Tag Archives: IRS

Safeguarding Tax Records

The IRS issued Tax Tips on June 11, 2012, containing advice on how to protect your tax records.  You should consider those same tips when thinking about how best to protect your other important documents.  Following is from the IRS. … Continue reading

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Protecting your financial information from natural disasters

Often in estate planning we focus solely on what happens to our estate when I die.  Then if we get real prepared we expand the focus to what happens to our estate when I become disabled or incapacitated.  Only occasionally … Continue reading

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Identity Theft Crackdown

Anyone who has never experienced identity theft is lucky.  Thieves are becoming increasingly devious in finding ways to locate and obtain personal information to steal your assets, including your good name and credit. The IRS and the Justice Department recently … Continue reading

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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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Eight Tips from the IRS to Help you Determine if your Gift is Taxable

The following is from a recent  Tax Tip issued by the IRS.  For more information, reference IRS Tax Tip 2011-62. If you give someone money or property during your life, you may be subject to the federal gift tax. Most … Continue reading

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