Lynda Doland, CPA, MT is a Director at Corrigan Krause and leads the Estate, Gift and Trust niche at the firm.

What are the year-end moves you should make if you are a trustee?

  • When you are collecting your personal tax data, watch for items sent that are issued in a trust ID number. Once you have collected all of your data, send it over to us! You can send us hard copies, or use our secure client portal (http://corrigankrause.wpengine.com/new-client-portal/)(on our website) to s
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**UPDATE: This post has been updated as of 12/22/16** As we approach year-end, there are a few important updates to filing deadlines and rate changes to keep in mind. Shirley Wu, CPA explains:

 

New filing deadline for forms W-2 and 1099:

Beginning with the 2016 forms (e.g. those filed in 2017), Form W-2 and Form 1099-Misc, for payments reported in box 7, must be filed with the Social Security Administration or IRS, respectively, by January 31, 2017 rather than the prior Read More >>

Tax planning is an important part of personal finance, and everyone likes to save money! These tips from Chris Eichmuller, CPA can help you do just that:

 

 

The holiday season is upon us. So many people to see, cards to address, and so much food to eat. What a joyous- and hectic- time! One item that could be addressed before all the fun and excitement of last-minute gift wrapping is how can you prepare for, and save on, your individual taxes.

Here are just a few ideas to c Read More >>