IRS’s Dirty Dozen Tax Scams for 2015

The Internal Revenue Service wrapped up the 2015 “Dirty Dozen” list of tax scams with warning to taxpayers about aggressive telephone scams continuing coast-to-coast during the early weeks of this year’s filing season. The aggressive, threatening phone calls from scam Continue reading

Providing An Employee Benefit Program

Your total compensation plan must serve to attract, retain and motivate your employees.  While wages usually are the largest component, other parts of the plan are also important.  Together with the work environment, your benefit program may be the difference Continue reading

IRS Announces IRA Rollover Rule Change

Starting January 1, 2015 the IRS will begin enforcing a new interpretation of the rule that limits the number of nontaxable IRA rollovers an individual can complete. Because of this, IRA owners will need to tread even more carefully when Continue reading

Making Annual $14,000 Gifts

What is the simplest estate planning tool around?  Gifting!  Make substantial annual gifts now while you can control the funds with flexibility.  Reap the benefits and fun of being with your heirs and others as they enjoy your generosity. In Continue reading