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Resources > Taxes


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

Pay Me Later or Pay Me Now?

Tax deferral programs have served investors well in the past, but future shifts in the political environment and potential tax rate increases may cause this to change. The title of this paper may have reminded you of an old car repair commercial featuring the punch line of ?Pay Me Now or Pay... more

Tax Strategy and Planning Tips

Tax Bill Rescues for the Self-Employed

By James O'Brien There's no question about the rules for some 18 million Americans who've made something good for themselves in the world of self-employment. Professionals who earn a decent living at what they do, working for themselves, face quarterly taxes. If you expect to owe more than... more

Tax Planning Basics

The AMT Horror

The Alternative Minimum Tax (AMT) was originally designed to prevent extremely wealthy individuals from skirting their income taxes. Unfortunately, the AMT has grown into a tax trap that haunts millions of Americans each year. But with some understanding and foresight, it is possible to make... more

Estate Taxes Planning

The Surprise Personal Estate Tax Trigger of Group Life Insurance

You have carefully planned your Will provisions for distribution of your estate at your death, thought about and designated your primary and contingent beneficiaries on the 401(k)'s, IRA's, and managed to build a comfortable investment portfolio. You aren't what you would consider ?really rich?,... more

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