What’s my tax rate? Here’s why that can be a hard question.

Rate structure for 2013

Clients are sometimes surprised that we need to call them back with an answer to the above question. The chart below explains why this can require some analysis to answer. On this client’s 2013 return, he has encountered no less than six rate structures. Since you can’t effectively plan without knowing your real marginal rate,…

Read More

5 Benefits from the new tax law

Tax Roadsign

There actually are some helpful things that emerged from the midnight-hour law signed by President Obama on January 2. Here’s our pick of the top 5.

Read More

Unlucky 4 digit numbers

Pair of Dice

Certain numbers can be unlucky for filing your tax return for 2012. Some of the 4 digits that are guaranteed to delay filing of your return until late February or even March are 3800, 4562, 5695 ,8582 to name just a few. We’re not getting these from a Chinese fortune cookie, but from the IRS website. Seems…

Read More

A Cliff Notes Summary of the Fiscal Cliff Law

Man stepping off the fiscal cliff

We’ve reviewed the 157 page sorry excuse for a err I mean problem-solving bill Congress passed last night. Sorry that it is (raises taxes, but no spending cuts to speak of), we at least have an idea of what’s coming in 2013. Here are the main (but not all)  areas that will effect your return…

Read More

If you read nothing else this year . . .

Road warning sign on fiscal cliff

be sure to read our letter to clients on how to plan for 2013. This link will take you there.   See the effect on your family in 2013 (Click Here) or use our fiscal cliff calculator with the numbers from your 2011 return. 

Read More

For advanced clients only

For our clients who have advanced knowledge of the dangers starting January 1 (to join this group, Click Here and read the section of fiscal cliff articles) we offer a “Cliff Notes” version of the individual effects of the fiscal cliff. You can access this summary graphic by clicking this link. Remember there’s still plenty…

Read More