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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

Tuition Credits, Changes, and The PATH Act

Posted by Brian Dansa

Dec 1, 2016 7:30:00 AM

In accordance with the Protecting Americans From Tax Hikes (PATH) Act, for 2016 every educational institution was required to provide a Form 1098-T (Tuition Statement) to those attending their institution. The Form 1098-T provides information related to tuition and fees that the taxpayer or taxpayer’s dependent would use to determine their applicable educational deduction, American Opportunity Credit, or the Lifetime Learning Credit.

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Topics: tax planning,, dopkins tax, Path Act 2015, Protecting Americans from Tax Hikes Act, form 1098-t, Tuition credits, tax advisory

5 Tax Planning Strategies to Implement in a Down Stock Market

Posted by Albert A. Nigro, CPA, CVA

Jan 26, 2016 11:00:00 AM

Most investment advisors will tell you that a down stock market presents a buying “opportunity”.  While that may be true, a down market definitely provides a tax savings opportunity. Here are some strategies to consider:

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Topics: tax planning,, stock market

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

Spring Cleaning: Your Tax Records— Keep or Not?

Posted by Jennifer C. Plail CPA

Mar 19, 2015 4:30:00 PM

The sun is trying to stream though my windows, exposing the reality of their needing a wash. With temperatures dancing around 40 and that extra hour of daylight fueling my energy level, I am eager to begin spring cleaning. Even before the crocus peek through the snow piles, this time of year feels like another chance for a fresh start, purging the dirt and clutter that has amassed these past months. Not only do closets and basements beckon, burgeoning file cabinets call. Couple this with the looming tax deadlines, and there’s a good chance you are faced with residual piles of papers, receipts, statements and records.

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Topics: tax planning,, irs announcements, records retention,, record keeping, records documentation, irs audit, tax advisory group

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)

Key Tax Provisions-- Extensions Still Uncertain

Posted by Samantha Keller CPA

Nov 13, 2014 2:14:57 PM

With the fourth quarter of 2014 here, we continue to await Congressional action on the extension of a number of key tax provisions that expired at the end of 2013. Though the continuing delay creates uncertainty for taxpayers as they begin to prepare for their 2014 tax returns, most observers hope that extender legislation will come now that the midterm elections are over.

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Topics: tax planning,, depreciation, tax provision, section 179, year end tax planning, sales tax

Property Tax Exemptions for America’s Servicemen and Women

Posted by James Cosgriff IV

Aug 19, 2014 10:43:16 AM

If you served in the US Army, Navy, Marines, Air force, or Coast Guard then you may be entitled to a property tax exemption in New York State. There are three property tax exemptions available to veterans. 

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Topics: tax planning,, cold war veterans exemption, alternative veterans exemption, property tax, property tax breaks for veterans, form dd 214, elegible funds exemption

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

Court's Decision Limits IRA Rollovers

Posted by Stephen C. Studley CFU CVA CLU CFP CPA

Apr 17, 2014 12:37:00 PM

An IRA rollover is a popular way of retaining investment flexibility and tax benefits when switching from one Individual Retirement Account to another.

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Topics: tax planning,, retirement planning, ira rollover, ira

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