No Fooling – Don’t Forget to Take Your First “Required Minimum Distribution”...
Generally, if you turned 70 ½ during 2014 and have a traditional IRA or other qualified retirement plan, you will need to take your first required minimum distribution (RMD)[1] by April 1 of this...
View Article4th Annual Tax Update at Bentley University, Wednesday, June 24, 2015
Invitation You are cordially invited to attend our 4th Annual Tax Program at Bentley University. This Program is co-sponsored by the New England Chapter of the American Association of Attorney-CPAs, a...
View ArticleYEAR-END TAX TIPS
In advance, I would like to thank my colleague, Dean R. Jacobus, CPA, MST, for his diligent research and assistance in preparing and writing this blog. As 2015 comes to a close, folks have a lot on...
View ArticleNew Relief for Meeting the 60-Day Limit for IRA and Retirement Plan Rollovers
IRA and retirement plan rollovers are common occurrences, but they can be confusing. There a variety of rules and procedures which must be followed and mistakes may be costly. In addition to the...
View ArticleBuilding Wealth through Real Estate: Financial and Tax Policies of the United...
Financial and tax policies of the United States government can help Americans achieve significant wealth through real estate ownership. These policies tend to favor taxpayers who, like the Trump...
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