Monthly Archives: November 2011

It’s Time for Year-End Tax Planning

We have compiled a checklist of actions based on current tax rules that may help you save tax dollars if you act before year-end. Regardless of what Congress does late this year or early next, solid tax savings can be

Posted in Client Education

Business Benefits Abound

There are an abundant number of provisions that provide tax relief to small businesses this year.  Just so that you don’t overlook any of these benefits, or in case your business would like to position itself to take advantage of

Posted in Client Education

Year-End Capital Gains Strategies

2011 has produced some significant gyrations in the financial markets that have had an impact on everyone’s portfolios.  But for tax purposes, gains and losses are not measured by the increased or decreased value of your portfolio, but by gains

Posted in Client Education

Report Those Foreign Financial Connections!

FinCEN is the acronym for the Treasury Department’s Financial Crimes Enforcement Network.  FinCEN is a government-wide, multisource, financial intelligence and analysis network tasked with detecting money laundering, terrorist financing, tax evasion, and other financial crimes.  To do its job, FinCEN

Posted in Client Education

Unmarried Couples & Mortgage Interest

It is becoming increasingly common for couples to live together and remain unmarried, which can lead to potential tax problems when they share the expenses of a home but only one of the couple is liable for the debt on

Posted in Client Education