IRA Rollover Rules Changing after Tax Court Decision

  • June 22, 2014

written by Chelsey Dollarhide Individuals have traditionally enjoyed flexibility in moving their retirement savings from one type of retirement plan to...

Looking Back to 2013 Before Moving Forward for Tax Savings in 2014

  • June 15, 2014

by Melinda Thurman Now that the 2013 tax filing deadline is behind you, it’s not too early to turn your attention...

Estate Planning for Appreciated Assets with a Zeroed-out GRAT, Part 1

  • May 12, 2014

written by Brenda Logsdon A GRAT is an estate planning technique that minimizes the tax liability existing when inter-generational transfers of...

Understanding Key 2014 Tax Changes

  • March 10, 2014

While you may be concerned about your 2013 tax return, right now is a good time to start thinking about 2014....

Planning for Charitable Contributions

  • February 4, 2014

With the increase in tax rates for capital gains to 20% for higher income taxpayers with adjusted gross incomes over $400,000...

Announcement: Small Business Tax Workshop – Feb. 4th

  • January 27, 2014

As small businesses prepare to file their taxes, it’s important to understand the many changes that took place in 2013 which...

How to Calculate the Kiddie Tax

  • January 6, 2014

A child with earned income above a certain dollar amount is generally required to file their own individual tax return. However,...

How will expiring tax provisions affect businesses at the end of 2013?

  • December 16, 2013

The tax code contains many provisions that are considered temporary and will expire after a set period of time. The end...

Reduce Your Tax Liability with Estate and Gift Tax Planning

  • December 9, 2013

Take advantage of the following estate planning techniques to reduce your estate and in some instances your income tax burden. Use...