What has been one of the most popular topics to hit the news may now have an affect on your taxes as well. Yes, we are referring to the outbreak of the Ebola virus. On October 29, 2014, the Internal… Read More
Identified a tax savings scenario by electing to group interrelated businesses we enabled our client to treat otherwise passive income as non-passive for purposes of the 3.8% net investment income tax. By doing so, we were able to reduce the… Read More
Working alongside the client to analyze their personal tax scenario, we advised the client to split their IRA withdrawals over a 2 year period. This kept them in lower tax brackets for both years and resulted in an overall tax… Read More
Ever pulled up to park at a meter only to realize you didn’t have enough change to pay it? Then, 30 minutes later you return and are greeted by that lovely little 10 dollar ticket hanging from your windshield. Well…problem… Read More
Question: Our group health plan has a gatekeeper feature that requires participants to designate and coordinate covered health care through a primary care physician. Do we have any special notice requirements associated with this plan requirement?
Answer: Yes, group health… Read More