News - John R. Dundon II, Enrolled Agent
368
paged,page-template,page-template-blog-large-image-simple,page-template-blog-large-image-simple-php,page,page-id-368,paged-8,page-paged-8,bridge-core-2.9.2,qodef-qi--no-touch,qi-addons-for-elementor-1.5.1,qode-page-transition-enabled,ajax_fade,page_not_loaded,,qode_grid_1300,footer_responsive_adv,qode-content-sidebar-responsive,qode-theme-ver-28.5,qode-theme-bridge,qode_header_in_grid,wpb-js-composer js-comp-ver-6.8.0,vc_responsive,elementor-default,elementor-kit-269
 

News

According to Sharon Bradley, Manager of the IRS' ITIN Policy Section in the Atlanta, GA  Service Center, Section 203 of the Protecting Americans from Tax Hikes Act of 2015 (PATH Act), Pub. L. 114-113, div. Q, enacted on December 18, 2015, modified Section 6109 of the Internal Revenue...

Old MacDonald had a Trust EIEIO CLAT CLUT here CRAT CRUT There. The one thing stopping good people from engaging the full force and effect of tax and estate planning using trust instruments is the language. Acronyms make it hard to understand what lawyers are...

In my last post about how year end tax planning starts with reassessing one's commitment to charitable donations I mentioned that my Mom donated her appreciated shares of Exon Mobile to a Donor Advised Fund (DAF). Many readers had questions about what a DAF is and...

General Tax Benefits of Charitably Giving - Warren Buffet released certain claims made on his 2015 personal income tax return in a statement released by Business Wire, A Berkshire Hathaway Company. It is worth noting his remarkable generosity. Check out these figures: adjusted gross income...

Charitable giving with intention - QCD's originated out of a more innocent time when I was relatively involved with St. Peter’s Stewardship Committee out here in Greenwood Village, Colorado.  Back then my wife and I developed a plan to drill down into several aspects of charitable...

If you will be 50 or older by the end of 2016, you may be able to contribute more money every year to your employer-sponsored retirement plans and your individual retirement arrangements. Contributing more money will help you save more for your retirement and reduce...

Share