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Monthly Archives: October 2015

Turn your part-time employees into winners

Part-time employees play a valuable role in a small business. They help deal with fluctuations in workload and can job-share with full-timers. In addition, because part-timers often look for flexibility in hours, you may find a skilled worker whose schedule … Continue reading

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Decide when to start social security benefits

Whether you should take social security retirement benefits at the earliest possible date or defer benefits until reaching normal retirement age (or even age 70), depends on several factors. For example, you’ll want to consider your overall health and life … Continue reading

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Estate executors have another responsibility

A law effective as of July 31, 2015, included provisions that require certain executors to file a statement with estate beneficiaries and the IRS, notifying both of the value of property as reported on the estate return. Unless an exception … Continue reading

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Items on your 2014 return can affect 2015 planning

As year-end approaches, remember to check your 2014 federal income tax return for items that can affect your 2015 planning. Here are three to look for. Capital loss carryover. If your capital losses exceeded your capital gains in 2014, you … Continue reading

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Get ready for the “Cadillac” tax

The 2010 Affordable Care Act added a 40% excise tax on high-cost employer-sponsored health insurance (sometimes called “Cadillac” plans). “High-cost” means plans with an annual cost of more than $10,200 for an individual and $27,500 for a family. Beginning in … Continue reading

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Take time for tax planning

Take time to review your 2015 tax situation while there are still a few months to make adjustments. Can you benefit from bunching your itemized deductions? Will increasing your retirement plan contributions cut your tax bill? An investment in a … Continue reading

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Law revises due dates for 2016 returns

The Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 changed due dates for some 2016 federal business returns (the ones you’ll file in 2017). Here’s a sample of the changes: Partnerships (Form 1065) – 2½ months after … Continue reading

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Avoid underpayment penalties

Check the total taxes you’ve already paid in for the year through withholding from your wages and/or quarterly estimated payments. Are you underpaid? Consider adjusting your withholding for the final months of 2015 or increasing your remaining quarterly estimate. If … Continue reading

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A Quick Recordkeeping Guide

Is your file cabinet overflowing? Do you hesitate to purge tax information because you’re not sure what to keep and what to discard? Here’s a quick guide to help you cut through the clutter. *Expenses. Substantiation for deductions includes charitable … Continue reading

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Watch year-end mutual fund transactions

The income tax effects of mutual funds can be complex, and poorly timed purchases or sales can create unpleasant year-end surprises. Mutual fund investors (excluding qualifying retirement plans) are taxed based on activities within each fund. If a fund investment … Continue reading

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