tax

Estate Planning: Consider a Private Annuity

July 29, 2016

Affluent individuals looking for a way to reduce gift and estate tax exposure should take a look at private annuities. These estate planning tools can serve two purposes: You can get a steady incom..

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Taking Advantage of the PATH Act

July 29, 2016

Are you making the most of the new rules for companies that purchase fixed assets and equipment? The tax treatment of purchases such as computers, software, office furniture, telecommunications equ..

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3 Mutual Fund Tax Hazards to Watch Out For

July 29, 2016

Investing in mutual funds is an easy way to diversify a portfolio, which is one reason why they're commonly found in retirement plans such as IRAs and 401(k)s. But if you hold such funds in tax..

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There’s Still Time for Homeowners to Save with Green Tax Credits

June 22, 2016

The income tax credit for certain energy-efficient home improvements and equipment purchases was extended through 2016 by the Protecting Americans from Tax Hikes Act of 2015 (the PATH Act). So, you..

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Management & Tax Concepts Newsletter

May 24, 2016

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