Learning Center : Newsletters

Client Advisor – Spring 2015 – Using the Home Sale Gain Exclusion for More than Just Your Home

With careful planning, and provided the rules are followed, the tax code allows the home sale gain exclusion every two years. Let’s assume you own a home, perhaps a second (vacation) home, or maybe are even thinking about buying a [...Read More]

Published: August 6th, 2015

Client Advisor – Fall 2014 – Will Obamacare Impact Your Tax Return for 2014?

The Affordable Care Act (ACA), also referred to as Obamacare, imposes an individual mandate requiring all non-exempt U.S. Citizens and legal residents to enroll in government-approved health insurance in 2014 or pay a penalty. The penalty will be collected through the individual’s income tax returns (Form 1040). The penalty for [...Read More]

Published: August 20th, 2014

Client Advisor – Spring 2014 – Read This Before Tossing Old Tax Records

Now that you’ve completed your taxes for 2013, you are probably wondering what old tax records can be discarded. If you are like most taxpayers, you have records from years ago that you are afraid to throw away. To determine how to [...Read More]

Published: May 26th, 2014

Client Advisor – Year End 2013 – Make the Most of Your Deductions

As you plan for your tax year, keep in mind that you benefit from itemizing your tax deductions if they exceed the standard deduction; sometimes when you are subject to the alternative minimum tax (AMT), it is beneficial to itemize even if the result [...Read More]

Published: November 21st, 2013

Client Advisor Fall 2013 – Installment Sale – a Useful Tool to Minimize Taxes

Two new laws that take effect in 2013 can significantly impact the taxes owed from the sale of property that results in capital gains. They include: Higher Capital Gains Rates – Starting in 2013, capital gains can be taxed at 0%, 15%, or [...Read More]

Published: September 15th, 2013