Tags » Tax Matters

Foreign Account Tax Compliance Act in Greece

More and more Greek-Americans that have bank accounts in Greece are receiving notices from their Banks requesting that they sign W-8 or W-9 (in some instances -though incorrectly-) statements. 357 more words

Tax Matters

The Hindu - 01 Nov 14 - Going beyond disclosure

The Hindu – 01 Nov 14 – Going beyond disclosure

< the sense>> Confidentiality in tax matters is both an essential part of due process in preliminary proceedings and a necessary ingredient for international cooperation in curbing evasion. 635 more words

The Hindu

The Need for Tax Planning

by Rick Huff

It is a minefield that you must cross 

Life is certainly not becoming any simpler. While the requirements of the American Taxpayer Relief Act of 2012 as well as the tax provisions of The Patient Protection and Affordable Care Act affect a great many ordinary taxpayers, the higher income taxpayers will soon realize their tax planning will be comparable to a ‘tip-toe’ through a minefield. 371 more words

Wealth Management

Your Tax "Bucket List"

by Rick Huff 

 Manipulating income to maximize your tax bucket

As a wealth/financial advisor with a CPA license, I am lumped with all CPAs when it comes to continuing education. 453 more words

Wealth Management