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Tax Compliance
With your wealth dispersed through many channels, it may be difficult to track the rules that govern your investment and financial decisions. However, with the increasing number of regulations and penalties out there, tax compliance is important to staying on track.
Your goals needn't conflict with your obligations however - BPM's tax experts are deeply experienced in compliance and reporting work for our individual tax clients. For over 25 years, we have proactively managed our clients' financial plans, ensuring that they are in full compliance with the laws to avoid any unnecessary expense and paperwork. Ultimately, we will ease your minds and clear up your concerns.
Return of the Estate Tax Brings Tremendous Planning Opportunities
With the recent enactment of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, the estate tax has been made mandatory for 2010, 2011, and 2012. More details follow in the article.
Roth IRA Conversion: Cutting
to the Chase
There are many variables to consider when contemplating converting your traditional IRA to a Roth IRA.
Defending Owner's Compensation
The IRS will often contest owner-set compensation. There are different ways to defend your decision.
