Posts

Forward-Thinking Tax Strategies to Implement This Year

Many people dread tax season. The idea of digging through all…

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.

6 Year-End 2016 Tax Planning Tips and Reminders

Don’t let the year slip away without doing a little tax planning…

Finglish Lesson #3: "Fiscal Cliff" and "Taxageddon"

The "fiscal cliff" and "taxageddon" refer to a convergence of…

"April is the Cruellest Month..." or You and Your Taxes

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