Category Archives: Tax Planning

Highlights of the Protecting Americans from Tax Hikes Act of 2015

With just a couple of weeks before year end, Congress passed the Protecting Americans from Tax Hikes Act of 2015 (PATH Act). The legislation deals with more than 50 tax provisions that expired December 31, 2014.  Some provisions were extended, … Continue reading

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SEP Plans

Many times I’m asked, “How can I reduce my tax bill?”  One of the best ways for small business owners to reduce their taxes is to create and contribute to a retirement plan.  There are many low cost options available … Continue reading

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ABLE Accounts for Disabled Individuals

The Tax Increase Prevention Act of 2014 (TIPA), signed into law by the President on December 19, 2014, provides for a new type of tax-advantaged savings program to help meet the financial needs of disabled individuals called the “Achieving a … Continue reading

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Federal Tax Provisions Set to Expire

The IRS recently announced that the beginning of the tax filing season will be delayed one to two weeks.  We are also waiting on Congress to pass “extenders”, laws that will extend the tax provisions set to expire on December … Continue reading

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