Proactive Tax Planning

February 9, 2016

529 Plans Enhanced by PATH Act

Congress passed the Protecting Americans from Tax Hikes Act of 2015 (PATH Act) on December 18, 2015. This introduces two…

September 9, 2015

Helping with Unwanted Tax Burdens

While taxes may be due April 15th (or October 15th, if you are on extension), planning for taxes is a…

February 23, 2015

How to Avoid Common Tax Preparation Mistakes

Tax season is upon us, and with it comes the potential for errors when preparing one’s tax return, or even…

February 18, 2015

I’m Retired – What Deductions Can I Take?

At each phase of life, tax obligations change as your circumstances change. In the early working years, filing a tax…

February 12, 2015

Tax Document Checklist: What to Gather Before Doing Your Taxes

The key to successfully preparing your tax return is to gather all the required documents.  Much of the information you…

February 5, 2015

What to Expect from This Year’s Tax Season

The countdown to April 15 has begun and Moneta Group’s Tax Strategies team has prepared an excellent list of things…

November 20, 2014

Year-End Tax Planning: Making the Most of Your Charitable Gifts

As the year end nears, this is a good time to review your charitable gifts to obtain maximum tax benefits….

July 23, 2014

Protect Yourself from Tax Schemes

“Crime doesn’t pay.” But that doesn’t stop criminals from trying. In recent years there has been an uptick in tax…

March 27, 2014

Foreign Bank Account Reporting: Forms You May Need to File

by Brighton Ranney, Tax Strategies At the beginning of the year you probably heard a lot of news about foreign…

February 28, 2014

Kara Harmon featured on STL TV

Moneta Group professional consultant Kara Harmon was featured on STL TV on February 27, 2014. Kara spoke with reporter Sarah…