IRS Updates Retirement Plan Information

  • June 14, 2015

written by Brenda Logsdon The IRS issued guidance last October to enable participants in 401(k) plans to invest their accounts in...

New Rules for Noncash Donations

  • June 1, 2015

written by Brenda Logsdon The IRS’s rules for substantiating the value of noncash contributions are complex and the requirements increase with...

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...

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...

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...

FAQ: How are LLCs Taxed?

  • May 20, 2013

written by Brenda Logsdon An LLC (limited liability company) is an entity formed under state law. The owners are considered members...

FAQ: When is a Gift Tax Return Required to be Filed?

  • May 6, 2013

written by Brenda Logsdon Gift tax returns may need to be filed even if there will not be any gift tax...

Year-End Tax Planning for Businesses

  • December 4, 2012

Written by Brenda Logsdon Because of the uncertainty of the tax rates and allowable deductions for 2013, there are many opportunities...

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...