Resources for Individuals


Tax Planning Resources

  • 2012-2013 Tax Planning Guide

    This Tax Planning Guide provided by Berger Lewis provides year-round strategies to make the tax laws work for you.

  • Education Tax Credits

    This article describes the tax credits that exist for students enrolled in institutions of higher education.

  • Applicable Federal Rates

    Each month, the IRS provides various prescribed rates for federal income tax purposes. These rates, known as Applicable Federal Rates (or AFRs), are regularly published as revenue rulings.

  • Tax Season: Odds and Ends

    This article provides commentary and observations about current tax issues.

  • Income Tax Q&A

    This article discusses common misperceptions and questions abut income tax.

  • Domestic Partners

    This article describes increased difficulties in filing income tax returns for domestic partnerships.

  • Car-related Tax Breaks

    This article provides an overview of vehicle-related tax breaks, including what vehicle-related expenses are deductible, and the actual-cost method and the mileage-rate method for calculating deductible expenses.

  • Loan Modification, Short Sale and Foreclosure

    This article discusses the tax implications of loan modification, short sale and foreclosure of a principal residence.

  • Medicare Tax

    This article describes the tax impact of the 2010 Health Reform Legislation.

Investment Management Resources

  • Dividend Income and Capital Gains

    This article describes increased taxes on dividend income and capital gains.

  • Qualified Tuition Programs

    This article describes qualified tuition programs that are accounts that are set up to be used to fund qualified higher education expenses of a designated beneficiary.

Retirement/Estate Planning Resources