Tuesday November
- 2012
- 13
Will Capital Gains Be Changed?
by Lee Reams in 1040 & Personal Finance
Currently, capital gains rates for the sale of assets held over one year are taxed at 15% (0% to the extent a taxpayer is in the 15% or lower regular tax bracket), compared with a top tax of 35% for ordinary income. Without Congressional action, these rates will increase to 20% (18% for assets held over 5 years) in 2013. Read More
Thursday November
- 2012
- 8
With the national debt and tax simplification taking front burners these days, there has been a great deal of discussion by both political parties and bi-partisan groups about doing away with or substantially altering itemized deductions. Itemized deductions have been around for as long as most of us can remember, and altering these deductions would have a profound effect on many taxpayers. Read More
Tuesday November
- 2012
- 6
Casualty Losses Effects on Taxes
by Lee Reams in 1040 & Personal Finance
The following is a brief overview of casualty losses and how they might impact your tax return. The information provided is by no means complete; contact this office for further details. Read More
Thursday November
- 2012
- 1
Are We Headed for a Fiscal Cliff?
by Lee Reams in 1040 & Personal Finance
For several years now, Congress has left the taxpaying public hanging to the last minute with tax changes and extensions. And each year, the political gridlock seems to get worse, leaving taxpayers pondering how to plan their finances and businesses undecided about capital investments and hiring new employees, not knowing what the tax laws will bring in the next year. Read More
Tuesday October
- 2012
- 30
Congress Leaves Us Hanging Again on the AMT
by Lee Reams in 1040 & Personal Finance
Here it is, almost the end of the year, and as they have done for several years, Congress has not indicated if they will extend the higher AMT exemption amounts or allow them to revert to lower amounts that were in effect before exemptions were increased to shield the middle class from the punitive tax. A recent Congressional report indicates that, if Congress does not extend the AMT break, one in five taxpayers will be impacted by the AMT in 2012. Read More
Thursday October
- 2012
- 25
Is Your Hobby a For-Profit Endeavor?
by Lee Reams in 1040 & Personal Finance
The tax treatment for a hobby is substantially different than it is for a business, which sometimes makes it difficult to distinguish one from the other. The IRS provides appropriate guidelines when determining whether an activity is engaged in for profit, such as a business or investment activity, or is engaged in as a hobby. Read More
Tuesday October
- 2012
- 23
Gifting Consequences to Think About
by Lee Reams II in 1040 & Personal Finance
Frequently, taxpayers think that gifts of cash, securities, or other assets they give to other individuals are tax-deductible and, in turn, the gift recipient sometimes thinks income tax must be paid on the gift received. Nothing is further from the truth. To fully understand the ramifications of gifting, one needs to realize that gift tax laws are interrelated with estate tax laws. Read More
Thursday October
- 2012
- 18
Fine-Tuning Capital Gains and Losses
by Lee Reams in 1040 & Personal Finance
The year's end has historically been a good time to plan tax savings by carefully structuring capital gains and losses. Let's consider some possibilities. Read More
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