Tax Tip Tuesday: Important Date Approaching for Older Clients with IRAs and Qualified Plan Accounts
A critical date is approaching for many clients who turned age 70½ in 2016. By April 1, 2017, these clients must begin making required...
Tax Tip Tuesday: Important Date Approaching for Older Clients with IRAs and Qualified Plan Accounts
A critical date is approaching for many clients who turned age 70½ in 2015. By April 1, 2016, these clients must start making required...
Tax Tip Tuesday: Required Minimum Distributions
As the final quarter of the year approaches, older taxpayers need to keep a careful eye on their required minimum distributions (RMDs)...
Special Edition Tax Tip Tuesday
We have an important tax law update for you. In this special edition of Tax Tip Tuesday, we will address the tax package that the Senate...
Legislation Update
Today we have an update in regards to some end of year-end tax legislation. The House has passed a bill that would extend 55 different...
Required Minimum Distributions for Retirement Accounts
As the final quarter of the year approaches, older taxpayers need to keep a careful eye on their required minimum distributions (RMDs)...
Supreme Court and IRS Rulings
Welcome back from our summer break. This year has been very slow in terms of new tax legislation. However, we do have some new items...
IRA Rollover Limits
A new rule limits the number of IRA rollovers that can be made in any one year period to just one rollover. Recently, the Tax Court held...
2014 Tax Deadlines
We only have 2 weeks until your federal individual tax return is due on April 15th. You have until April 30th to file your Iowa...
760 Million in Unclaimed Taxes
Are you one of the taxpayers who haven’t filed a 2010 tax return? The Internal Revenue Service has announced that refunds totaling almost...
