Articles & Publications

As  year-end approaches, it is a good time to consider any tax planning strategies you can make to minimize your taxes – on both your 2014 and future years’ returns.  We have outlined some approaches you can make both. Read More >>

  Have you recently inherited assets and are wondering how to preserve your inheritance in the face of complex tax issues?  Heirs need to be aware of a few estate tax implications associated with inheritance that can work in. Read More >>

The Internal Revenue Service (IRS or Service) recently issued guidance on how qualified retirement plans must treat the marriages of same-sex couples. The notice provides an effective date and retroactive effect for implementing the Windsor decision as well as. Read More >>

  On Feb. 10, the Obama administration delayed the employer healthcare mandate once again until 2016. The one year delay gives mid-sized employers (50-99 full-time employees) an additional year to adapt to the healthcare regulations without incurring a penalty.. Read More >>

The Internal Revenue Service (IRS) recently published final regulations regarding the reduction or suspension of safe harbor contributions to 401(k) and 403(b) plans under the Internal Revenue Code (Code). These regulations revise and supersede the proposed regulations that were. Read More >>

  When people are going through their records at year-end for their tax returns or closing their books they typically have two questions: What do I need to keep? And how long should I keep it? As you are. Read More >>