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Three Local CPA Offices to Serve You:
Needham, MA
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Monthly Archives: November 2015

Good communication keeps your customers happy

As a business owner, you know how much effort goes into attracting new customers. So once you’ve found a new customer, you want to keep that customer as long as possible. Good communication can help. Make your customer feel known, … Continue reading

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Seek liquidity for short-term investments

The stock market may not be the right place for all of your money at all times. Here are two situations when cash accounts can be a better solution. Situation #1. Generally, the stock market is not a good place … Continue reading

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Are you 65 or older? Include these tax breaks in year-end planning

Celebrate your 65th birthday with federal income tax benefits. Here are some of the breaks available once you reach age 65. Higher standard deduction. Your standard deduction is the sum of the basic standard deduction plus an additional standard deduction … Continue reading

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Owe $50,000 or more in federal taxes? Lose your passport

This is a provision within the highway funding bill (search thomas.gov or congress.gov for H.R. 22). If the bill passes in its current form in December it will take effect on January 1. The US State Department will deny issuing … Continue reading

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Need money to pay bills? Raiding your 401(k) is not a good idea

When you’re short of cash, raiding your 401(k) plan may seem like a good idea. Here are two reasons why it isn’t. Penalties and taxes. If you’re not at least 59½ years old, you’ll be hit with a 10% penalty … Continue reading

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How to put off taking Required Minimum Distributions from your retirement savings

It’s called a Qualified Longevity Annuity Contract, or QLAC. It is intended to provide longevity risk protection, and it will allow you the flexibility to defer a portion of your aggregate retirement accounts to later years. For those of you … Continue reading

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The IRS is sharing your tax information

Since it became apparent that certain Swiss bankers were encouraging US citizens to hide income producing financial assets in their banks, the US Government has been on the warpath to ferret out US income being hidden in offshore accounts. There are now about … Continue reading

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Take precautions to avoid gift card fraud

Gift cards are a convenient way to give your friends and loved ones “just the right thing” at holiday time. They also give thieves an opportunity to make off with your money, according to a public service announcement issued by … Continue reading

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Make use of your 2015 gift tax exclusion

This year you can give up to $14,000 to as many individuals as you want without any gift tax liability. If you’re married and your spouse joins in the gift, you can, as a couple, elect to give $28,000 to … Continue reading

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Media telling you that the number of tax audits is down? Don’t believe it

Our firm has offices in Boston MASS; Naples, Bonita Springs and Cape Coral Florida, and the number of audits we are seeing are increasing. What we don’t see much of these days is the old fashioned IRS audit where an … Continue reading

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