Resources for Individuals
Tax Planning Resources
This Tax Planning Guide provided by Berger Lewis provides year-round strategies to make the tax laws work for you.
This article describes the tax credits that exist for students enrolled in institutions of higher education.
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.
This article provides commentary and observations about current tax issues.
This article discusses common misperceptions and questions abut income tax.
This article describes increased difficulties in filing income tax returns for domestic partnerships.
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.
This article discusses the tax implications of loan modification, short sale and foreclosure of a principal residence.
This article describes the tax impact of the 2010 Health Reform Legislation.
Investment Management Resources
This article describes increased taxes on dividend income and capital gains.
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
This article describes the Estate Tax Provision in the new Tax Bill.
This article discusses commonly asked questions about Social Security benefits.
This article describes higher federal income taxes that apply to inherited property in 2010 and beyond.
This article discusses a decedent’s Deferred Retirement Accounts and who really gets the dollars.
This article discusses tax implications of distributions from a deferred retirement account.
This article discusses distribution rules, lifetime distribution options and estate planning options.
This article describes tax implications of bequests (giving) to grandchildren.
This article discusses tax considerations for a revocable living trust.