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All About Tax (17)

Don’t Fall for IRS Phone Scams

Several of our partners and clients have gotten phone calls from people posing as IRS agents. With April 15 right around the corner, this can be unnerving.
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The Biggest Problem In Estate Planning Is You

More than hundreds of estate plans and one-quarter of a billion dollars in assets later, I can clearly pinpoint what separates outstanding results from a well-constructed and executed estate plan from those that fail to protect legacies, assets and the...
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Tax Deductions for Car and Truck Expenses Require Careful Documentation

When it comes to vehicle expense tax deductions (and costs related to other “listed” property), as well as travel and entertainment expenses, the law is clear and strict on required documentation. You don't want to lose tax deductions because of...
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High Income Earners Can Use After Tax Contributions to a 401(k) Plan to Get Money Into Roth IRA

Did you know you can make after-tax contributions to your 401(k) retirement plan? Not many people do.
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Who Are the Latest IRS Targets? A List of 23 Audit Triggers

Many taxpayers ask, "How can I avoid an IRS audit?" There’s no 100% guarantee you won’t be picked, because some tax returns are chosen randomly. However, completing your returns in a timely and accurate fashion with your trusted tax advisor certainly...
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Why a Business Valuation is Necessary for Estate Planning

The last few years were filled with uncertainty regarding the future of estate and gift taxes. There was a flurry of activity as people made gifts to take advantage of relatively favorable tax laws, which were due to revert to significantly less...
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