TAX CALENDAR
NOVEMBER 2010 November 1 Employers. For Social Security, Medicare, and withheld income tax, file Form 941 for the third quarter of 2010. Deposit any undeposited tax. (If your tax liability is [...]
Year-End Estate Tax Planning
As of this writing, current law calls for the federal estate tax to resume for deaths in 2011, after a break for deaths in 2010. Many states also impose tax on estates or estate beneficiaries. [...]
Year-End Tax Trusted Advice Planning for IRAs
Most years don’t require much year-end planning for IRAs. You have until the following April 15 to make “look back” contributions. For example, you can contribute to a traditional IRA or a Roth [...]
Year-End Tax Planning for Investors
For the past two years, investors have experienced extraordinarily tumultuous times. From late 2008 through early 2009, stock markets in the United States and around the world have fallen [...]
Planning During Uncertain Times
Some of the tax laws that were passed in the early years of this century will expire after 2010. Next year, prior law could take effect again. Alternatively, Congress may pass new tax laws [...]