Posts Tagged ‘tax law’

Tax Tips: Strategies for Saving Money on your 2008 Return

Lee Rosenberg, CFP | March 20th, 2009

With the down market in 2008, you might have sold off some of your losses. Did you know:

1. You can offset your losses against any capital gains dollar for dollar. In addition, you can write off $3000  


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What You Should Know About the GAO? Hint, its Alot

Sy Goldberg, CPA, MBA, JD | November 16th, 2008

In August 2008 the General Accounting Office (GAO) issued a Report to the Committee on Finance, U.S. Senate regarding Individual Retirement Account compliance issues.

The GAO Report is in excess of 50 pages and discusses the complexities of complying with the Individual Retirement Account (IRA) tax rules. I will help you understand just what this means for you.

 


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