by SRP | Mar 2, 2019 | Articles, Home, Taxation
Are you ready for tax time? While it isn’t really an exciting time, it’s something we all have to deal with, and this year there will be big changes. You probably remember all the big tax law changes that were announced in 2017, but now those changes are going to be...
by SRP | Mar 22, 2018 | Articles, Home, Taxation
It’s the time of year when many people are taking care of their tax obligations. This will be the last year for doing your taxes before the new rules of the Tax Cuts and Jobs Act passed in late 2017 will take effect. That means next year will be a whole different...
by SRP | Feb 11, 2016 | Articles, Home, Risk Management, Taxation
If you’re not thinking about your taxes yet, you should be—identity thieves certainly are. During tax season, there’s a significant increase in the sharing of sensitive information, both online and via postal mail. Not surprisingly, it’s also when many crooks and...
by SRP | Jan 19, 2015 | Accumulation, Articles, Home, Taxation
Background The Internal Revenue Code says that if you receive a distribution from an IRA, you can’t make a tax-free (60-day) rollover into another IRA if you’ve already completed a tax-free rollover within the previous one-year (12-month) period. The...
by SRP | Apr 1, 2014 | Articles, Home, Taxation
On March 3, President Obama announced his $3.9 trillion budget proposal for fiscal year 2015. Although the budget is more of a presidential “wish list” at this point, it includes initiatives that, if passed by Congress, could have a great impact on wealthy and...
by SRP | Jan 25, 2014 | Articles, Home, Taxation
If you typically file your taxes early to receive your refund faster, you’ll have to wait a bit longer this tax season. Due to the partial government shutdown last year, the IRS won’t begin processing 2013 returns until January 31, 2014. (The April 15...