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When are you required to file a gift tax return?

February 24, 2014

Are you planning to give sizeable gifts to family members? Due to generous provisions in the tax code, you may not owe any federal gift tax, but you still might be required to a file a gift tax return.

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Health care reform deadline extended again

February 24, 2014

On February 10, 2014, the Treasury Department issued rules that will allow certain businesses to delay for one more year the requirement to provide minimum, affordable health insurance to their workers.

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Taxes and retirement accounts

February 24, 2014

Retirement accounts grow tax-deferred until you need the funds. However, in most cases your money cannot remain in these accounts forever.

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Take an extra step this year

February 5, 2014

As part of gathering the information you’ll need to file your 2013 tax return, take a little extra time to review your current financial situation

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Put your tax refund to work for you

February 5, 2014

The IRS recently published statistics on the 2013 tax filing season. During 2013, the IRS issued over 109 million tax refunds totaling almost $300 billion.

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