Taxation

By Steve Barlotta, CPA In the last part of your year-end tax planning letter, we will focus on some tax-planning strategies that were not covered in our first two articles. I know most of you are [...]

By Steve Barlotta, CPA Well, it’s that time once again. With December upon us, it’s a good idea to look into some last minute tax-savings strategies. Part I of our year-end tax [...]

Your to-do list is probably pretty full at this time of year. While the thought of adding one more task may feel overwhelming, it’s one that can help put your mind at ease this New Year’s Eve: [...]

By Steve Barlotta, CPA Earlier this month President Obama delayed until 2015 the mandate requiring businesses to provide their workers with health insurance. Under the original Affordable Care [...]

June is traditionally a time when couples tie the knot and, as is the case with many of life’s milestones, all newlyweds should be aware of the tax considerations of marriage. If you or a [...]

This is a question we often get from our clients who are either retired or nearing their golden years. Obviously the answer is not a “one-size fits all” solution as needs and [...]

The days of tax-free shopping on the internet could very well be numbered. If a majority of the U.S. Senate have their way, states would be empowered to require online retailers to collect state [...]

In the President’s latest budget, he proposes a cap on tax-preferred retirement accounts which include traditional IRAs, Roth IRAs, 401 (k) plans and defined contribution plans. An [...]

By Steve Barlotta, CPA A few weeks ago President Obama sent a proposed budget to Congress that includes more spending increases and $1.1 trillion in additional taxes. This tax increase is on top [...]

It’s inevitable that this time of year we get                                                                             some odd questions from our clients regarding possible tax [...]