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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

The Basics of 1031 Property Exchanges

If you have business or investment property you'd like to sell, take a look at the 1031 exchange rules before doing so. These rules allow you to sell one property and purchase another of like kind, deferring any gains. Like kind means the property must be used for business or investment purposes,... more

Estate Taxes Planning

Concerned About Estate Taxes?

Despite strong congressional support for repeal of the federal estate tax, the tax is still with us. While the Economic Growth and Tax Relief Act of 2001 attempted to reduce or eliminate estate taxes, the result was a tax system with three phases: relief, repeal, and reappearance. Transfer tax... more

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