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Tax Concerns

Aspects of the Current Tax System that are Unfair

With all due respect, I don't know if it would be possible to cover all the inequity contained in the current Code if the esteemed Panel allowed 500 pages per comment. Therefore, I will offer a brief executive summary followed by a few concrete examples. I feel the current Code is unfair... more

Managing Tax Deductions and Credits


Giving to Charity for the First Time? Read This First

It's that time of year where many people's thoughts turn to those in need. The holidays can inspire people to adopt a generous mood. You're thankful for the blessings youve received and want to pay it forwardand you've also realized charitable giving can lower your taxes, as well. Whether... more

Tax Strategy and Planning Tips


What Everyone Ought to Know about Donating to Charity

Thinking of spreading some holiday joy this season by donating to a cause that’s near and dear to you?   The holiday season is a time when many people feel inspired to give to causes they want to support. But if you don’t donate to charity regularly, or if you’re having... more

Tax Planning Basics

Why the Alternative Minimum Tax Is Not Just for the Wealthy

The alternative minimum tax (AMT) has been called the stealth tax, and with good reason: Although intended for the rich, the AMT is affecting more and more middle-income Americans in large part because it has only been adjusted for inflation twice since its introduction in 1969. Although Congress... more

Estate Taxes Planning

The Tax Bite on Gifting

Periodically, clients want to make gifts to individuals for a variety of reasons including college funding, estate planning, or just plain goodwill. And generally there are a lot of misconceptions about how gifts are treated by the IRS. The relationship between taxes and gifts does exist and it is... more

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