Articles

Tax Breaks for Higher Education

Over the years, Congress has continued to enhance tax breaks for students and their parents.  These tax benefits provide taxpayers with a large number of options for tax-favored financing of their education and the education of their family me... Read More

Tax-Advantaged College Savings

Overview Section 529 Plans (named after the section of the IRS Code that created them) are plans established to help families save and pay for college in a tax-advantaged way and are available to everyone, regardless of income. These state-sponsored pl... Read More

Roth IRA – Is It For You?

Traditional IRAs are familiar to most taxpayers, providing a relatively simple method of saving for retirement AND deferring taxes in the process. But one drawback of the Traditional IRA is that once withdrawals from them begin, distributed earnings an... Read More

Planning Your IRA Strategy

Your IRA Contribution OptionsFor over 35 years, individuals have been able to set up personal retirement plans called individual retirement accounts (IRAs). Nearly everyone who receives “compensation,” either as an employee or as a ... Read More

Household Employees and Your Taxes

Employment Tax Responsibilities for Employers of Household Workers Household employees are workers you hire for “ domestic services,” i.e., those services performed in and about your home. Duties of cooks, butlers, housekeepers, gov... Read More

Tax Considerations for Retirees

If you’re retired or near retirement, you’ve probably already done the homework to ensure you’re ready financially. But hopefully your research has not left out the tax ramifications that the transition to retirement usually brings. E... Read More

Tax Considerations for Retirees

If you’re retired or near retirement, you’ve probably already done the homework to ensure you’re ready financially. But hopefully your research has not left out the tax ramifications that the transition to retirement usual... Read More

Roth IRA – Is It For You?

Traditional IRAs are familiar to most taxpayers, providing a relatively simple method of saving for retirement AND deferring taxes in the process. But one drawback of the Traditional IRA is that once withdrawals from them begin, distributed earnings an... Read More

Tax Topic Brochures

This section is a compilation of our client information brochures. These brochures cover frequently encountered tax and financial issues. There are many topics to choose from, and you will find valuable and useful information for un... Read More

Tax Topic Brochures

This section is a compilation of our client information brochures. These brochures cover frequently encountered tax and financial issues. There are many topics to choose from, and you will find valuable and useful information... Read More