2017 Year End Tax Planning

2017 is coming to a close with sweeping new tax legislation on the horizon. While the changes don’t take effect until 2018 (with one minor exception), We want to alert you to some steps you might take before year-end to preserve the best possible tax results. As you explore these ideas, mostly you will find […]

2013 Year End Tax Planning Advice

Year-end tax planning could be especially productive this year because timely action could nail down a host of tax breaks that won’t be around next year unless Congress acts to extend them, which, at the present time, looks doubtful. These include, for individuals: the option to deduct state and local sales and use taxes instead […]

2013 Year End Tax Planning for Individuals

With the end of the 2013 year rapidly approaching us, we wanted to spend a few minutes and discuss year end tax planning moves that individuals can make. Increase the amount you set aside for next year in your employer’s health flexible spending account (FSA) if you set aside too little for this year. If […]