April 2016 Newsletter

Only three weeks left (April 18th) to get those taxes filed.
Six Potential 401(k) Rollover Pitfalls
While rollovers from 401(k) plans to IRAs are normally straightforward and trouble free, there are some pitfalls you’ll want to avoid.
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When Disaster Strikes: Deducting Casualty Losses
Wildfires, tornados, storms, landslides, and flooding…. If you’ve suffered property loss as the result of these tragedies or other circumstances, here’s what you need to know about claiming a tax deduction.
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What’s New in the World of Higher Education?
If you’re a parent or grandparent of a college student or soon-to-be college student, you might be interested to learn what’s new in the world of higher education.
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What is the federal funds rate?
The federal funds rate is the interest rate at which banks lend funds to each other from their deposits at the Federal Reserve in order to meet reserve requirements.
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Chart: Tracking the Fed
Although the prime rate has been closely aligned to the federal funds rate over the past 20 years, rates on conventional 30-year fixed mortgages have followed a more independent trajectory.
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Refer a friend
Any federal tax advice in this communication (including any attachments, enclosures, or other accompanying materials) was not intended or written to be used, and it cannot be used, by any taxpayer for the purposes of avoiding penalties; furthermore, this communication was not intended or written to support the promotion or marketing of any of the transactions or matters it addresses.
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