Tax Planning

Even Gifts Have Tax Strings To Them
Annual gift giving to children and grandchildren is one of the main strategies people can use to lower estate taxes that range to 45% when an estate exceeds $3,500,000. Unfortunately, many people make inadvertent errors that defeat the benefit they hope to derive.

Understanding the ABCs of the AMT
Are you aware of all the tax laws that affect you? Many people are often surprised to find themselves subject to the Alternative Minimum Tax (AMT).

Tax Relief for Ponzi Scheme Losses
If you have fallen victim to a Ponzi scheme, some tax relief may be available.

Saving Green by Going Green
Did you know that there can be tax benefits when you take environmentally friendly steps, such as minimizing energy usage?

Smart Ways to Use Your Tax Refund
Here's some advice on the best ways to use your tax refund.