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Tax Strategy and Planning Tips

The Danger Of Having No Strategy Or Ignoring Tax Efficient Investing Strategies

Oct 05, 2017

By Dr. Jeff Camarda EA, PhD Financial Planning, MSFS, CFA | REQUEST FREE CONSULTATION This is without question the most fundamental...

Getting Ready to File Your Taxes? Don't Miss This Checklist

Mar 06, 2015

Tax season is upon us again. April 15th may be the official deadline to file, but it's now time to start gathering everything you'll need...

What Everyone Ought to Know about Donating to Charity

Dec 18, 2014

Thinking of spreading some holiday joy this season by donating to a cause that’s near and dear to you? The holiday season is...

End-of-Year Tax Planning

Sep 16, 2014

By Paula Pant. April 15th isn't the only deadline you need to keep in mind when it comes to staying on top of your taxes. Truly savvy...

Help, I Didn't Pay Enough Quarterly! Tax Bill Rescues for the Self-Employed

Apr 09, 2014

SUMMARY: Sole proprietors face financial challenges, but when those include underpaying quarterly taxes they're asking for trouble with IRS...

Spring Cleaning Your Finances: How to Clear the Cobwebs that Muck up Your Monthly Budget

Apr 04, 2014

By Paula Pant March 25th, 2014 It's that time of year again! Temperatures are getting warmer (or trying to), days are longer, and you're...

8 Ways to Save on Taxes in 2014

Apr 04, 2014

By Paula Pant. Nobody enjoys paying more in taxes than they should. And most people understand that the best way to optimize their taxes...

Federal Savings Tools: Treasury myRAs Back Retirement Savings for the Average Worker

Apr 04, 2014

By Justin Stoltzfus. Parts of the financial world are abuzz over a plan to create government-backed?retirement savings plans. The Obama...

Using a Credit Shelter Trust to Reduce or Eliminate Estate Taxes

Feb 24, 2014

At the time when couples are celebrating the beginning of their lives together, the last thing most are thinking about is death and estate...

Time for a Tax Talk

Feb 24, 2014

While it may not be April 15 quite yet, it's not too early to start thinking about your income taxes. By planning ahead, you may be able...

2013 Year End Tax Planning

Feb 24, 2014

As 2013 draws to a close, there's a bit of time to act before it's too late. There are a number of moves to consider making before the year...

Strategies to Minimize Taxes: Municipal Bonds

Feb 24, 2014

The tax-free income from municipal bonds can provide higher after-tax returns compared to corporate or treasury bonds for investors in...

The Clock Is Running: Time to Revisit Your Tax Strategies

Feb 24, 2014

Even after a succession of federal tax cuts since 2000, Americans still bear a substantial tax burden. In fact, the nonprofit Tax...

Strategies to Minimize Taxes: Tax Efficient Asset Allocation

Feb 24, 2014

Some general advantages with owning taxable bonds in a qualified account over holding municipal bonds in a taxable account are as...

Tax-Efficient Investing: A Wise Choice

Feb 24, 2014

Taxes can take a chunk out of your investment returns; yet, many investors don't give much thought to taxes when they make investment...

Strategies to Minimize Taxes: Keeping More of Your Investment Returns

Feb 24, 2014

You may have heard a common investment expression ?It's not what you make that counts. It's what you keep.? Minimizing taxes from...

Strategies to Minimize Taxes: Variable Annuities

Feb 24, 2014

In isolation, there's nothing wrong with a variable annuity (VA). Their benefits include tax-deferred growth, professional money...

Taxation of Retirement Plan Benefits

Feb 24, 2014

The purpose of this text is to explore the tax treatment of distributions from qualified retirement plans, whether they were established by...

1031 Exchanges: A Tax-Deferred Real-Estate Strategy

Feb 24, 2014

When the time comes to sell your real estate, some owners of highly appreciated real estate could be staring at a substantial capital-gains...

Do You Have a Tax Problem?

Feb 24, 2014

Everyone who has a job has a tax problem. The harder you work to get ahead and build your income, the more taxes you pay. In order to have...

Careful Planning May Help Non-Citizens Avoid Tax Traps

Feb 24, 2014

One of the most important estate tax planning tools available to married couples is the unlimited marital deduction. The deduction allows...

Don't Get Pushed Into a Higher Tax Bracket

Feb 24, 2014

This is a cautionary tale of one retiree who suffered a loss of income in her later years. Although the story is fictional, its lessons are...

Tax Considerations

Feb 24, 2014

Refunds Too Large If you are getting more than $1,000.00 back in tax refunds each year combining federal and state you are missing a...

Non-Qualified Deferred Compensation Plans

Feb 24, 2014

The frequent changes in the tax law limiting the benefits of 401(k) plans and other tax-qualified benefit plans for higher compensated...

How Can a Family Limited Partnership Prepare for IRS Scrutiny?

Feb 24, 2014

The IRS has often challenged FLPs (Family Limited Partnerships), contending they were created solely for the purpose of avoiding estate tax...

Tax-Efficient Investing: A Wise Choice

Feb 24, 2014

Taxes can take a chunk out of your investment returns; yet, many investors don't give much thought to taxes when they make investment...

Breaking The Inertia: Switching Advisors

Feb 11, 2014

It's easy to find advice on how to choose a financial advisor. You can search the internet or go to your local book store. I've even...

Last-Minute Tax Tips to Maximize Your Savings

Feb 03, 2014

By Paula Pant April 15 is fast-approaching, and if you're like many people, chances are your tax prep is somewhere on the spectrum between...

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