September Newsletter

When it comes to tax planning, everyone needs to be ready for anything. For example, many taxpayers may not know whether they’re likely to be subject to the AMT. This article explains the purpose of this alternative tax system and offers some steps that may help minimize liability. A sidebar looks at factors that may trigger the AMT.

If a relative needs financial help, offering an intrafamily loan might seem like a good idea. But if not properly executed, such loans can carry substantial negative tax consequences. This article presents five simple steps that would-be lenders should consider before making such an arrangement.

When 529 plans first hit the scene, circa 1996, they were big news. Nowadays, they’re a common part of the college-funding landscape. This article serves as an informative reminder of both the benefits and risks of these arrangements.

Bartering may seem like something that happened only in ancient times, but the practice is still common today. As one might expect, businesses conducting such arrangements can’t cut Uncle Sam out of the deal. This brief article covers a few key points regarding the tax impact.