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2015 Year End Planning

The end of 2015 is rapidly approaching. Given the frequency of tax law changes, there is no perfect time to begin planning. There’s no need to wait for certainty on laws that are in limbo either. This year, basic old-fashioned…

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November 2015 – Newsletter

Insurance enrollment begins this month Beginning this month, you can sign up for a new 2016 health insurance policy on the health insurance Marketplace. You can also change or renew the policy you purchased during the last enrollment period. Even…

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October 2015 – Newsletter

Check your 2015 tax payments Don’t let penalties for underpaid taxes increase your tax bill next April. Check the total you’ve paid in for 2015 through withholding and/or estimated taxes. If you’ve underpaid, consider adjusting your withholding for the final…

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September 2015 – Newsletter

Tax Due Dates September 15 – Third quarter installment of 2015 individual estimated income tax is due. Tax due dates September 15 – Filing deadline for 2014 tax returns for calendar-year corporations and S corporations that received an automatic extension…

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August 2015 – Newsletter

Education tax planning can optimize the available breaks for saving and paying for school expenses. Here are some tips. Saving for education Section 529 plans include prepaid tuition programs and college savings accounts. Prepaid tuition programs let you buy future…

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