News & Analysis as of

Charitable deductions: Substantiate them or lose them

Qualifying for a charitable deduction is, in some respects, a matter of form over substance. The IRS could disallow a deduction, even if it’s otherwise legitimate, if the donor fails to follow the substantiation requirements...more

How to Make the Most of Your Required Minimum Distributions

Now that we have discussed the basics of Required Minimum Distributions (RMD) in The ABCs of RMDs, it’s important to see how you can get the most from your money. RMDs may be a mandate, but that does not mean there isn’t...more

Tax Season Alert: The IRS May Attempt to Disallow Your Charitable Deductions

As you compile your tax material for the preparation of your 2012 income tax returns, now is the perfect time to examine your files to ensure you have all required records to support your charitable contributions,...more

3 Results
|
View per page
Page: of 1