Mutual funds can have a complicated effect on income tax and can create undesirable year-end surprises if purchases or sales are poorly timed. For mutual fund investors, taxes are based on activities within each fund (with the exception of qualifying retirement...
23 different charities were nominated for the 2015 Simons Bitzer & Associates Charity Contest. In evaluating and choosing our winner, we looked for a program where we could help in multiple ways. We did not want to just write a check, but we wanted to offer...
The trembling. The dry mouth. The dread. Anyone who has spoken in public knows what that feels like. But speaker nerves are more normal than you think. In fact, the only difference between pros and newcomers is that pros have learned to channel their nerves. You can...
Save time and trouble (and maybe some taxes) by knowing the difference between the standard and itemized deduction. When calculating your taxable income you have the option to use the standard deduction or an itemized list of qualified deductions. If you have a large...
Looking for some great business tax strategies? Business owners and real estate investors who want to sell property and acquire similar property at about the same time can benefit from a tax break called a like-kind or tax-deferred exchange which is a valuable...
