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Category: Tax Planning
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Death and Taxes

Even with the web & it's large amount of info, death and taxes are still certain in life, and the former has an important financial impact on the latter.

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The Qualified Charitable Distribution Now Has Eternal Life (At Least, for Federal Income Tax Purposes)

Using a QCD, taxpayers may find that making a direct contribution from an IRA to a qualifying charitable organization can provide greater tax savings.

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A Few Thoughts about Preparing for Income Tax Compliance

If you have an accountant prepare your return, this contains some useful tips that may help reduce preparation costs, improve accuracy, & minimize tax notices.

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