Posts for category: Taxes

Taxes

April 27, 2017 / John J. Furey

Basics of U.S. Gift Taxes

A client recently asked when do I have to file a gift tax return and how is the gift tax calculated? Gift Tax Exclusions You need to file a gift […]

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Taxes

November 1, 2016 / John J. Furey

Safe Harbor Tax Payments to Avoid Penalties

A client recently asked what is a safe harbor payment for taxes and why should I care about meeting this payment? Income tax laws (federal and state) are pay-as-you-go systems […]

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Taxes

May 27, 2016 / John J. Furey

Record Retention for Tax Related Documents

During tax season, clients often ask how long they should be holding on to certain tax related documents.  To help answer these questions we have created a list of several […]

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Taxes

June 11, 2015 / Timothy Grove

Basics of Mutual Fund Taxation

At first glance, it would seem that, at its most basic level, the tax treatment of capital gains is fairly straightforward.  If one sells an asset for a sum greater […]

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