October – December 2017

Uncertainty Hampers Year-End Tax Planning

Year-End Planning For Investors

Year-End Retirement Tax Planning

Year-End Tax Planning For Charitable Donations

Year-End Business Tax Planning

July – September 2017

Tax-Wise Portfolio Rebalancing

The Third Best Investment You Can Make

After-Tax Dollars in Traditional IRAs

Dealing With an IRS Audit

Safe Harbor 401(k) Plans for Small Companies

April – June 2017

Be Cautious with Hard-to-Value IRAs

Drawing Down Your Portfolio in Retirement

How Investments in Gold are Taxed

Foreign Stock Funds Can Be Doubly Taxing

Profit Sharing Plans for Your Small Business

January – March 2017

Planning for Today’s Pensions

Campus Tax Credits Can Top Tax Deductions

The Second Best Investment You Can Make

Using IRA Money to Buy a Business Can Be Dangerous

Automatic Enrollment Retirement Plans

October – December 2016

More Certainty for Year-End Tax Planning

Year-End Planning for Itemized Deductions

Year-End Planning for Charitable Donations

Year-End Planning for Medical Deductions

Year-End Retirement Tax Planning

Year-End Business Tax Planning

July – September 2016

Special Report on the Protecting Americans from Tax Hikes Act of 2015

Deducting Sales Taxes

IRA Charitable Donations

Higher Education Tax Breaks

Tax-Free Investment Gains

Business Tax Benefits

Deducting IRA Contributions

Fun and Games… and Taxes

Portability in Estate Planning