Category Archives: Financial Planning

Year-End Strategies to Trim Your Taxes

WSJ Tax article —————————————————————— Year-End Strategies to Trim Your Taxes DECEMBER 3, 2008 By TOM HERMAN ‘Tis the season to make last-minute tax-saving moves. Just don’t automatically repeat everything you’ve done in past years. Because of several tax-law changes and … Continue reading

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Feds Rethink Rules on Retirement Savings

WSJ Tax article —————————————————————— Feds Rethink Rules on Retirement Savings NOVEMBER 19, 2008 By TOM HERMAN Amid growing concern over the stock market’s severe drop, government officials are considering last-minute relief from rules requiring millions of Americans who are 70½ … Continue reading

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Fund Investors Face Risk of Tax Hit Despite Losses

WSJ Tax article —————————————————————— Fund Investors Face Risk of Tax Hit Despite Losses Many Managers Are Planning Capital-Gains Distributions Before the End of This Year OCTOBER 22, 2008 By TOM HERMAN For most mutual-fund investors, it’s been an abysmal year. … Continue reading

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Why inflation means relief for taxpayers

WSJ Tax article —————————————————————— Why Inflation Means Relief For Taxpayers Adjustments to Exemptions, Brackets for 2009 Will Benefit High-Income Filers the Most SEPTEMBER 17, 2008 By TOM HERMAN No matter who wins the White House, most taxpayers can look forward … Continue reading

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Think you’re a trader? IRS may disagree

WSJ Tax article —————————————————————— Think You’re A Trader? IRS May Disagree SEPTEMBER 3, 2008 By TOM HERMAN Even if you make hundreds of stock-market trades a year, that doesn’t automatically make you a trader — at least in the eyes … Continue reading

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House-hoppers may suffer

WSJ Tax article —————————————————————— House-Hoppers May Suffer Under New Tax Rules Housing Package Makes It Harder To Exclude Gains AUGUST 6, 2008 By TOM HERMAN Life is getting tougher for some people who own more than one home. Part of … Continue reading

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January 2008 – Business and tax reminders

01/01 – Federal [Bank] Holiday 01/07 – IRA reminder – eligible to make IRA contributions up until April 15th 01/15 – All employers – payroll taxes due for monthly deposit filers 01/15 – Individuals. Make a payment of your estimated … Continue reading

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