

Year End Tax Planning Challenges Part 2
We are continuing our discussion from last week on year-end tax planning challenges. Businesses that have benefited from the generous...


Year-End Tax Planning Challenges Part 1
Year-end tax planning is especially challenging this year because Congress has yet to act on a host of tax breaks that expired at the end...


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)...


Reporting Changes to the Insurance Exchange
Today we will discuss the possible need to report changes if you are covered under an Insurance Exchange for health insurance. If you...


Amending Tax Returns
Did you make a mistake, forget to claim a deduction or report an income item? Not to worry. You can easily fix it by filing an amended...


Education Tax Credits
Are you, your spouse, or a dependent heading off to college? Some of the costs you pay for higher education can save you money at tax...
Tax Scams
This week I want to remind you of something very important as scammers are stepping up their game. I personally had two voicemails from...


2015 HSA Limits
The IRS released the annual inflation-adjusted contribution, deductible, and out-of-pocket expense limits for 2015 for health savings...


Iowa Tuition and Textbook Credit
Well it doesn’t seem possible but it is already time to get ready to send the kids back to school. This is a good time to remember the...


Taxpayer Bill of Rights Part Two
Last week, we provided a more detailed explanation of the first five items on the new Taxpayer Bill of Rights. The following is a more...



















