Monthly Archives: December 2011

Tax Credit Helps Low- and Moderate-Income Workers Save for Retirement

The IRS recently issued a release on a tax credit to help lower income workers save for retirement.  Low- and moderate-income workers can take steps now to save for retirement and earn a special tax credit in 2011 and the … Continue reading

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Estate Planning To Pass a Vacation Home

If you own a vacation home, it may have great significance to you from a personal, family, financial and emotional perspective.   How and whether that home will be passed on to others is a serious concern that can result in … Continue reading

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Tax Information for U.S. Citizens or Dual Citizens Residing Outside the U.S.

The IRS is aware some taxpayers who are dual citizens of the United States and a foreign country may have failed to timely file United States federal income tax returns or Reports of Foreign Bank and Financial Accounts (FBARs), despite … Continue reading

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