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Deadline for Roth change coming up

August 28, 2014

It turns out you can go back after all – at least when it comes to last year’s decision to convert your traditional IRA to a Roth. The question is, do you want to

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Keywords: ira, roth, taxes

IRS publishes 2015 HSA contribution limits

August 27, 2014

The IRS has announced the inflation-adjusted contribution limits for health savings accounts (HSAs) for 2015.

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C or S Corporation: Consider tax changes in reviewing your options

August 27, 2014

Changes to the federal income tax code can prompt you to review the legal structure of your business.

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Keywords: corporation, entity

Social Security & Medicare Seminar

By Jim Hess, CEO, CPA   |  August 12, 2014

I'm approaching retirement. Now what? When should I start taking Social Security benefits? How does Medicare fit into the picture? Can anybody help me?

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Summer wedding? Don't forget taxes

August 6, 2014

Name and address. Spend a little time with your tax advisor to evaluate your tax situation as a married couple. Depending on your income levels and deductions, you and y

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Keywords: marriage, taxes, wedding

Be aware of taxes when you sell a gift

August 6, 2014

Receiving a gift is not a taxable event to the one who receives the gift. If the gift is large enough, it could result in gift tax being paid by the donor. In any case,

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