Monthly Archives: March 2015

No Fooling – Don’t Forget to Take Your First “Required Minimum Distribution” by April 1st

March 26, 2015
Generally, if you turned 70 ½ during 2014 and have a traditional IRA or other qualified retirement plan, you will need to take your first required minimum distribution (RMD)[1] by April 1 of this year.[2] This rule applies whether you actually need the money or not. You may be surprised ...
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Patricia Weisgerber
Written by: Patricia Weisgerber
Categories Excise Tax on Excess Accumulation, Required Minimum Distribution, Tax Issues for Retirees, Tax Planning, Tax Return Preparation

Practice Tips for New Tax Associates

March 18, 2015
We are tax law specialists with a focus on international and Massachusetts taxation. I have drafted this memorandum to help new tax associates understand what is expected of them. This memorandum covers tips on drafting effective tax documents; complying with tax ethics; and dealing with unanticipated tax issues. Disclaimer This ...
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Morris Robinson
Written by: Morris Robinson
Categories Law firm management, Tax attorneys