[April 21, 2014]
Articles & Links

North Shore Housing Market Update

"So, how's the market?" I'm asked this question constantly - in the aisles at Target, while serving hot lunch at my kids' schools (by the other volunteers, not kids!) and by a friends and clients just calling to chat. So ho

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[February 26, 2014]
Articles & Links

Tax Adjustments for 2014 Gross Income

Once total or gross income from all sources has been determined, certain adjustments to income are available. These adjustments amount to a reduction in gross income and generally are granted to achieve tax fairness or in recognition of a desirable socia

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[February 19, 2014]
Articles & Links

Income Tax Planning-Advisory & Acquisition Services

As a result of ATRA 2012 (The American Taxpayer Relief Act of 2012), income tax planning is in the spotlight.

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[February 03, 2014]

Who to Go to When you Need Home Care

enior Helpers has been a national leader in professional, inhome senior assistance services. We can be there for you at a moment's notice to offer comfort, peace of mind, and personalized care planning ranging from one hour a day to 24 hours a day

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[February 03, 2014]
Articles & Links

Life Insurance Planning in Connection with Divorce

It is estimated that there are over a million divorces in the United States each year.1 This reflects a tremendous need for life insurance planning in relation to alimony, child support and property settlement agreements.

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[January 24, 2014]

IRS Guidance on Conversions of Qualified Plan Accounts to Designated Roth Accounts

In the American Taxpayer Relief Act of 2012 ("ATRA"), Congress expanded the ability of participants in tax-qualified plans, tax-sheltered annuities, and governmental deferred compensation plans to convert amounts held in "traditional&qu

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[December 16, 2013]
Articles & Links

Reflecting the changes occurring in our current economic times

To avoid the nondiscrimination testing applicable to 401(k) plans and possible reductions of the amounts that a highly compensated employee ("HCE") could defer for a plan year, employers may structure 401(k) plans as "safe harbor plans.

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[December 05, 2013]

Court Rules That Section 419A(f)(6) Plan Sponsor Made Taxable Distribution of Life Insurance Policies

The Second Circuit upheld a Tax Court decision that the insured taxpayers, a husband and wife, received a taxable distribution of life insurance policies from a Section 419A multi-employer welfare benefit plan.

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[December 02, 2013]
Articles & Links

Traycee Home Care Partnership

The need for home, facility, private duty, & nanny care services are growing exponentially daily. In addition, to funding these expenses (which are not covered by any governmental program), getting advice as to where to go, who to use and following t

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[November 21, 2013]

Non Qualified Plans-A Great Compensation Component for your Business

A need for more revenue sources has led to a growing trend among states to attempt to tax retirement income paid to current nonresidents based on amounts previously earned in that state

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