With U.S. equity valuations near historically high levels, now might be an opportune time to take advantage of the tax benefits of donating long-term appreciated stock to a qualified charity. Directly donating a winning stock…

Alloy Silverstein’s Tax Tip of the Week   One guarantee in life is that it is unpredictable. If life has thrown you a financial curve ball, consider all of your options. Even though you may…

Alloy Silverstein’s Tax Tip of the Week   At this time there are two tax credits for qualifying taxpayers continuing their education at a post-secondary school. The credits help offset course tuition and fees along…

Major Tax Deadlines for June 2017   June 15 – Second quarterly installment 2017 individual estimated tax due. June 15 – Second quarterly installment 2017 estimated tax for calendar-year corporations due. June 15 – Individual…

Mistakes happen all the time. Find out how you can correct errors or misinformation on a previously filed tax return. You completed your tax return and submitted it on time. But while you thought tax…

Alloy Silverstein’s Tax Tip of the Week   Usually if you sell securities and the transaction results in a loss, you can use the loss to offset capital gains, plus up to $3,000 of ordinary…