February 2012 (download here)

  • Head of Household Filing Status
  • Capital Gains and Losses
  • The Unearned Income Medicare Contribution
  • Avoid Gift Treatment for Large Medical Expenses
  • Taxable or Nontaxable Income?
  • Selecting a C Corporation’s Tax Year

January 2012 (download here)

  • Operating a Business as an LLC
  • Tax Calendar
  • Higher Education Costs Continue to Escalate
  • Receiving Social Security Benefits before Full Retirement Age
  • 2012 Retirement Contribution and Other Limitations

December 2011 (download here)

  • Health Savings Account (HSA) Benefits
  • Timing Year-end Charitable Contributions
  • Update on Employer-provided Cell Phones
  • Voluntary Contractor Settlement Program (VCSP)
  • Turning a Hobby into a Business

August 2011 (download here)

  • Selling a Corporate Business
  • 2012 HSA Limitations
  • Electric Vehicle Credits
  • Safeguarding Tax Records
  • Corporate Distributions
  • Tax Planning for Mutual Funds

July 2011 (download here)

  • Current Favorable Long-term Capital Gain Rates
  • Tax Calendar
  • Rollovers from Qualified Plans to IRAs
  • Attaining Independent Contractor Status
  • Compiling and Retaining Important Records