Tax Implications of the Health Care Law

Tax Implications of the Health Care Law

Important Tax Dates • First quarter individual estimated tax payments are due April 18. • The deadline for filing Form 1040 or an extension and paying any tax due is April 18. The health care law has brought some changes to the 2015 federal income tax return that...
Tax Deductible Gifts and Donations

Tax Deductible Gifts and Donations

Important Tips Start gathering any items necessary for the preparation of your tax returns, including charitable contribution receipts, stock trans- actions, business mileage records, medical expenses, moving expenses, unreimbursed business expenses, etc. Your Gift...
Tax On Children’s Investments

Tax On Children’s Investments

Important Tips Schedule an appointment to discuss year-­end tax planning strategies If you moved this year, let your tax consultant know so he or she can help you complete Form 8822, Change of Address, and report the change to the IRS. Tax on Children’s Investments...
Filing a Tax Extension

Filing a Tax Extension

Important Tax Dates and Tips i) Individual federal tax returns that were granted an automatic six-month extension are due on October 15. ii) If you have insurance through the Health Insurance Marketplace, you may be getting advance payments of the premium tax credit....
Being Prepared for Calamity

Being Prepared for Calamity

Important Tax Date Third-quarter individual estimated tax payments are due by September 15.  Weather Disasters Being prepared for the worst is always a good idea. Your plan shouldn’t only include bottled water, batteries and candles—but also your financial and family...