AUTO INCLUSION FORMS FOR 2006

A Company that provides vehicles to its employees is required to include, in the employee's W-2 income, the value of the personal use of the vehicle assigned.  We have prepared an Excel spreadsheet that will compute the amount of the income to be assigned and provided you with a form (Employee Representation) to collect the data on the assigned vehicle's. 

Mileage Allowances for 2007 and 2008

The IRS has issued the 2008. Click here for complete details.

Year End Investment Planning

Turn you paper losses into tax losses before the end of the year and realize REAL tax savings. See our Click here for a complete details . 

Alternative Minimum Tax

The Alternative Minimum Tax (AMT) is trapping more people each year.  For a discussion how the AMT is computed and who is likely to be subject to this levy,  Click here for more.   

Life insurance is not always tax-free

One of the advantages that is often cited by insurance agents when selling life insurance products is that the proceeds are tax-free.  However, the death of the insured can create a significant estate tax liability. Click her for more.

Selling Your Home: What You Need To Know Tax-Wise

Planning for College: Sec 529 is the answer