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Tax Planning Articles

Budget Shortfalls at the State Level Can Have Impacts on Individuals

by Bob Cassel, EA, CFP® / July 2010 / Tax Planning

What Is Going On With Estate Tax Laws?

by Mark Stinson, MBA, CFP® / April 2010 / Tax Planning

Taxes Take a Bite—Would You Believe 43% of Your Taxable Income?

by Mike Couch, CFP®, MBA / April 2010 / Tax Planning

Congress Proposes Tax on Investment Transactions:
Bad News for Mutual Funds

by Bob Cassel, EA, CFP® / April 2010 / Tax Planning

Tax Preparation Checklist

by Bob Cassel, EA, CFP® / January 2010 / Tax Planning

Saving Tax Dollars on Your Roth Conversion

by Bob Cassel, EA, CFP® / January 2010 / Tax Planning

It's Easy to Start a Business of Your Own

by Bob Cassel, EA, CFP® / October 2009 / Tax Planning

The Biggest Tax Story Ever

by Saxon Birdsong, MBA / July 2009 / Tax Planning

Your Largest Expense in Retirement

by Bob Cassel, EA, CFP® / April 2009 / Tax Planning

Tax Preparation Checklist

by Bob Cassel, EA, CFP® / January 2009 / Tax Planning

Mary is in Good Hands at BWFA

by Bob Cassel, EA, CFP® / January 2009 / Tax Planning

Would You Like to Pay Zero Capital Gains Taxes?

by Bob Cassel, EA, CFP® / October 2008 / Tax Planning

Why We're Planning for Higher Taxes

by Bob Cassel, EA, CFP® / July 2008 / Tax Planning

BWFA Rescues You from Dreaded Estimated Tax Payments

by Bob Cassel, EA, CFP® / April 2008 / Tax Planning

Estate Planning: Tax Deductions Sometimes Get Lost

by Bob Cassel, EA, CFP® / January 2008 / Tax Planning

It IS Easy Being Green(e)

by Bob Cassel, EA, CFP® / October 2007 / Tax Planning

Pay Quarterly Taxes Now, or Pay Penalties Later

by Bob Cassel, EA, CFP® / July 2007 / Tax Planning

Searching for Opportunity in New Federal Tax Laws

by Bob Cassel, EA, CFP® / April 2007 / Tax Planning

Required Minimum Distributions — A Milestone Not to Be Ignored

by Bob Cassel, EA, CFP® / January 2007 / Tax Planning

Employee Stock Options: When to Cash In

by Bob Cassel, EA, CFP® / October 2006 / Tax Planning

To Trust or Not to Trust?

by Bob Cassel, EA, CFP® / July 2006 / Tax Planning

How Far Can You Stretch?
Getting the most out of your IRAs

by Bob Cassel, EA, CFP® / April 2006 / Tax Planning

Buying Real Estate in Your IRA

by Bob Cassel, EA, CFP® / Winter 2006 / Tax Planning

What Are the Tax Consequences of Selling Your Home?

by Bob Cassel, EA, CFP® / Summer 2005 / Tax Planning

What Are the Tax Consequences of Selling Your Home?

by Bob Cassel, EA, CFP® / Summer 2005 / Tax Planning

The Tax Consequences of Social Security and Privatization

by Bob Cassel, EA, CFP® / Spring 2005 / Tax Planning

Inherited an IRA? Here's what you should do!

by Bob Cassel, EA, CFP® / Winter 2005 / Tax Planning

State Death (Estate) Tax Changes—What Should You Do?

by Bob Cassel, EA, CFP® / Fall 2004 / Tax Planning

The Advantages of Donor-Advised Funds

by Bob Cassel, EA, CFP® / Summer 2004 / Tax Planning

Wealthy or Not, Here Comes the AMT!

by Kimberly Anderson, CFP™ / Spring 2004 / Tax Planning

Turn Your Hobby into a Business and Save Taxes

by Bob Cassel, EA, CFP® / Fall 2003 / Tax Planning

New Tax Law Offers Tax Saving Opportunities

by Bob Cassel, EA, CFP® / Summer 2003 / Tax Planning

The Best Tax Breaks You Can Find

by Bob Cassel, EA, CFP® / Spring 2003 / Tax Planning

Frequently Asked Questions
About Retirement Plan Contributions

by Bob Cassel, EA, CFP® / Winter 2003 / Tax Planning

It's Time to 'Fine-Tune' Your Retirement Plan

by Bob Cassel, EA, CFP® / Fall 2002 / Tax Planning

The Parade of Corrected 1099 DIVs
- What should you do with them?

by Bob Cassel, EA, CFP® / Spring 2002 / Tax Planning

Should I Do My Own Tax Return?

by Bob Cassel, EA, CFP® / January 2002 / Tax Planning

New Educational IRA for 2002

by Bob Cassel, EA, CFP® / October 2001 / Tax Planning

Tax Law Changes: How Can They Benefit You?

by Bob Cassel, EA, CFP® / August 2001 / Tax Planning

Enlightened New IRA Rules!

by Bob Cassel, EA, CFP® / April 2001 / Tax Planning

Playing the Marginal Tax Bracket Game

by Bob Cassel, EA, CFP® / DECEMBER 1999 / Tax Planning

Required Distributions Begin at 70½

by Bob Cassel, EA, CFP® / October 1999 / Tax Planning

The Best Deal on Income Tax Deductions?

by Bob Cassel, EA, CFP® / JULY 1999 / Tax Planning

Your Options on Employee Stock Options

by Bob Cassel, EA, CFP® / APRIL 1999 / Tax Planning

To Rollover or Not To Rollover

by Bob Cassel, EA, CFP® / DECEMBER 1998 / Tax Planning

Extra, Extra, Read All About It!

by Bob Cassel, EA, CFP® / SEPTEMBER 1998 / Tax Planning

The Darker Side of the Roth IRA

by Bob Cassel, EA, CFP® / JULY 1998 / Tax Planning

Tax Department, Maytag Repair Similar

by Bob Cassel, EA, CFP® / APRIL 1998 / Tax Planning

Don't Get Me Started

by Bob Cassel, EA, CFP® / OCTOBER 1997 / Tax Planning

Do I Hear a Cry for Tax Simplification?

by Bob Cassel, EA, CFP® / OCTOBER 1997 / Tax Planning

Capital Gains Tax Relief? Count On It!

by Bob Cassel, EA, CFP® / JULY 1997 / Tax Planning

"Simple" and "Not-So-Simple" Changes

by Bob Cassel, EA, CFP® / APRIL 1997 / Tax Planning



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