Your 2015 Tax Returns: Be Aware As You Prepare

Tax season is upon us and my clients are discovering a whole new world of confusing regulations and complex forms. Here’s some help in  managing your return for the 2015 tax season.   Unfortunately tax rules change constantly, making tax filing even more stressful, especially for uninformed clients. Here are some tips, ideas, and information […]

New IRS Ruling about IRA Transfers vs. Rollovers: What’s the Difference?

A new ruling from the IRS could mean big changes for retirement assets.   As a result of a recent U.S. Tax Court decision, the IRS has changed its interpretation of the “once per year” IRA rollover rule to mean exactly that:  Only one IRA-to-IRA rollover is permitted during a 365-day period from any of […]