Monthly Archives: December 2012

Saving for Retirement with the Saver’s Credit

Low- and moderate-income workers can take steps to save for retirement and at the same time earn a special tax credit.

Posted in Client Education

Will Capital Gains Be Changed?

Currently, capital gains rates for the sale of assets held over one year are taxed at 15% (0% to the extent a taxpayer is in the 15% or lower regular tax bracket), compared with a top tax of 35% for

Posted in News

Are We Headed for a Fiscal Cliff?

For several years now, Congress has left the taxpaying public hanging to the last minute with tax changes and extensions.  And each year, the political gridlock seems to get worse, leaving taxpayers pondering how to plan their finances and businesses

Posted in Client Education

Reverse Mortgages: A Salvation for Seniors?

In recent months, we have seen a growing number of celebrities on TV promoting reverse mortgages.  In today’s economy, many retirees are faced with mounting debt and inadequate incomes.  For many, their home is their most valuable, and perhaps only,

Posted in News

Fine-Tuning Capital Gains & Losses

The year’s end has historically been a good time to plan tax savings by carefully structuring capital gains and losses.  Let’s consider some possibilities.

Posted in Client Education