Monthly Archives: September 2012

Bunching Your Deductions

If your tax deductions normally fall short of itemizing your deductions or even if you are able to itemize, but only marginally, you may benefit from using the “bunching” strategy.

Posted in Client Education

Renting Your Vacation Home

If you own a home in a vacation locale – whether it is your primary residence or a vacation home – and are considering renting it out to others, there are complicated tax rules, referred to as the “vacation home

Posted in Client Education

Naming Your IRA Beneficiary

The decision concerning whom you wish to designate as the beneficiary of your traditional IRA is critically important. This decision affects the minimum amounts you must withdraw from the IRA when you reach age 70-1/2, who will get what remains

Posted in Client Education

Job Search Expenses

Summertime is the season that often leads to major life decisions, such as buying a home, moving or a job change. If you are looking for a new job that is in the same line of work, you may be

Posted in Client Education

Planning Your 2012 RMD

We spend most of our lives saving for retirement by putting funds away in tax-advantaged ways.  But many of us forget about planning the withdrawals so that they are tax-advantaged as well.

Posted in Client Education

When to Seek Assistance

Waiting for your regular appointment to discuss current tax-related issues can create problems or cause you to miss out on beneficial options that need to be timely exercised before year-end. Generally, you should call our office any time you have

Posted in News

Keep Track of Your Basis

Regarding taxes, there is a saying to the effect that “those who keep records win.”  If you are an investor, you may have a variety of securities, including stocks, bonds, and mutual funds.  When you sell those securities, you want

Posted in Client Education