2015 Year-End Tax Planning for Individuals
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December 2015
Client Bulletin
What’s Inside
Investing for the Long Term
QTIP Trusts Still Offer Advantages
Put Cadillac Health Plans on Your Road Map
Tax Calendar
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For Small Businesses: IRS Raises Tangible Property Expensing Threshold to $2,500; Simplifies Filing and Recordkeeping
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By January 31, 2016, health coverage providers should furnish a copy of Form 1095-B, to you if you are identified as the “responsible individual” on the health coverage.
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Special Issue
2015 Tax Planning Roundup
What’s Inside
Will the Third Shoe Drop?
Year-End Investment Tax Planning
Year-End Family Tax Planning
Year-End Retirement Tax Planning
Year-End Charitable Tax Planning
Year-End Business Tax Planning
Year-End Estate Tax Planning
Tax Calendar
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What’s Inside
Cons and Pros of Roth IRAs
Where to Find Investment Income
Social Media for Business Owners
Tax Calendar
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New Change to FAFSA Rules beginning with 2017-2018 school year to make process easier.
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Past Losses Offer Winning Opportunities
Supreme Court Decision May Affect State Taxes
Ongoing Responsibility for Retirement Plans
Tax Calendar
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Learn more about the Consumer Use Tax in Tennessee
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Tennessee Sales Tax Holiday: No sales tax on certain items purchased over the weekend.
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