Monthly Archives: July 2012

Financial Tips for July 2012

Estate Plan Checkup Give some thought to your estate plan. How do you want your assets to be distributed at your death? Federal estate tax may be a factor. Please call us for guidance on how to minimize estate taxes and probate costs, so that the maximum amount goes to your desired beneficiaries. Examine Property…
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Backup or Portable Company File? How to Decide

When you think about it, it's pretty amazing that Intuit is able to pack the lion's share of your financial data into one giant company file. It certainly makes it easier to separate from QuickBooks and move when necessary. There are actually three options for saving and relocating that file. You know about backups, since…
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Residential Energy Tax Credits for 2012

Summer's here and if you've been thinking about "going green" and making your home more energy efficient, then there's no time like the present, especially if you take advantage of residential energy tax credits still available to homeowners. The Residential Energy Efficient Property Credit is available to individual taxpayers to help pay for qualified residential…
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Injured or Innocent Spouse Relief: The Facts

You may be an injured spouse if you file a joint tax return and all or part of your portion of a refund was, or is expected to be, applied to your spouse's legally enforceable past due financial obligations. Here are seven facts about claiming injured or innocent spouse relief. 1. To be considered an…
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