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Countdown to 2017....What is your year-end tax planning strategy?

Posted by Sarah E. DesJardins

Dec 19, 2016 10:04:06 AM

As the year comes to a close, there are three important items that should be considered regarding your year-end personal tax planning strategies.

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Topics: tax, personal tax planning, dopkins tax, year end tax planning, roth ira converstion, medical expense deduction, minimum distribution requirement, required minimum distribution, roth ira



Give Yourself the Gift of Year End Tax Planning

Posted by Sarah E. DesJardins

Dec 13, 2016 9:30:00 AM

Before you get caught up in all the holiday gatherings and celebrations, it is important to take some time to evaluate your tax situation for the current year. Some simple personal tax planning techniques can potentially save you hundreds or thousands of dollars either in the current or succeeding year. While some events such as the timing of having a child may be difficult to control, there are many other events you can manipulate to reduce your tax liability.

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Topics: tax planning,, personal tax planning, dopkins tax, year end tax planning



4 Tax Law Changes of Note

Posted by The Dopkins Tax Advisory Group

Dec 3, 2015 11:10:00 AM

This summer, federal lawmakers enacted legislation that includes several tax-related provisions. The tax law changes the federal income-tax return filing deadlines for C corporations and partnerships, revise the extension periods for various returns, impose new information reporting requirements for inherited property, and add a new requirement for taxpayers claiming certain higher education tax benefits.

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Topics: tax planning,, corporate tax,, personal tax planning, form 5500, c corporations, estate tax, lifetime learning credit, form 1065, s corporations, american opportunity tax credit



2014 Year end tax planning tips

Posted by Jennifer C. Plail CPA

Nov 20, 2014 10:39:05 AM

As we transition from fall to winter, the following are a few tax planning and tax-saving strategies individuals and small businesses may want to consider to help lower their tax bill for 2014. 

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Topics: tax planning,, retirement planning, corporate tax,, personal tax planning, dopkins tax, 401(K)



Corporate Inversions & The Individual Taxpayer

Posted by The Dopkins Tax Advisory Group

Aug 6, 2014 11:26:27 AM

In a recent trend to reduce their tax burden, many U.S. multi-national companies have deployed a strategy known as corporate inversion.  In this scenario a firm that receives a substantial amount of revenue from foreign sources will merge with a foreign company and reincorporate in a lower tax jurisdiction.  As this strategy has gained traction in recent months it has spurred political debate as to the best way to end such transactions.

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Topics: tax planning,, corporate inversions,, mergers and acquisitions, corporate tax,, personal tax planning, capital gains





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