Happy New Year! – Now It’s Tax Season

It’s that time of the year when your income tax documents start arriving in the mail. Some will document income earned that you need to report on your income tax return. Others will document deductions you can claim on your income tax return. You should expect...

Payroll Tax Cut Extended For Two Months

On Dec. 23, 2011, Congress and President Obama delivered a last-minute holiday gift to working taxpayers.  Both parties agreed to temporarily extend the payroll tax cut that has been in place for 2011. The employees’ share of the Social Security tax...

Investor? Employee? Role Determines Stock Option Tax

Receiving and exercising stock options will give a taxpayer a lot to consider. When a person who is both an investor in and an employee of a corporation receives options to purchase stock in the corporation, the tax consequences of exercising the option depend on...

Do You Have Foreign Assets To Report In 2011?

The IRS has issued proposed and temporary regulations and a new information reporting form that must be used to report specified foreign financial assets for tax year 2011. Form 8938, Statement of Specified Foreign Financial Assets, must be filed by...