News Articles

20

July

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How to begin collecting your 2015 tax refund now

How to begin collecting your 2015 tax refund now If you usually receive a large federal income tax refund, you’re essentially making an interest-free loan to the IRS. Rather than wait until you file your 2015 tax return in 2016, why not begin enjoying your “refund” now by reducing your withholdings or estimated tax payments … Continued

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10

July

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Tax impact of the Supreme Court’s same-sex marriage decision

Tax impact of the Supreme Court’s same-sex marriage decision On June 26, 2015, the U.S. Supreme Court ruled that same-sex couples have a constitutional right to marry, making same-sex marriage legal in all 50 states. For federal tax purposes, same-sex married couples were already considered married, under the Court’s 2013 decision in United States v. … Continued

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16

June

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Married with a large estate? Why you still need a credit shelter trust.

Married with a large estate? Why you still need a credit shelter trust Even though portability now allows married couples to use up both spouses’ estate tax exemptions without having to make lifetime asset transfers or set up trusts, this “easier” path isn’t necessarily the better path. For couples with large estates, making lifetime asset … Continued

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16

June

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Increasing Patient Engagement in Your Practice

Increasing Patient Engagement in Your Practice Many patients want to be involved in managing their health care. Empowering patients to schedule their own appointments and manage correspondence, refills, and prior authorizations can lead to higher levels of patient engagement and satisfaction. Patient engagement initiatives have been found to reduce hospital visits, decrease morbidity and mortality … Continued

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02

June

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Warning! IRS Phone Scams

Warning! IRS Phone Scams Please be wary of any unsolicited phone calls or emails you get from individuals claiming to represent the IRS or the US Treasury. This is one of the biggest scams out there and is a crime of opportunity. Do not engage these callers, who often threaten to issue arrest warrants or … Continued

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