How to Handle Mutual Funds with Care at Year End Nov 13, 2018As we approach the end of 2018, it’s a good idea to review the mutual funds holdings in... read more
Why you should make annual exclusion gifts before year end Dec 16, 2014The 2014 gift tax annual exclusion allows you to give up to $14,000 per recipient... read more
Individual Tax Items to Finalize for Year End Dec 23, 2013Russ: This is PKF Texas Entrepreneur's Playbook. I'm Russ... read more