Click on the month name to view full text of articles.
Month |
First Article |
Second Article |
| 2008 Newsletters |
|
May 2008 |
Were You Surprised On April 15th? |
5 Reasons Doctors Lose Money On Their First Employment Contract |
|
April 2008 |
A Rant About Roths |
Do You Have A Financial Compass? |
|
March 2008 |
Ready For A Rebate? |
Is Your Credit Score As High As You Think? |
|
February 2008 |
A Tax Dollar Saved Is A Dollar Earned |
Decisions About Deductions |
|
January 2008 |
What A Relief! |
What's Deductible? |
| |
| 2007 Newsletters |
|
December 2007 |
Tax Saving Opportunities for Self-Employed Individuals |
Checklist to Cut Your 2007 Taxes |
|
November 2007 |
Social Security Max Increases to $102,000 For 2008 |
IRS Announces Few Increases to Retirement Savings Limits For 2008 |
|
October 2007 |
AMT Spells Bad News For Taxpayers in 2007 |
Tax Credit for Honda Hybrids Getting Hit |
|
September 2007 |
Real Risks With Rental Real Estate |
Buy or Lease? |
|
August 2007 |
Clock is Ticking For Environmentally Friendly Tax Breaks |
Avoid Surprises Next Winter With A Mid-Year Tax Projection |
|
July 2007 |
"Kiddie Tax" Increased For Second Time In Two Years |
Understanding the "Hobby Loss" Rules |
|
June 2007 |
More People Eligible For A Roth IRA in 2007 |
Student
Loan Interest - Valuable Tax Break or Cruel Irony? |
|
May 2007 |
Arbitrage In The Tax Code Equates To Free Money For Your
Family |
Spring Cleaning |
|
April 2007 |
Time to File or Extend |
Watch Out - Mutual Funds Are
Paying Big Dividends Once Again |
|
March 2007 |
The Re-Emergence of Non-Deductible IRAs |
Cost Seg
Studies Can Unlock Valuable Tax Breaks For Real Estate Owners |
|
February 2007 |
Inflation - The Tax Code's Secret Weapon |
Additional Benefits of 529 Plans |
|
January 2007 |
Become This Year's "Biggest Winner" |
Are You At Risk Of Being Audited? |
| |
| 2006 Newsletters |
|
December 2006 |
Checklist To Cut Your Taxes |
IRS Announces Higher Standard Mileage Rates For 2007 |
|
November 2006 |
Social Security Max Increase to $97,500 for 2007 |
IRS Announces Higher Retirement Plan Limits For 2007 |
|
October 2006 |
"Kiddie Tax" Age Jumps to 17 |
Can You Trust The Government Not To Change The Roth Rules? |
|
September 2006 |
More Recent Tax Law Changes |
Big Changes to Charitable Donation Rules |
|
August 2006 |
Two Major Changes to Tax-Free Roth Accounts |
First Quarter Sales Figures For Hybrid Vehicles Announced |
|
July 2006 |
Retirement Plans For the Self-Employed |
How's Your FICO? |
|
June 2006 |
Recent Tax Law Changes |
Clock is Ticking for Hybrid Car Tax Credit |
|
May 2006 |
Plan Now to Take Advantage of Expiring Tax Breaks |
Deadline Looms to Consolidate Student Loans at Today's Low Rate |
|
April 2006 |
Filing An Extension Buys You Six Months |
Moonlighters May Face High Tax Bill on April 15 |
|
March 2006 |
Student Loan Interest Rates Rising |
Track Your Professional Expenses
Tax Breaks for Homeowners |
|
February 2006 |
Stealth Tax Update |
End Those Credit Card Solicitations |
|
January 2006 |
RE: 2006 |
Home Office Revisited |
-
December 2005: There's No Place Like Home
-- Checklist To Cut Your Taxes
-
November 2005: Social Security Max Increases to $94,200 for 2005
-- Three Free Peeks At Your Credit Report
-
October 2005: The New Roth 401(k) and 403(b) -- Get Used to the
Use Tax
-
September 2005: Recent Tax Law Changes -- Back Into Your Budget
-
August 2005: New Car Donation Rules -- IRS Penalties
-
July 2005: To Incorporate or Not To Incorporate -- Do You Have A
Health Care Proxy
-
June 2005: Avoid the 30 Year Car Loan -- Interest Rate Update
-
May 2005: No Match Doesn't Mean No Good -- How To Save $5,000
Annually Through Electronic Health Records
-
April 2005: The Ubiquitous AMT -- Should You File For an
Extension?
-
March 2005: What is "Financial Planning"? -- How To Break the
$10,000 Monthly Disability Barrier
-
February 2005: Hot Employment Law Topic: Non-Compete Agreements
-- Memo to Moonlighters
-
January 2005: Reset Your Monthly Retirement Savings -- Fads Are
Usually Frauds
-
December 2004: More Recent Tax Law Changes -- 8 Steps to Cut Your
2004 Tax Bill
-
November 2004:
Recent Tax Law Changes -- Social Security Max Increase to $90,000 for 2005
-
October 2004:
Benefits of Being Your Own Boss -- Tax Break For Vehicles and Leasehold
Improvements Expiring
-
September 2004: Deducting Travel Expenses - Deducting Meals &
Entertainment
-
August 2004: Have You Heard About HSA's? -- When $1.00 is Worth
$1.55 or More
-
July 2004: Life Insurance: What Kind Should You Buy? -- Andrew
Schwartz's S.O.S. for Savings
-
June 2004: College Savings Confusion -- The New Independent 529
Plan
-
May 2004: Invest the Government's Money and Keep the Earnings --
A Tale of Two Taxes
-
April 2004: Investing in I Bonds -- When April 15th Means April
15th
-
March 2004: Basic Estate Planning -- Jointly or Separately
-
February 2004: Ordinary + Necessary = Deductible -- Checklist to
Bring Your Great Idea to the Public Market
-
January 2004: Save Taxes Before The Tax Savings Sunset -- Life
Settlements: A Secondary Market for Life Insurance
-
December 2003: What's New? (Home Office Update and Increased Tax
Breaks For Students Paying Tuition) -- Checklist to Cut Your Taxes -- Second
Major Tax-cut Package in Just Three Years
-
November 2003: Social Security Max Increase to $87,900 for 2004
-- Don't Get On The IRS Radar Screen
-
October 2003: Watch Out For the A.M.T. -- The Return of
"Own-Occupation" Disability Insurance
-
September 2003: How to Survive an IRS Audit -- Do You Use a
Professional Tax Preparer?
-
August 2003: Is Your I.D.A.P List Up-do-date? -- The
Hummer Deduction
-
July 2003: Why Good Tax Planning Backfires -- Good News For
Recipients of NIH Loan Repayment Programs -- Are You An Employee Or An
Independent Contractor?
-
June 2003: Recent Tax Law Changes -- Disability Insurance: What
You Need To Know Before You Buy
-
May 2003: Home Sweet Home -- How to Avoid Paying Taxes When
Selling Real Estate
-
April 2003: Three Reason to File For an Extension -- Unable to
Pay Your Taxes by April 15th?
-
March 2003: It's Now Easier to Be Green -- Tax-wise Investing
-
February 2003: Favorite Deductions for Aggressive Taxpayers --
How Aggressive Are You With Your Deductions?
-
January 2003: New Year's Resolutions to Improve Your Finances --
Plan Ahead and
Cut Your Taxes -- What's New for 2002?
-
December 2000: Almost
Doesn't Count -- Checklist to Cut Your Taxes -- Year End Tax
Planning -- Deducting Business Expenses
-
November 2000: Social Security Max
Increased to $80,400 for 2001
-
October 2000: Annual Newsletter for
High Income Taxpayers
-
September 2000: Your Annual Fall
Financial Review
-
August 2000: Investing Clubs
-
July 2000: How Does Social Security Work?
-
June 2000: The Basics of Basic
Estate Planning
-
May 2000: Two Mistakes Made by
Investors: Having Your Losses Disallowed Because of the WASH SALE
rules and Keeping Your Tax Money Invested Right Up Until the April
15th Deadline
-
April 2000: Looking For A Tax
Efficient Way to Save for Your Child's College Education?
-
March 2000: How the Government
Squeezes Additional Tax Dollars Out of High Income Taxpayers -- Have
You Been Contributing $2,000 to Your IRA Each Year?
-
February 2000: Tax Issues Applicable
to Unmarried Taxpayers
-
January 2000: Good
Habits to Minimize Your Taxes -- Tax and Financial Planning Calendar
for the Year 2000
