2017 Q1 Tax Calendar: Key Deadlines for Businesses and Other Employers

January 3, 2017

Here are some of the key tax-related deadlines affecting businesses and other employers during the first quarter of 2017. Keep in mind that this list isn’t all-inclusive, so there may be addi..

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Infographic: Tax Withholding History

December 29, 2016

Fun fact: Do you know when employees stopped paying income tax in one lump sum? ..

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Few Changes to Retirement Plan Contribution Limits for 2017

December 27, 2016

Retirement plan contribution limits are indexed for inflation, but with inflation remaining low, most of the limits remain unchanged for 2017. The only limit that has increased from the 2016 level ..

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Want to Save for Education? Make 2016 ESA Contributions by December 31

December 20, 2016

There are many ways to save for a child’s or grandchild’s education. But one has annual contribution limits, and if you don’t make a 2016 contribution by December 31, the opportun..

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Why Making Annual Exclusion Gifts before Year End Can Still Be a Good Idea

December 13, 2016

A tried-and-true estate planning strategy is to make tax-free gifts to loved ones during life, because it reduces potential estate tax at death. There are many ways to make tax-free gifts, but one ..

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