Dec 24, 2014

Posted by in Blog - "Altman Speaks"

Expired Tax Provisions Extended: Only Days Left to Utilize IRA Charitable Rollover for 2014!

Last week, President Obama signed the Tax Increase Prevention Act (TIPA) retroactively extending over 50 expired tax provisions through Dec 31, 2014. The last minute extension could provide a retroactive tax break for businesses and individuals who have already made certain expenditures this...

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Dec 22, 2014

Posted by in Blog - "Altman Speaks"

New Rules on IRA Rollovers

The IRS recently issued Notice 2014-54.  What does it mean for our clients?  This Notice is a regulatory change that will impact rollovers to IRAs. Many people face the challenge of deciding to roll or not to roll. Sometimes people want to roll their 401(k) because they switched jobs. It can be...

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Dec 19, 2014

Posted by in Blog - "Altman Speaks"

Feel Good Friday: The 12 Days of Holiday Planning

As we approach the holiday season, a time of tradition and thanksgiving, of cheer and renewal, lets reflect through song on the things that are truly important in our lives.  Written by Gary Altman,...

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Dec 12, 2014

Posted by in Blog - "Altman Speaks"

Feel Good Friday: Volunteering in Montgomery County!

Contributing time and resources to charitable organizations has always been important to the Altman team.  With the Holiday Season in full swing, the giving spirit is in the air and there are plenty of worthwhile organizations in need of help.  If you’re interested in volunteering your...

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Dec 8, 2014

Posted by in Blog - "Altman Speaks"

Q&A: Reducing Taxes and Improving Financial Position

Q: With the end of the year quickly approaching, what are some important tax, estate planning and financial planning measures we can take to reduce our taxes and improve our financial position? A: Year-end financial oversights and mistakes can be costly. With so many gifts to purchase and holiday...

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