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...

HSA Contribution Amounts Increasing for 2015

  • June 10, 2014

written by Aaron Henry The IRS announced that taxpayers with health savings accounts (HSAs) connected with high-deductible health plans (HDHPs) will...

IRS Direct Pay Now Available

  • May 31, 2014

If you want to pay your taxes online, the IRS now has a plan for that. You can also make estimated...

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...

FAQ: How Do I Gather the Right Paperwork for a Charitable Deduction?

  • March 3, 2014

written by Kami Mason Taxpayers must generally provide documentation to support a claim for any contributions made to charity that they...

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...

Ensure Your Charitable Donation Goes to Legitimate Organization

  • November 18, 2013

Americans donate hundreds of millions of dollars every year to charity. It is important that every donation be used as the...

A Wrap-Up from Our 2013 Tax Seminar

  • October 30, 2013

Thank you to everyone who attended our Tax Seminar. Our speakers, Patti Stoner and Dave Myers presented the following topics: Health...

Tax Changes Are Here. Explore Your Options.

  • October 4, 2013

More Americans are expected to pay higher taxes in 2013 as billions of dollars in tax breaks are set to expire....