Tax Tips

The helpful articles below are based on the many years of experience we have in assisting our nearly 13,000 clients prepare their tax information. These articles can help you prepare for filing your taxes or visiting with your tax advisor.

• Don't File Your Taxes Until March!
  Avoid the risk that you'll have to file an amended return
• Why Do You Need An Accountant?
• Are Asset Management Fees Tax-Deductible?
  The question is simple. Thanks to the tax code, the answer is complex.
• What's Worse Than Preparing Your Tax Return?
  Having to prepare it twice -- solely so you can pay more in taxes
• IRA Conversion Conundrum
  You Can Convert Your IRA to a Roth in 2010...But should you?
• Why Paying Capital Gains Taxes on Your Mutual Funds Isn’t So Bad
  Huh? How can a fund that loses money generate a tax notice saying that it made money?
• Everything You Should Know About Giving Gifts and Avoiding Taxes
  Suppose Aunt Edna just sent her favorite niece a check for $15,000. Does the niece owe taxes on this money?
• Stop Making an Interest-Free Loan to the Government