Category Archives: Uncategorized

Net Unrealized Appreciation Q & A

Net Unrealized Appreciation Q & A... And... Comments... COMMENT: When considering an NUA, an important consideration aside from whether you qualify, is whether you are disqualified. For example, you are allowed only one distribution in the…

50 Year-End Business Tax Savings Tips

50 Year-End Business Tax Savings Tips Set aside time to plan
 Book an appointment in your calendar to work on you and your company’s year-end items. For example, you could block off an entire day…

Keep Track of Your Miscellaneous Itemized Deductions

Keep Track of Your Miscellaneous Itemized Deductions Keep Track of Miscellaneous Deductions, or Itemized Deductions, or Miscellaneous Itemized Deductions Miscellaneous deductions can cut taxes. These may include certain expenses you paid for in your work…

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