Category Archives: Tax Planning

How You Spend Your Tax Refund to Improve Your Financial Situation

I believe our job as accountants is not simply to prepare a client’s tax returns, but also to help our clients manage personal tax issues and financially succeed.  Preparing tax returns may be considered a commodity service, however, understanding the … Continue reading

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Lessons Learned from Joint Hearing

  Recently, our own Kurt Anderson testified before the joint Revenue Committee regarding the EDGE Tax Credit and proposed modifications to the legislation to grant greater access for small businesses to the EDGE Tax Credits.  Read a short synopsis of the hearing … Continue reading

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Freedom!!!

No, that’s not my imitation of William Wallace, or the ramblings of a tax accountant on April 15. I am referring to Tax Freedom Day or April 18, 2013 (for Federal taxes). And for those of you in Illinois, Tax … Continue reading

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March Madness

Well, once again the third week of March is upon us and that means March Madness!  In other words, 4 days to complete our NCAA brackets and less than a month to the end of the Tax Season (April 15).  … Continue reading

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Accelerate Dividend Payments

With January 1, 2013 and the Affordable Care Act (ACA) Medicare Surtaxes rapidly approaching, we are recommending that C-corporations and even S-corporations with Earnings and Profits (E&P) pay their dividends prior to December 31, 2012. Continue reading

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2013: Time to Get a Divorce

With the Affordable Care Act imposing higher taxes, and the Bush era tax cuts expiring later this month, I expect to see an uptick in divorces by the end of 2013. Continue reading

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