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Attorney At Law
Certified Public Accountant
Licensed Real Estate Broker / Appraiser

Phone: 610-459-8074
Fax: 610-459-8653

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Friday October 31st, 2014

Attorney at Law | Certified Public Accountant | Licensed Real Estate Appraiser | Licensed Real Estate Broker

Since 1973

Tax News

Friday October 31st, 2014

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The New Rules of Estate Planning

A higher exemption for the federal estate tax is shifting the focus to minimizing capital-gains taxes and state levies. Here are the latest strategies.

How to Find a Missing Tax Refund

The IRS says refunds generally are issued within 21 days after the government receives your return. If your refund is missing, start with the IRS website—and consider direct deposit.

A Tax Advantage in Retiring Single

Depending on your income, the IRS favors unmarried couples.

Washington Scrutiny of 'Supersize' IRAs

The U.S. is seeking more information on hard-to-value holdings in retirement accounts, and some proposals would speed withdrawals by an heir.

The Tax Exclusion on a Home Sale

It’s typically $500,000 of profit for couples and $250,000 for singles.

Your Annual Gift-Tax Exclusions

You may give $14,000 tax free to as many recipients as you like.

The Tax Bill Comes Due on Kinder Morgan MLPs

Investors in two master limited partnerships could owe big taxes in the proposed reorganization.

The Tax Impact of Getting Married

For higher earners, the 'marriage penalty' can be substantial.

IRS Phone Scams Remain a Threat

Officials say the actual IRS will never make first contact by phone.

AutoNation Halts Sales of Cars With Takata Air Bags

AutoNation, Inc. says it has stopped sales of all vehicles equipped with Takata Corp. air bags covered by a series of recalls and warnings from federal regulators who say the devices could explode and harm drivers.

The New Rules of Estate Planning

A higher exemption for the federal estate tax is shifting the focus to minimizing capital-gains taxes and state levies. Here are the latest strategies.

How to Find a Missing Tax Refund

The IRS says refunds generally are issued within 21 days after the government receives your return. If your refund is missing, start with the IRS website—and consider direct deposit.

Lilly Sees Light After a Difficult Year

Chief Executive John C. Lechleiter talks about the opportunities and challenges ahead for the drug maker.

The Tax Exclusion on a Home Sale

It’s typically $500,000 of profit for couples and $250,000 for singles.

Good News and Bad for Retirement Savers

It’s cheaper to roll into a Roth IRA, but harder for your heirs to shield it from taxes.

A Tax Advantage in Retiring Single

Depending on your income, the IRS favors unmarried couples.

For College Students, History’s a Mystery

Few schools mandate courses in subjects like U.S. government, history or economics, according to a survey of core curricula at 1,098 four-year colleges and universities.

Washington Scrutiny of ‘Supersize’ IRAs

The U.S. is seeking more information on hard-to-value holdings in retirement accounts, and some proposals would speed withdrawals by an heir.

Office Gossip Is Fun, Unless It Is About You

Evaluate the sources of gossip, the nature of rumors and their potential damage when you are the subject of the rumor mill at work. Experts offer techniques for silencing the whispers.

Tax Breaks for Recent College Grads

Deductions, credits and tax-favored savings plans can all trim one’s tax bill.

Inflation Could Help You Next Year

Indexing should effectively cut taxes for most households.

The Roth-IRA Math for 50-Somethings

These accounts can sometimes pay off even for people who expect a lower tax rate in retirement.

Penalty For Not Having Health Coverage Adds Up

For a high-income family of five, the ACA charge can top $12,000.

ETF Ideas for Banks in a Rising-Rate Environment

Some financial advisers say it would be a mistake to exit bank-related investments because of rising rates, especially for a long-term holder.

Your Annual Gift-Tax Exclusions

You may give $14,000 tax free to as many recipients as you like.

Dow Jones Newswires Codes - Subject Codes

The Health-Care Act Gets a Marketing Makeover

The message for the fall will focus on testimonials from those who have already enrolled and the individual mandate.

Two Important Tax Deadlines Loom

Estimated tax payments are due Monday; delayed returns on Oct. 15.

Answers to Your Questions on Estate Planning

What you should know about 'pour-over' plans and revocable trusts.

How to Throw Away a Fortune

The smart moves you can neglect and the stupid ones you can make, writes Jonathan Clements.

Clean Up That Portfolio

An investment portfolio can be like a closet or a garage, collecting random stuff until it's cluttered and in need of some serious cleaning. Tom Lauricella explains why simplification matters.

Backdoor Tax Increases May Hit Investors

Profits from "inversions" and other corporate deals could trigger alternative minimum tax, exemption phaseouts and other provisions.

The Tax Impact of Getting Married

For higher earners, the 'marriage penalty' can be substantial.

IRS Phone Scams Remain a Threat

Officials say the actual IRS will never make first contact by phone.

Pay Your Federal Tax Electronically

IRS Direct Pay draws directly from your bank account, and it's free.

Insurance Against Outliving Your Retirement Savings

You should think twice before jumping into 'longevity annuities.'

Tax-Smart Giving Made Easy

Weekend Investor: Many donors benefit by making charitable donations through a 'charitable gift trust' or 'donor advised fund.'

The Basis for Your Social Security Tax

There is a limit to the amount of income subject to the levy.

Toothless but Self-Aware

If you're planning to see "The Production Line of Happiness," the Christopher Williams retrospective now at the Museum of Modern Art, be prepared to be baffled and irritated.

How Should Capital Gains Be Taxed?

The Experts weigh in on whether it's fair that tax rates for capital gains and most stock dividends are lower than tax rates on earned income.

Taking Stock of Automated Financial Advisers

These online services use computer programs to manage portfolios—and charge far less than traditional brokerages. Should investors bite?

Can You Afford Early Retirement?

The five-year rally in stocks has bolstered workers' nest eggs. But consider these six issues first.

Three Signs That Point to a Stock-Market Tumble

Hulbert on Investing: Three indicators that preceded past downturns are flashing now.

How an 'Inversion' Could Raise Your Taxes

Tax Report: Shareholders in U.S. companies involved in inversion deals are likely to owe capital-gains tax.