Category Archives: Estate Planning

IRA and Retirement Plan Rollovers

New IRS Procedure Helps People Making IRA and Retirement Plan Rollovers The IRS has provided a self-certification procedure to help recipients of retirement plan distributions who inadvertently miss the 60-day time limit for properly rolling these amounts into another retirement plan or individual retirement arrangement (IRA). In Revenue Procedure 2016-47, posted on IRS.gov, the IRS…

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New myRA Available

myRA is a new retirement savings account from the United States Department of the Treasury. For more information, visit https://myra.gov/.  …

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New Small Business Tax Center

The Small Business Tax Center Visit The Small Business and Self-Employed Tax Center for information, tools and resources covering: The basics of self-employment Forms and publications Filing requirements Reporting responsibilities Independent contractors Starting, Operating, and Closing a Business Employment Taxes – Federal income tax, Social Security and Medicare taxes, FUTA, self-employment tax and more. And…

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Now That Tax Season Is Over…

Start Planning Now for Next Year’s Taxes You may be tempted to forget all about your taxes once you’ve filed your tax return. Do not give in to that temptation. If you start your tax planning now, you may avoid a tax surprise when you file next year. Now is a good time to set…

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