They’ll need to file if wages exceeded $6,300, self-employment income was over $400, or investment income exceeded $1,050. When income includes both wages and investment income, other thresholds apply.

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Corporate minutes support tax deductions

Well-documented corporate minutes can provide valuable supporting evidence if the IRS questions choices you make on your tax returns. Minutes are especially important when related-party transactions are involved, such as payments, loans, or distributions between the company and you or other owners.

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