Tax Tips for 2017: How to Make Tax Season Easier for Yourself Next Year

If you are like many of us, you are breathing a huge sigh of…

Clearing up the confusion over the Gift Tax Law, updated for 2018

There are many confusing tax laws, but the one that seems to generate the most misunderstanding is the gift tax law. Everyone seems to be aware that people can give up to $13,000 (this amount is periodically adjusted for inflation) a year with no tax consequences - but beyond that it’s fuzzy. A client asked me today if she would have to pay tax on a $100,000 gift her parents were planning to give her to buy a house. The answer is no.
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6 Year-End 2016 Tax Planning Tips and Reminders

Don’t let the year slip away without doing a little tax planning…
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10 Family and Individual Tax Breaks You Should Know About

Given the timing (right in the midst of the holiday season),…
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A Little Year End Tax Planning with Your Holiday Punch

Or,  8 Year End Tax-Related Deadlines and Things to Think About With…
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Short List for your Finances 2014

There are many actions you can take to improve your finances,…
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Finglish Lesson #3: "Fiscal Cliff" and "Taxageddon"

The "fiscal cliff" and "taxageddon" refer to a convergence of…
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Book Review: Small Business Taxes Made Easy, 2nd edition, by Eva Rosenberg.

As a financial advisor, I’ve read my share of tax books. So,…
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"April is the Cruellest Month..." or You and Your Taxes

If you've been reading my blog, you know that I've been writing…