2014 Tax

IRA Charitable Donations: An Alternative to Taxable Required Distributions

You can make cash donations to IRS-approved charities out of your IRA using so-called “qualified charitable distributions” (QCDs).┬áThis strategy may be advantageous for high-net-worth individuals who have reached age 70 1/2. It expired at the end of 2014, but QCDs were made permanent for 2015 and beyond under the Protecting Americans from Tax Hikes (PATH)… Read more »

2014 Free Tax Organizer For New Clients

Click Here to Download Your 2014 McMullan Tax Organizer Here is your free Tax Organizer. It will help you organize your tax information (and make sure you don’t miss any important deductions). Whether you do your own tax return or use the services of a CPA firm like ourselves, we hope you’ll find it useful…. Read more »