October 6, 2015

Taxation of Equity Compensation

Equity compensation continues to be a popular way to incentivize and reward employees, unifying their compensation with the success of the company. The taxation of equity compensation can be extremely complex. We...
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August 7, 2015

Document Retention To Keep or Not to Keep?

Good record keeping is an essential tool for your financial well-being. The question often arises about how long specific records should be kept.  Disposing of records prematurely can create potential tax and...
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July 7, 2015

Protecting Yourself from Identity Theft

In our increasingly electronic and information driven world, attacks or fraudulent attempts to steal information are becoming more common. We wanted to offer some practical tips on how to protect your information...
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June 4, 2015

Estate Tax – Portability

Estate planning is often a complicated and time consuming process. However, it has also become an increasingly important one for many wealthy individuals, and its impact can be significant depending on a...
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May 12, 2015

Foreign Asset Reporting

The IRS has continued its program to enforce the reporting of foreign assets.   Failure to properly report either direct or indirect ownership in foreign assets could result in at least $10,000 in...
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February 27, 2015

Charitable Deductions

For years, the US has been one of the most generous countries in the world. There are many charitable vehicles available to accomplish both your charitable and personal goals. We address some...
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February 2, 2015

New Options for Paying Your Taxes Online

As we approach the April 15th tax filing deadline, we wanted to provide a summary of electronic payment options available to taxpayers. NEW FOR 2014 - IRS adds direct pay option (INDIVIDUALS...
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December 22, 2014

H.R. 5571 – How does it impact you?

As a follow up to our year end planning email, we wanted to provide you with some timely tax updates regarding some recently passed Federal tax legislation. On December 16th, the Senate...
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