Author: RLT-Haley

North Shore Housing Market Update
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.

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 social objective. Adjustments to income are available regardless of whether a taxpayer itemizes deductions or takes the standard deduction.

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.

Who to Go to When you Need Home Care

Senior 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

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.

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