QuickBooks 2012: New Paths to Better, Faster Financial Management

By |2022-08-18T08:47:12-04:00October 24th, 2011|QuickBooks Tips|

As it usually does this time of year, Intuit has introduced new versions of its Pro and Premier products. QuickBooks 2012 promises to help you get better organized, save steps, and acquire more in-depth financial insights. The new Express Start is designed for businesses that want to blast through setup and start entering customers and [...]

Federal Taxation of Social Security Benefits

By |2011-10-03T09:49:54-04:00October 17th, 2011|Taxation|

With millions of baby boomers close to retirement age and job losses inflicting financial strain on additional millions, many taxpayers are looking to social security benefits for financial assistance.  So, we thought this would be a good time to discuss how social security benefits are taxed by the federal government. Individuals may have to pay [...]

Education Planning – Start Early

By |2022-08-18T08:47:12-04:00October 10th, 2011|Taxation|

The increasing costs of higher education have made education planning an important aspect of personal financial planning.  However, education planning does not always receive the necessary attention required because some parents are counting on scholarships to cover the cost of their children’s education.  Others procrastinate, as they do with retirement planning, because the actual expenditure [...]

Fourth Quarter Tax Planning Ideas

By |2022-08-18T08:47:13-04:00October 3rd, 2011|Taxation|

Thanks to the extension late last year of the 2001 and 2003 tax cuts, the current federal income tax environment remains favorable.  Now is a good time to take advantage of the low tax rates because we obviously can’t predict future tax rates.  This article presents several tax planning ideas to consider this fall while [...]

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