@taxplan4U Blog

Ten Estate Planning Questions for 2018

  1. Can you afford to give away money now? You shouldn’t gift large sums to your children or charity unless you’re confident you have enough for your own retirement. There’s no limit on gifts to charity, though your annual tax deduction may be capped.

Financial Resolutions: 6 Tips to keep you Accountable

After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the gym, losing weight, and eating clean, are usually at the top of the list, but what about your finances? The health of your accounts, spending habits, and investments are just as important to evaluate.

How to Keep Your Life Insurance Costs Down

With rates as low and competitive as they have ever been, it’s as close to a “buyers” market in life insurance as you’ll see.  Still, in these cash-strapped times, curbing all costs and expenses is a priority for most people, and buying life insurance is no different.

Keeping Up With the Identity Thieves

Identity thieves are upping their game. In their relentless pursuit of your personal identifying information (PII) they are constantly evolving in their technology and their techniques to stay one step ahead of you. In past blog posts we have hammered on the steps you need to take to fortify your defenses against identity theft.

Changes to Social Security Claiming Strategies

The Bipartisan Budget Act of 2015 included a section titled "Closure of Unintended Loopholes" that ends two Social Security claiming strategies that have become increasingly popular over the last several years.

Key Things Every Small Business Owner Should Know About Taxes

Blood pressures are rising at many small businesses now that tax season is underway.

You win the lottery. Now what?

You win the lottery. Now what?

With jackpots climbing as high as $1.3 billion, it is important for winners to have a plan in place for managing their newfound fortune. This blog post offers advice on how to enjoy your earnings for a long time to come. More from AICPA insights:

Why We Fear the IRS

There have been a recent number of scams where the scammers pose as agents of the IRS.

IRS scams work entirely by fear.

Which raises the obvious question: How did we get into a situation where it’s so easy for people to believe that the IRS is about to arrest them for a crime they weren’t even aware of having committed?

Online Sellers: Sales Tax New Years Resolutions

So whether you’re just getting started with sales tax compliance or are an old hand dealing with sales tax, there’s probably a sales tax resolution or two in here that would benefit your eCommerce business.

For the Wealthiest, a Private Tax System That Saves Them Billions

Here's a news flash that's not news: The richest Americans have shaped the U.S. tax code so that it saves them potentially billions.

The reason the rich essentially have what the New York Times calls their own private tax system is simple. They can afford to hire the best and brightest tax attorneys and accountants.


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