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Tax Court Denial of Charitable Deductions
The Tax Court recently ruled that a married couple's significant amount of charitable contributions were not tax deductible because the written acknowledgment provided by their...
New Tax on Investment Income to Support Medicare
The recent Supreme Court ruling on the healthcare law upheld the Patient Protection and Affordable Care Act of 2010. While some elements of the bill...
IRS Audits Foreseeable for Ultra-Wealthy
The Internal Revenue Service (IRS) has ramped up its efforts in recent years by expanding its audits of the wealthiest individuals. Particularly over the last...
Regulatory Changes to Pension Plans – Upcoming Deadlines
In an effort to clarify the general ambiguity that looms over pension plans and fees paid by retirement plan participants, the Department of Labor (DOL)...
A Trust That Keeps on Giving
With a properly executed estate plan, your wealth can be enjoyed by your children and even their children. But did you know that by using...
Business Vehicle Depreciation Limits Released for 2012
The IRS recently released the updated version of allowable depreciation limits for business passenger vehicles and light duty trucks and vans placed in service in...
Social Security Statements Available Online
As of May 1, the Social Security Administration now provides workers, ages 18 and over, with access to their Social Security statements online. For the...
Key Provisions of the JOBS Act
On April 5, President Obama signed into law the Jumpstart Our Business Startups Act (JOBS Act), which aims to assist smaller companies entering public capital...
Planning a Successful CRM Project
"Plan the work and work the plan." That's what my grandfather always used to tell me. Implementing CRM (Customer Relationship Management) boils down to these...
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