Date Description - Articles of Interest View
August 2017 • College Costs Really Are Increasing Again.
• Start FAFSA Planning Earlier.
• Asset Allocation in 529 Plans.
• Outlining the Trump Tax Plan.
• How Small Business Retirement Plans Compare.
• Tax Calendar.
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July 2017 • Calculating Retirement Needs.
• Taxable Versus Tax Deferred Accounts.
• Small Companies Can Do Well While Doing Good.
• Tax Calendar.
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June 2017 • The Third Best Investment You Can Make.
• Prenups Can Serve Many Purposes.
• Solo 401(k) Plans for Companies Without Employees.
• Tax Calendar.
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May 2017 • Tax-Wise Portfolio Rebalancing.
• Social Security Strategies That Still Work.
• With Retirement Plans, SIMPLE may Be Better.
• Tax Calendar.
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April 2017 • Dealing With an IRS Audit.
• Deciding About a Vacation Home.
• ESOPs as Retirement Plans.
• Tax Calendar.
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March 2017 • Playing Defense as Stock Prices Soar.
• Holding Down Premiums for Medicare Part B.
• Safe Harbor 401(k) Plans for Small Companies.
• Tax Calendar.
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February 2017 • After-Tax Dollars in Traditional IRAs.
• "Combo" Products for Long-Term Care Coverage.
• Defined Benefit Plans for (Very) Small Companies.
• Tax Calendar.
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January 2017 • Be Cautious With Hard-to-Value IRAs.
• The "Other" Exchange-Traded Funds.
• Profit-Sharing Plans for Your Small Business.
• Tax Calendar.
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December 2016 • Seeking a Stable Retirement.
• Foreign Stock Funds Can Be Doubly Taxing.
• Automatic Enrollment Retirement Plans.
• Tax Calendar.
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November 2016 • More Certainty for Year-End Planning.
• Year-End Planning for Itemized Deductions.
• Year-End Planning for Deducting Taxes Paid.
• Year-End Planning for Charitable Donations.
• Year-End Planning for Medical Deductions.
• Year-End Business Tax Planning.
• Tax Calendar.
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October 2016 • Financial Steps to Take After a Child is Born.
• Investing in Gold Can Be Taxing.
• What Goes Into a Wellness Program.
• Tax Calendar.
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September 2016 • Customization Comes to Target-Date Funds.
• Drawing Down Your Portfolio in Retirement.
• Setting Paid-Time-Off Policies.
• Tax Calendar.
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August 2016 • The True Cost of Higher Education.
• Make the Most of College Financial Aid.
• Campus Tax Credits Can Top Tax Deductions.
• The Second Best Investment You Can Make.
• Using IRA Money to Buy a Business Can Be Dangerous.
• Tax Calendar.
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July 2016 • What the New Federal Fiduciary Rule Means to Investors.
• ETFs Can Be Plain or Fancy.
• Disaster Planning Versus Succession Planning.
• Tax Calendar
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June 2016 • Should You Pay Summer Interns?
• Planning for Today’s Pensions.
• Putting Your Money Into Timeshares.
• Tax Calendar
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May 2016 • Health Insurance and Divorce.
• Fun and Games... and Taxes.
• New Law May Boost C Corporations.
• Tax Calendar
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April 2016 • Deducting Sales Taxes.
• IRA Charitable Donations.
• Higher Education Tax Breaks.
• Tax-Free Investment Gains.
• Business Tax Benefits.
• Tax Calendar
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March 2016 • Deducting Charitable Gifts.
• Tax-Efficient IRA Withdrawals.
• Cybersecurity for Business Owners.
• Tax Calendar
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February 2016 • Deducting Interest Paid.
• The IRS May Put You on Hold.
• Portability in Estate Planning.
• Tax Calendar
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January 2016 • Deducting Taxes Paid.
• Deducting IRA Contributions .
• Going Outside to Sell Your Company.
• Tax Calendar
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December 2015 • Investing for the Long Term.
• QTIP Trusts Still Offer Advantages.
• Put Cadillac Health Plans on Your Road Map.
• Tax Calendar
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November 2015 • Will the Third Shoe Drop?.
• Year-End Investment Tax Planning.
• Year-End Family Tax Planning.
• Year-End Retirement Tax Planning.
• Year-End Charitable Tax Planning.
• Year-End Business Tax Planning.
• Year-End Estate Tax Planning.
• Tax Calendar
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October 2015 • Cons and Pros of Roth IRAs.
• Where to Find Investment Income.
• Social Media for Business Owners.
• Tax Calendar
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September 2015 • Past Losses Offer Winning Opportunities.
• Supreme Court Decision May Affect State Taxes.
• Ongoing Responsibility for Retirement Plans.
• Tax Calendar
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August 2015 • Facing College Costs.
• What You Should Know About Student Loans.
• Restructuring Education Debt.
• Why You Need a Will.
• SIMPLE 401(k) Plans May Appeal to Employees.
• Tax Calendar
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July 2015 • The Math of Buy and Hold.
• Passive Activity Losses From Rental Property.
• Succession Planning for a Family Business.
• Tax Calendar
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June 2015 • Winning Social Security’s Waiting Game.
• Control the Costs of Weddings in Your Family.
• Keep Your Company After a Divorce.
• Tax Calendar
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May 2015 • Holding Stocks in Retirement Accounts.
• Finding a Low Tax State.
• What Lower Oil Prices Mean to Your Company.
• Tax Calendar
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April 2015 • Are Tax Refunds Good or Bad?.
• Seeking Safety in Long-Term Treasuries.
• Private Health Insurance Exchanges for Business Owners.
• Tax Calendar
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March 2015 • Above the Line Tax Deductions.
• Dealing With Sequence Risk.
• Turn Relatives Into Employees to Reduce Taxes.
• Tax Calendar
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February 2015 • Renting Versus Buying a Home.
• Income Annuities in Employer Retirement Plans.
• When Workers Are Independent Contractors.
• Tax Calendar
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January 2015 • Create a Personal Cash Flow Statement.
• Tax-Free Roth IRA Conversions.
• New Year's Resolutions for Business Owners.
• Tax Calendar
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December 2014 • New Regulations Bolster Longevity Annuities.
• Global Funds Versus International Funds.
• Be Wary of Accumulated Assets.
• Tax Calendar
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November 2014 • A Tale of Two Couples.
• Year-End Investment Tax Planning.
• Year-End Charitable Tax Planning.
• Year-End Family Tax Planning.
• Year-End Retirement Tax Planning.
• Year-End Estate Tax Planning.
• Year-End Business Tax Planning.
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October 2014 • Planning for Retirement Income.
• As Collectibles Boom, Selling Can Be Taxing.
• S Corporation or LLC?.
• Tax Calendar
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September 2014 • Passive Investing is Moving Up.
• Inherited IRAs in Bankruptcy.
• Deducting Foreign Business Travel.
• Tax Calendar
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August 2014 • Financial Aid Starts With the FAFSA.
• Grandparent Aid for College Costs.
• Keeping Wealth in Your Family's Future.
• Tougher Rules on Reverse Mortgages.
• Reasonable Compensation for S Corporation Owners.
• Tax Calendar
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July 2014 • Be Sure About Rental Car Insurance.
• Deductions for Dining Out.
• Tax-Free Income From Renting Your Home.
• Tax Calendar
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June 2014 • The Risks of Riskless Investing.
• How Inherited Assets Differ From Gifts.
• Prime Points for Your Buy-Sell.
• Tax Calendar.
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May 2014 • Liquid Alts Move Into the Mainstream.
• Mixing Annuities and IRAs.
• Making Expense Accounts Accountable.
• Tax Calendar.
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April 2014 • Is It Time to Trim Stocks?.
• Supreme Court Bolsters Beneficiary Rights.
• Business Owners Get More Bang From Flex Plan Bucks.
• Tax Calendar.
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March 2014 • Juggling Appreciated Assets and Bequests.
• Learning About Mutual Fund Share Classes.
• Estimated Taxes for Business Owners.
• Tax Calendar.
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February 2014 • SEP Plans Go Separate Ways.
• Mixing IRA Distributions With Social Security.
• The “Other” April 15 Deadlines.
• Tax Calendar.
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January 2014 • Five Years Later, Tax Lessons Learned.
• Benchmark Based Life Insurance and Annuities.
• Underused Deductions for Business Owners.
• Tax Calendar
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December 2013 • Alert: New Rules for Health Insurance.
• Pay Premiums or Pay a Penalty.
• Shopping Malls for Health Insurance.
• Businesses Must Give Notice.
• Update on Same-Sex Spouses.
• Tax Calendar
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November 2013 • Planning for "Permanent" Tax Laws
• Year-End Tax Planning for Investors
• Year-End Tax Planning for Retirement
• Year-End Estate Tax Planning
• Year-End Tax Planning for Donations
• Year-End Tax Planning for Business Owners
• Tax Calendar
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October 2013 • Tax Planning for Same-Sex Spouses
• Don't Waste 529 Benefits
• IRS Approves Simpler Home Office Deductions
• Tax Calendar
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September 2013 • Real Estate Investing With REITs
• Deferred Income Annuities for Your Future
• Leasing Company Cars
• Tax Calendar
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August 2013 • Make Student Loans Less Taxing
• Cashing In on Foreign Stocks
• Employers' Health Insurance Penalties Are Delayed
• Tax Calendar
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July 2013 • Paradox of Long Term Care Insurance
• Charitable Trust Tax Trimmer
• Funding Small Business Succession Planning
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June 2013 • Diversify 529 Accounts
• Maximizing Medical Deductions
• Successful Succession Planning
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May 2013 • From Bear to Bull Market
• New In-Plan Conversions
• Work Opportunity Tax Credit
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April 2013 • Reducing Uncertainty
• Increasing Complexity
• Restoring Higher Tax Brackets
• Lower Income, Higher Taxes
• Clarification on Estate and Gift Taxes
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March 2013 • Tax Free Gains from Home Sales
• Facts about Charitable Gift Annuities
• Details on Entertainment Deductions
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February 2013 • Tax Breaks for Supporting a Parent
• Covered Calls Offer High Yields but Limit Gains
• Real Estate Leaseback Strategies
• Tax Calendar
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January 2013 • Social Security  - The 8% Solution
• Buying Stocks Through Reinvestment Plans
• Tax Planning for S Corp Owners
• Tax Calendar
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