Monthly Archives: July 2015

Are You As Green As Dr. Jim?

Our client Dr. Jim is all about being green.  Not only is he doing his part to save our planet, but Dr. Jim is also saving plenty of taxes while he’s at it. Electric Car Three years ago, Dr. Jim

Posted in 2015 Mid Year Newsletter

IRS Issues Guidelines for State-Sponsored “ABLE” Accounts for People with Disabilities

From IRS News: Issue IR-2015-91 The Internal Revenue Service released proposed regulations implementing a new federal law authorizing states to offer specially-designed tax-favored ABLE accounts to people with disabilities who became disabled before age 26. The Achieving a Better Life Experience (ABLE)

Posted in 2015 Mid Year Newsletter

Tax-Wise Investing

How would you like to get a higher return on your investment portfolio without taking on any more risk? Believe it or not, it’s easy to do.  All you need to do is set up your various investment accounts to

Posted in 2015 Mid Year Newsletter

Summer Job Alert: Working Child’s Taxes

One thing we continually notice is that most kids who work are incorrectly having federal and state income taxes withheld from their wages. Please note that a working child will generally owe no federal income taxes unless wages earned exceed

Posted in 2015 Mid Year Newsletter