The tax code includes a number of incentives that, with proper planning, can provide tax benefits while you, your spouse, or children are being educated. Which of these options will provide the greatest tax benefit depends on each individual’s particular circumstances. The following is an overview of the various possibilities.
This article discusses the new interpretation of the 2015 one-per-12-month-period rollover rule, the 60-day limit and the types of plans included. The tax code allows an individual to take a distribution from his or her IRA account and avoid the tax and early distribution penalties if the distribution is redeposited to an IRA account owned […]
In a gathering of executives from leading CPA firms in Orlando by Orlando Business Journal, the discussions focused on a variety of topics as well as advice that applied to the local business community. Although this was a 2013 Accounting Industry Outlook discussion, the advice presented by Todd Baldwin of Baldwin Accounting CPA, is still […]