Nickerson Professional Association - Financially Speaking

Nickerson Professional
Association

Certified Public Accountants

Financially Speaking Check this page each week for new and informative articles that can help you manage your finances

WHEN YOU MUST AMEND - 12/13/2006
CHARITABLE REMAINDER TRUSTS - 12/07/2006
AMERICANS OVERSEAS - 11/30/2006
TAX-DEFERRAL - 11/24/2006
KEEPING RECORDS - 11/08/2006
AMT RELIEF – AND MORE – IN THE NEW TAX LAW - 11/03/2006
NEW KIDDIE TAX RULES - 10/26/2006
IT’S EASIER TO CONVERT TO A ROTH IRA - 10/18/2006
MEDICARE MEANS TEST - 10/12/2006
IRA BONUS FOR THE ARMED FORCES - 10/04/2006
SAVE THREE TIMES WHEN YOU DONATE SECURITIES - 9/27/2006
TAX-FREE GIFTS - 9/20/2006
HOME RENOVATIONS AND TAXES - 9/15/2006
PAY YOURSELF A PENSION - 9/07/2006
GIVE AWAY THE HOUSE – AND LIVE IN IT! - 8/30/2006
ABOUT TRUSTS - 8/23/2006
LEFT A JOB? RETIRED? WHERE’S YOUR 401(K)? - 8/17/2006
TOUGH NEW MEDICAID RULES - 8/10/2006
WHO’S PAYING FOR COLLEGE? - 8/02/2006
WHEN YOU INHERIT SECURITIES - 7/27/2006
THE OVERTAXED IRA - 7/27/2006
KIDS AND SUMMER JOBS - 7/12/2006
JUST GOT MARRIED? - 7/06/2006
IF A FORM 1099 IS INCORRECT - 6/28/2006
USING THE COMPANY CAR - 6/21/2006
TAX SAVINGS FOR INVESTORS - 6/15/2006
DEDUCTING YOUR HOME OFFICE - 6/08/2006
SELF-LEASING - 6/01/2006
HOW’S YOUR 401(K)? - 6/01/2006
TRIM THE TAXES ON A REAL ESTATE GAIN - 5/18/2006
TAX BREAKS FOR KIDS - 5/15/2006
RETIRE RICH! - 5/03/2006
NOW, FOR NEXT YEAR’S TAXES… - 4/26/2006
OPTIONS FOR THE SELF-EMPLOYED - 4/26/2006
EXTRA TIME FOR ESTATE FILING - 4/26/2006
ABOUT ESTIMATED TAXES - 4/12/2006
BUY-SELL AGGREEMENTS - 3/31/2006
STOP! DON’T ROLL OVER THAT STOCK! - 3/22/2006
WHAT KIND OF DEDUCTION - 3/17/2006
PRIVATE ANNUITY TRUST - 3/08/2006
TAKE AN EXEMPTION FOR YOUR CHILD? - 3/01/2006
WASH-SALE LOOPHOLE - 3/01/2006
DISASTER PLANNING: HOW SAFE ARE YOUR IMPORTANT PAPERS? - 2/16/2006
TAX-FREE PERKS FOR EMPLOYEES - 2/16/2006
USE YOUR IRA FOR COLLEGE COSTS? - 2/16/2006
ESTATE TAXES – ARE YOU REALLY AT RISK? - 1/25/2006
KATRINA AND THE REST - 1/19/2006
NEW NUMBERS FOR 2006 - 1/12/2006
ENERGY SUBSIDIES – GET ‘EM EARLY! - 1/04/2006
DRIVING FOR BUSINESS - 12/28/2005
WHO ARE YOUR BENEFICIARIES? - 12/21/2005
HSA’S – GOOD FOR BUSINESS, TOO - 12/07/2005
529 COLLEGE SAVINGS PLANS - 11/30/2005
YEAR-END GIVING - 11/30/2005
TOUGHER RULES ON CAR DONATIONS - 11/16/2005
NEW-BUSINESS TAX DECISIONS - 11/09/2005
YEAR-END FINANCIAL PLANNING - 11/03/2005
SELLING YOUR HOUSE - 10/27/2005
INTERNET SHOPPING AND TAXES - 10/20/2005
“BUNCHING” - 10/12/2005
NEW: THE ROTH 401(K) - 10/07/2005
WHAT’S A BUSINESS VEHICLE WORTH? - 9/29/2005
DISABILITY AND TAXES - 9/21/2005
WHY ETFS? - 9/14/2005
SLOW DOWN IRA TAXES - 9/07/2005
YOU BET YOUR LIFE! - 9/01/2005
TAX SAVERS FOR SMALL BUSINESS - 8/24/2005
WHY ETFS? - 8/17/2005
YOUR VERY OWN 401(K) - 8/11/2005
NEW RULING PROTECTS YOUR IRA - 8/04/2005
WHO PAYS THE PARENT’S DOCTOR BILLS? - 7/27/2005
NEW ROTH PAYOUT OPPORTUNITY - 7/20/2005
NEW BANKRUPTCY LAW - 7/13/2005
TEENS AND SUMMER JOBS - 7/06/2005
WHO GETS AUDITED? - 7/06/2005
PARTNERSHIP AND LLC BENEFITS - 6/25/2005
PART-TIME RETIREMENT - 6/25/2005
GIVING GIFTS - 6/08/2005
ROLLOVERS - 6/01/2005
DRIVING FOR BUSINESS? - 6/01/2005
WHAT’S NEW FOR DEFERRED COMPENSATION? - 5/18/2005
WHAT’S WHERE IN YOUR PORTFOLIO? - 5/11/2005
PROTECT YOUR LIFE INSURANCE - 5/04/2005
SOCIAL SECURITY FACTS - 4/27/2005
PUT MORE IN YOUR RETIREMENT FUND - 4/20/2005
RED FLAGS AND OTHER MISTAKES - 4/15/2005
NEW SALES TAX DEDUCTION - 4/06/2005
DON’T MAKE THESE DUMB MISTAKES - 3/31/2005
TAX RULES ON VACATION HOMES - 3/23/2005
A ROTH IRA FOR YOUR YOUNGSTER - 3/16/2005
HOW MUCH ESTIMATED TAX - 3/16/2005
TAX SAVINGS FOR UNMARRIED COUPLES - 3/05/2005
TAX-PLANNING CAN CUT BUSINESS CONSTRUCTION COSTS - 2/23/2005
“PHISHING” EXPEDITIONS - 2/18/2005
WHAT FILING STATUS IS BEST FOR YOU? - 2/10/2005
SOMETHING FOR EVERYONE - 2/02/2005
GIVE AWAY YOUR IRA - 1/27/2005
SWAPS AND TAX DEFERRAL - 1/20/2005
SOCIAL SECURITY INCREASES FOR 2005 - 1/12/2005
TAX PLANNING STARTS EARLY - 1/07/2005
WHAT’S AN FSA? - 12/29/2004
LAST MINUTE MOVES - 12/22/2004
RICHER RETIREMENT PLANS - 12/08/2004
ABOUT 529 ACCOUNTS - 12/01/2004
ARE THE BONDS REALLY TAX-FREE? - 11/24/2004
CASHING OUT ANNUITIES - 11/18/2004
WHEN A WIDOW SELLS A HOUSE - 11/10/2004
NEWS ABOUT TAX-EXEMPT GROUPS - 11/03/2004
TAKE LOSSES, OFFSET GAINS - 10/27/2004
DIVORCE TAX TIPS - 10/21/2004
GIVING A GIFT? DO IT RIGHT! - 10/14/2004
BUY OR LEASE FOR BUSINESS? - 10/07/2004
BORROW FROM YOUR IRA? - 9/29/2004
HOW MUCH IN PROPERTY TAXES? - 9/24/2004
BETTER BUSINESS EXPENSE DEDUCTIONS - 9/15/2004
WHY FILE A GIFT RETURN? - 9/08/2004
MORE AUDITS EXPECTED - 9/01/2004
TAX BREAK ON INHERITED IRA’S - 8/25/2004
DEFER TAXES ON REAL ESTATE SALES - 8/19/2004
INSURING YOUR SAVINGS - 8/11/2004
DONATE YOUR CAR TO CHARITY? - 7/21/2004
RETIREMENT PLANS FOR SMALL BUSINESS - 7/15/2004
“TIPS” ARE LOOKING GOOD - 7/07/2004
TAX BREAKS FOR MILITARY FAMILIES - 7/01/2004
WHO GETS YOUR IRA? - 6/24/2004
REVERSE MORTGAGES AND TAXES - 6/24/2004
USE YOUR VACATION HOME - 6/10/2004
SAVE MORE WITH A DEFINED-BENEFIT PLAN - 6/03/2004
WHEN YOU NEED TO BORROW - 6/03/2004
TAX ISSUES WHEN YOU RETIRE - 6/03/2004
DON’T BLOW THAT RETIREMENT MONEY NOW - 5/12/2004
TRANSFER WEALTH WITH LIFE INSURANCE - 5/05/2004
ABOUT HEALTH SAVINGS ACCOUNTS - 4/28/2004
PARENTS AS DEPENDENTS - 4/21/2004
TAX SAVERS FOR BUSINESS - 4/15/2004
DOCUMENT YOUR DEDUCTIONS! - 4/07/2004
WILL YOU FILE ON LINE? - 4/02/2004
EVEN IF YOU CAN’T PAY . . . - 3/24/2004
WHAT IF YOU’RE AUDITED? - 3/17/2004
ABOUT 401(K)s - 3/10/2004
NEW RULING ON SPLIT DOLLAR INSURANCE - 3/04/2004
WHAT FILING STATUS IS RIGHT FOR YOU? - 2/25/2004
WHAT “DECOUPLING” MEANS TO YOU - 2/18/2004
GET MORE WHEN YOU GIVE - 2/11/2004
529’S—STILL A GOOD DEAL - 2/04/2004
TAKE DIVIDENDS INSTEAD OF SALARY? - 1/28/2004
NEW HELP WITH EARLY IRA PAYOUTS - 1/22/2004
ESTATE-PLANNING ABC¡¦S - 1/14/2004
HELP WITH CHILD-CARE COSTS - 1/08/2004
NEW NUMBERS FOR 2004 - 12/31/2003
WHO ARE YOUR BENEFICIARIES? - 12/26/2003
CUTTING PAYROLL TAXES - 12/17/2003
HOW TO PAY LESS TAX ON 401(K) WITHDRAWALS - 12/10/2003
USING IRA MONEY TO BUY A HOME - 12/03/2003
CUT THE TAXES YOU PAY NOW - 11/28/2003
REBALANCE YOUR PORTFOLIO? - 11/19/2003
FIRST JOB? HERE ARE TAX SAVINGS FOR YOU - 11/12/2003
BUSINESS OPPORTUNITIES IN THE NEW LAW - 11/05/2003
HOME OFFICE, BETTER THAN EVER - 10/29/2003
NEW RATES ON CAPITAL GAINS - 10/23/2003
WHAT HAPPENS TO DIVIDENDS? - 10/15/2003
THE NEW TAX LAW AND YOU - 10/08/2003
GIVE A GIFT—GIVE COST RECORDS, TOO - 10/02/2003
LOW-COST LOANS WITHIN THE FAMILY - 9/24/2003
CONVERT YOUR IRA? - 9/17/2003
SHOULD YOU AMEND A PAST RETURN? - 9/10/2003
RE: TAX-DEFERRED FIXED ANNUITIES - 9/03/2003
401(K) BONUSES - 8/27/2003
LONG-TERM CARE AND TAXES - 8/20/2003
EMPLOYEES OR INDEPENDENT CONTRACTORS? - 8/13/2003
IS YOUR WILL UP TO DATE? - 8/06/2003
TAX-SAVVY COLLEGE SAVINGS - 7/30/2003
NEW RULES ON SPLIT-DOLLAR INSURANCE - 7/24/2003
ABOUT YOUR ROTH - 7/16/2003
ONE HOME AFTER ANOTHER - 7/09/2003
SOCIAL SECURITY—BETTER THAN YOU THINK - 7/03/2003
GAINS AND LOSSES—DOES IT MATTER WHAT KIND? - 6/25/2003
ROLL OVER YOUR 401(K)? - 6/16/2003
TRIM YOUR ESTATE TAX-FREE - 6/11/2003
THE ABC’S OF DIVORCE AND TAXES - 6/04/2003
DISABILITY TAX BREAKS - 5/29/2003
WHEN SENIORS WORK - 5/21/2003
CAN YOU DEDUCT T & E EXPENSES? - 5/15/2003
DON’T LET CAPITAL LOSSES DISAPPEAR - 5/07/2003
JOB LOSS AND TAXES - 4/30/2003
BUY AN S.U.V. FOR THE BUSINESS? - 4/23/2003
CONGRESS HELPS IRA SAVERS - 4/23/2003
HELP ON TUITION COSTS - 4/09/2003
TAX AMNESTY - 4/03/2003
ABOUT IRA FEES - 3/27/2003
ROLL OVER YOUR KEOGH - 3/19/2003
BITS AND PIECES - 3/13/2003
DID YOU OVERPAY YOUR TAXES? - 3/05/2003
BEWARE PHONY “MAIL” FROM THE IRS - 2/27/2003
TIPS ARE LOOKING GOOD - 2/19/2003
EASED RULES ON HOME-SALE GAINS - 2/12/2003
WHICH COLLEGE FUND? - 2/05/2003
GET READY FOR TAX SEASON - 1/29/2003
TAX ISSUES ON REFINANCING - 1/22/2003
DO YOU OWE A NANNY TAX? - 1/15/2003
NUMBERS FOR 2003 - 1/15/2003
PENSION OR LUMP SUM? - 1/02/2003
ABOUT COBRA - 12/29/2002
SPLITTING UP YOU IRA - 12/19/2002
DEATH AND TAXES: WHERE DO YOU LIVE? - 12/11/2002
HEALTH REIMBURSEMENT ACCOUNTS - 12/11/2002
SHOULD YOU AMEND PAST TAX RETURNS? - 11/29/2002
LOANS FROM 457 PLANS - 11/20/2002
MOVE A CUSTODIAL ACCOUNT TO A 529? - 11/13/2002
YOUR HOME AS A TAX SHELTER - 11/11/2002
YEAR-END TAX PLANNING - 10/30/2002
IRS LOOKS AT SPLIT-DOLLAR LIFE INSURANCE - 10/30/2002
TRUSTS TO EASE ESTATE PLANNING - 10/30/2002
DEFINED BENEFIT PLANS ARE BETTER THAN EVER - 10/10/2002
TAPPING YOUR IRA - 10/04/2002
OOPS! IRS CLOSES A LOOPHOLE - 9/25/2002
EASIER RETIREMENT PLANNING FOR SMALL BUSINESS - 9/18/2002
WORTHLESS STOCK - 9/11/2002
UNMARRIED COUPLES AND THEIR TAXES - 9/04/2002
LEAVE YOUR IRA TO THE GRANDCHILDREN? - 8/28/2002
SOCIAL SECURITY: NOW OR LATER? - 8/21/2002
DISASTER LOSSES - 8/14/2002
HOW TO CUT HEALTH INSURANCE COSTS - 8/07/2002
GET A GIFT, GET THE BASIS - 7/31/2002
TAX PLANNING IN DIVORCE - 7/25/2002
DEPRECIATION BONUS FOR BUSINESS - 7/17/2002
NEWER RULES ON RETIREMENT-PLAN PAYOUTS - 7/10/2002
HIRE YOUR CHILD THIS SUMMER - 7/03/2002
401(K)S FOR INDIVIDUALS - 6/27/2002
SHOULD YOU DEFER INCOME? - 6/19/2002
REVERSE SWAPS - 6/14/2002
GAINS AND LOSSES - 6/05/2002
PENSION PLAN HELP FOR SMALL BUSINESS - 5/29/2002
TAX BREAK ON HYBRID CARS - 5/27/2002
401(K) OR A ROTH? - 5/16/2002
SALE/LEASEBACK ON A PARENT’S HOME - 5/08/2002
BONUSES ON RETIREMENT SAVINGS - 5/01/2002
WHEN THE SURVIVING SPOUSE INHERITS THE HOUSE - 4/24/2002
ROLL OVER YOUR KEOGH - 4/24/2002
BITS AND PIECES - 4/11/2002
REBATES FOR DEPENDENTS - 4/03/2002
DEDUCT YOUR TRIP - 3/27/2002
SAVING FOR COLLEGE-EASIER THAN EVER - 3/20/2002
GIVE YOUR KIDS THE BUSINESS? - 3/13/2002
LOAN INTEREST YOU CAN DEDUCT - 3/06/2002
WHEN ANNUITIES LOOK GOOD - 2/27/2002
YOUR IRA AND ESTATE TAXES - 2/20/2002
POWER OF ATTORNEY - 2/13/2002
WHERE’S YOUR CASH? - 2/06/2002
TAX-FREE RETIREMENT INCOME - 1/30/2002
NOTES ON JOINT QWNERSHIP - 1/24/2002
WHAT KIND OF BUSINESS ENTITY? - 1/17/2002
BEFORE YOU REMARRY - 1/10/2002
TAX ISSUES WHEN YOU CHANGE JOBS - 1/02/2002
WHO OWNS THE CAR? - 12/27/2001
DO-IT-YOURSELF? - 12/19/2001
SMALL-BUSINESS TAX TIPS - 12/12/2001
BEWARE OF TAX SCAMS - 12/05/2001
AMEND YOUR RETIREMENT PLAN? - 11/28/2001
INFLATION-PROOF BOND? - 11/21/2001
END-OF-YEAR FINANCIAL PLANNING - 11/15/2001
EMPLOYEE OR CONTRACTOR? - 11/07/2001
WILL THE AMT HIT YOU? - 10/31/2001
THE NEW TAX LAW: MISCELLANEOUS BENEFITS - 10/24/2001
THE NEW TAX LAW: RETIREMENT PLANS - 10/17/2001
THE NEW TAX LAW: ESTATE TAX - 10/10/2001
THE NEW TAX LAW: TAX RATES - 10/03/2001
IS YOUR FIRM PAYING AMT? - 9/26/2001
ARE YOU HOLDING WORTHLESS SECURITIES? - 9/17/2001
SPLIT DOLLAR INSURANCE - 9/10/2001
OLD WILL, NEW MARRIAGE - 9/03/2001
CHARITABLE LEAD TRUSTS - 8/27/2001
A ROTH FOR YOUR KIDS? - 8/20/2001
PARENTS AS DEPENDENTS - 8/13/2001
SAFE-HAVEN 401(K)S - 8/06/2001
FINANCIAL PLANNING AND DIVORCE - 07/30/2001
IMPORTANT IRA FACTS - 07/23/2001
ABOUT ABUSIVE SHELTERS - 07/16/2001
TAX RULES ON REFINANCING - 07/09/2001
SHOULD YOU REFINANCE? - 07/02/2001
MUNICIPAL BONDS: ARE THEY RIGHT FOR YOU? - 06/25/2001
SWAPS AND REVERSE SWAPS - 06/18/2001
REPORT THE GIFTS YOU GIVE - 06/11/2001
SIMPLIFIED RULES ON IRA PAYOUTS - 06/04/2001
ABOUT THOSE CAPITAL GAINS TAX CHANGES - 05/28/2001
RETIRE EARLY—ON YOUR IRA - 05/21/2001
JOINT OWNERSHIP? - 05/14/2001
HOW TO INVEST IN A NEW BUSINESS) - 05/07/2001
GIVE YOUR HOUSE AWAY - 04/30/2001
WHAT’S SO GOOD ABOUT REFUNDS? - 04/23/2001
YOUR INVESTMENT CLUB AND TAXES - 04/16/2001
WHAT PAPERS MUST YOU KEEP? - 04/09/2001
CHECK THAT TAX RETURN! - 04/02/2001
WHEN YOU INHERIT - 03/26/2001
GIFT A ROTH - 03/19/2001
BUSINESS TAX TIPS - 03/12/2001
HOW INNOCENT IS AN INNOCENT SPOUSE? - 03/05/2001
TAX BONUSES IN YOUR HOME - 02/26/2001
GIVE AWAY YOUR RETIREMENT FUND? - 02/19/2001
LOANS TO THE KIDS - 02/12/2001
WRITEOFFS FOR A STARTUP BUSINESS - 02/05/2001
YOUR IRA AND ESTATE TAXES - 01/29/2001
MAKING SAVINGS AUTOMATIC - 01/22/2001
WHO ARE YOUR DEPENDENTS? - 01/15/2001
CAN YOU DEDUCT COMMUTING COSTS? MAYBE - 01/08/2001
SENDING YOUR GRANDCHILDREN TO COLLEGE - 01/01/2001

Founded in 1954 and Dedicated to Providing the Highest Quality in Accounting Services
About NPA | Our Staff | Our Services | How to Find Us | Contact Us
Financially Speaking | Privacy Statement | Home

This page has been created by Nickerson Professional Association. The information on this site is provided solely for informational purposes and does not create a business or professional services relationship. Although we make every attempt to ensure the information's accuracy, any reliance on the information is solely at the users' own risk. Please contact either a principal of Nickerson Professional Association or another experienced advisor before making any decision based upon this information

This site contains links to websites maintained by other organizations. Nickerson Professional Association cannot provide any warranty about the accuracy or source of information found on any of these websites or the content of any file the user might choose to download from them.