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2017 Year-End Tax Planning for Individuals

By Maeda Palius on Nov 05, 2017 at 11:15 PM in Tax Alerts from CCH

As we get closer to the end of yet another year, it is time to tie up the loose ends and implement tax saving strategies. This has been an interesting year in Washington. When the year started, it seemed highly likely that the tax law would receive a dramatic makeover this year. Now, with just under two months left in 2017, we have seen a lot of bickering in Washington but no sweeping tax law changes. Of course, there is still time, but there is also a lot of ground left to cover.

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2016 Year-End Tax Planning for Individuals

By Maeda Palius on Nov 22, 2016 at 03:40 AM in Tax Alerts from CCH

As the end of the year approaches, it is a good time to think of tax planning moves that will help lower your tax bill for this year and possibly the next. Factors that compound the planning challenge this year include political and economic uncertainty, and Congress' all too familiar failure to act on a number of important tax breaks that will expire at the end of 2016.

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2016 Year-End Tax Planning for Businesses

By Maeda Palius on Nov 21, 2016 at 12:05 AM in Tax Alerts from CCH

Although tax planning is a 12-month activity, year-end is traditionally the time to review tax strategies from the past and to revise them for the future. Year-end has also become a time when there is an increasing need to take a careful look at what has changed within the tax law itself since the beginning of the year. Opportunities and pitfalls within these recent changes, as they impact your unique business situation, should not be overlooked. This is particularly the case during year-end 2016. Here are some of the many considerations that you should review as year-end 2016 approaches.

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We recently announced the elevation of Jason Janzen to Partner.

By Maeda Palius on Nov 06, 2016 at 07:02 PM in Grow a Better Business

According to O’Kelley, “finding a candidate to become partner can be hard, but the choice to offer that position to Jason was easy. He not only has the highest level of skills and experience, but he also really embraces our corporate culture of providing exceptional service.”

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The Blueprint for Business Profitability Value Growth presentation materials are here!

By Maeda Palius on Aug 22, 2016 at 01:33 AM in Grow a Better Business

From all of us here at Palius and O'Kelley and American Rivera Bank, we want to thank you for joining us at this highly informative seminar.

Thanks to the generosity of Ric Payne and Principa, all of the seminar presentation materials are available in an electronic and print format at no cost to you.

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The Blueprint for Business Profitability Value Growth Presentation

By Maeda Palius on Jun 06, 2016 at 07:50 PM in Grow a Better Business

The Blueprint for Business Profitability Value Growth presentation was a huge success!

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2014 Health Insurance Information for Clients

By Maeda Palius on Dec 17, 2014 at 08:22 AM in Whitepapers

Beginning in 2014, the “individual mandate” under the Affordable Care Act begins. Not only are all individuals required to have insurance but all people who are required to file a tax return must report their insurance on that return. So we will need quite a bit of additional information to prepare your 2014 return.

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2013 Fall Tax Newsletter

By POK Newsletter on Oct 30, 2013 at 07:56 PM in Whitepapers

Dear Clients and Friends:

Incredibly, 2013 is fast approaching its end. Although we, at POK, are barely past the extended return deadlines, there’s no time to sit back and relax because we’ve seen some startling developments within the government and know there are some big changes that could affect your 2013 Tax Return.

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2012 Year-End Tax Planning For Businesses

By Maeda Palius on Nov 28, 2012 at 09:25 AM in Whitepapers

In recent years, end-of-the-year tax planning for businesses has been complicated by uncertainty over the future availability of many tax incentives. This year is no different. In 2010, Congress extended many business tax incentives for one or two years. Now, those incentives have expired or are scheduled to expire. Whether they will be extended beyond 2012 is unclear as Congress debates with the fate of the fate of the Bush-era tax cuts and across-the-board spending cuts scheduled to take effect in 2013. In the meantime, you need to be aware of the expiring provisions and explore developing a multiyear tax strategy that takes into account various scenarios for the future of these incentives

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2012 Year-End Tax Planning For Individuals

By Maeda Palius on Nov 28, 2012 at 09:09 AM in Whitepapers

2012 began with great uncertainty over federal tax policy and now, with the end of the year approaching, that uncertainty appears to be far from any long-term resolution. A host of reduced tax rates, credits, deductions, and other incentives (collectively called the "Bush-era" tax cuts) are scheduled to expire after December 31, 2012.

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