2012 Tax Year: Filing Information

Written on January 7, 2013. 2012 Tax Filing Information for Individuals Here’s what individuals and families need to know about tax changes for 2012. Personal Exemptions The personal and dependent exemption for tax year 2012 is […] Read more »

Year-End Donation Reminders

Written on December 22, 2012. Year-End Donation Reminders I received an email the other day from a client who wanted to know the tax laws for year-end dontations.  Specifically, she wanted to know if a […] Read more »

Gift Giving and Tax Deductions

Do you spend more money this month than usual? I know I do…or at lease my “household” does! If part of your spending is giving extra to charities, churches, and events, here are some tax […] Read more »

Understanding the 3.8% Real Estate Tax

Written on December 10, 2012. You may or may not have heard, but included in the new health care bill is a 3.8% tax on some real estate transactions beginning January 1, 2013. There have been […] Read more »

Tax Records You Can Throw Away!

During tax season I often get asked about what tax records should be kept and for how long. For this week’s post, I’m going to focus on the basics and provide some good general rules […] Read more »