FAQ: Should I Borrow from my 401(k)?

  • April 22, 2013

If your credit card balance becomes too high or you need a large down payment for a home, the money in...

How to Compute Capital Gains

  • March 25, 2013

Starting January 1, 2013, the capital gains rates, as amended by the American Taxpayer Relief Act of 2012, are as follows...

Reduce Your Tax Liability with Estate and Gift Tax Planning

  • October 31, 2012

written by Brenda Logsdon Now is the time to review charitable giving to ensure it is accomplished in the most tax-efficient...

Reduce Your Tax Liability with Estate and Gift Tax Planning

  • December 22, 2011

written by Brenda Logsdon In addition to discussing different estate planning techniques, this article includes information about making gifts to children...

Do You Need an Estate Plan?

  • May 9, 2011

Anyone who owns property – a home, a car, investments, business interests, a retirement plan, personal belongings, etc. – needs an...

401(k) Plan Sponsor Newsletter-Third Quarter 2009

  • November 19, 2009

Here is the Oppenheimer & Co. Third Quarter 2009 Plan Sponsor Newsletter. The topics include:

Legislative Watch-House Bill Would Stave Off Estate Tax Repeal

  • October 26, 2009

A move is underway in Congress to stave off the sunset of the estate tax in 2010 and prevent a wholesale revision of the transfer tax rules in 2011.

Debate Continues Over Health Care Reform And Tax Incentives During Congress’ Summer Recess

  • September 3, 2009

Congress' summer recess has been anything but quiet, as lawmakers address concerned Americans throughout the country at town hall meetings on controversial health care reform. A number of health care reform proposals are on the table, as well as revenue raisers to pay for those reforms.

Second Quarter 2009 Brings Many Important Tax Developments

  • August 4, 2009

The second quarter of 2009 saw significant federal tax developments from the White House, Congress and the IRS. Many of the developments relate to temporary tax breaks in the American Recovery and Reinvestment Act of 2009 (2009 Recovery Act), which Congress passed in February to help stimulate the U.S. economy. Additionally, important guidance for individuals, businesses and pension plans also came from the IRS. This article describes some of federal tax developments that occurred during the second quarter of 2009.