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Internal Revenue Code Section 6013(g)

Treasury Regulations regarding the 6013(g) election: 1.6013-6 Election to treat nonresident alien individual as resident of the United States. (a) Election for special treatment— (1) In general. Two individuals who are husband and wife at the close of a taxable year ending on or after December [...]

By |April 3rd, 2015|

The 4% Withdrawal Rule – Does it Still Apply?

Nothing appeals to investors like a simple rule of thumb.  Who doesn’t want a blanket strategy that applies to everyone and solves everyone’s problems?  Enter the “4% Withdrawal Rule.”  Let’s quickly discuss the genesis of the 4% withdrawal rule and then to [...]

By |March 5th, 2015|

What is estimated tax and how does it apply to me?

Estimated Tax Payments U.S. taxpayers are required to prepay their U.S. income and employment taxes (collectively, “tax”) during the course of the year. To the extent taxes withheld from your income are not sufficient for this purpose, estimated tax payments must be made. Accordingly, if [...]

By |March 5th, 2015|

Upcoming Filing Deadlines and Extensions

Federal Individual Income Tax Return Filing Generally, U.S. income tax residents must file their 2014 federal income tax returns by April 15, 2015. However, if you are a U.S. citizen or resident living and working outside the United States, or you are [...]

By |March 5th, 2015|

What to Expect in the Upcoming 2014 Tax Filing Season?

On October 30, at the 2014 fall meeting of the Council for Electronic Revenue Communication Advancement (CERCA), Internal Revenue Commissioner John Koskinen warned that the upcoming 2014 tax return filing season could get off to a late start on October 30 at [...]

By |January 28th, 2015|

Fall 2014 – ‘Of Indexes and Indices’

Download PDF As the not-old and not-Chinese saying goes, “May you live in interesting times.” A quick glance at the daily headlines will surely affirm that we are indeed living in interesting times. New military conflicts in the Middle East. A [...]

By |October 15th, 2014|
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