Archive for the ‘Resource’ Category

Financial Calculators

by P. Lewis Robinson
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Dec
30

We have a variety of Financial Calculators on our WEB page. We have the following categories of calculators:
Home Financing, Personal Finance, Retirement Finance, Savings Finance, Business Finance & Tax Estimators
Check them out and I believe you will find them very useful.

Applicable Federal Rates for November

by P. Lewis Robinson
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Oct
20

Click for link to Federal Applicable Rates for November, 2009

10/11/09- Year End Tax Planning Letter

by P. Lewis Robinson
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Oct
11

Year End Tax Planning Letter

Year-end tax planning could be especially productive this year because timely action can nail down a host of tax breaks that won’t be around next year unless Congress acts to extend them.

These include, for individuals:

  1. The option to deduct state and local sales and use taxes instead of state income taxes; the standard or itemized deduction for state sales tax and excise tax on the purchase of motor vehicles.
  2. The above-the-line deduction for qualified higher education expenses.
  3. Tax-free distributions by those age 70 1/2 or older from IRAs for charitable purposes.
  4. $8,000 first-time homebuyer credit (expires for purchases after Nov. 30, 2009).

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