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Changes to the IRA Rollover Timelines Could Save You Thousands of Tax Dollars

ira rollover changes long
If you change jobs (or plan to one day retire from one), there may come a time when you no longer want to keep your retirement funds in your old employer’s retirement plan. While providers (and employer human resources departments) vary in just how simple or complex they make the proc
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TIGTA: OIC Process Greatly Improved; Work Still to Be Done

tigta offer in compromise
So what happens when you choose to submit an OIC to the IRS? The short answer is that it’s not always an easy process. To that end, recently the Treasury Inspector General for Tax Administration (TIGTA) conducted an audit to evaluate how efficiently the IRS is handling the OIC process
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Clinton or Trump, Which Presidential Tax Plan Helps You?

Are you for Trump, or do you prefer Clinton? For many Americans it appears to be a choice between bad or worse. No matter who you choose, one thing is clear, most people will be ecstatic when this election finally over. It has been an all-out war since the candidates put on their glov
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How Tax Loss Harvesting Could Lower Your 2016 Tax Bill

why you owe irs taxes
In the world of investing, you win some and you lose some. But taxpayers who take advantage of tax loss harvesting strategies can identify opportunities to transform investment losses into tax benefits, as the market moves.  Though tax-loss harvesting has a reputation for applying onl
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Applied for a 2015 Tax Extension? Stop Procrastinating and Start Filing

october 17th tax filing extension deadline 2016
Filed a 2015 tax extension last winter or spring using Form 4868 because you couldn’t complete your 2015 tax return filing by the April 18, 2016 deadline?  It’s time to stop procrastinating, and file your 2015 tax return. As of Monday, October 17, 2016—the extended tax filing deadline
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