by mariettacp | Apr 27, 2011 | Money Tips, Tax Planning, Tax Preparation
Investors have been affected by the recent changes in tax law. The reporting required for brokers transferring covered securities alters the information shared with the IRS. Effective Jan. 1, 2011, every broker filing an information return reporting the gross proceeds...
by mariettacp | Apr 25, 2011 | Money Tips, Tax Planning, Tax Preparation
Changes to the tax laws over the past few years will affect many of our clients. To keep you informed, we have been summarizing some of these changes. Today, we are covering the retained workers credit. Claiming “Retained workers” can qualify a business for up to...
by mariettacp | Apr 22, 2011 | Money Tips, Tax Planning, Tax Tips
The new tax rules enacted over the past few years have affected many areas of the tax code. For your information, we have summarized below the changes related to retirement plans. Be sure to talk to your accountant about the changes as part of your annual tax...
by mariettacp | Apr 20, 2011 | Money Tips, Tax Preparation, Tax Tips
Over the past few years there have been many changes to the tax code. To keep you informed, we have provided a summary of these modifications. Within the personal income tax realm, the following policies are in place for 2011. 1. Payroll tax holiday –...
by mariettacp | Apr 15, 2011 | Money Tips, Tax Planning, Tax Tips
Many tax breaks for individuals that expired at the end of 2009 will be retroactively reinstated and extended through 2011, including: the $250 above-the-line deduction for certain expenses of elementary and secondary school teachers; the election to take an itemized...
