Michael Maye is the founder and president of MJM Financial Advisors (www.mjmfinadv.com), a registered investment advisory firm in Berkeley Heights, N.J. He is a member of the National Association of Personal Financial Advisors (NAPFA) and has been a speaker covering tax topics at NAPFA's national and regional conferences. Maye has also been a frequent contributor to the Star Ledger of New Jersey's "Biz Brain" and "Get With the Plan" articles. In addition to NAPFA, he is a member of Financial Planning Association, American Institute of Certified Public Accountants, New Jersey State Society of CPAs and the Estate Planning Council of Northern New Jersey.
Tax law passed in December extends the qualified charitable distributions rule through this year.
Tax preparers won't always ask for every self-reported document. Be proactive or leave money on the table.
Look at putting asset classes and underlying investment vehicles where they will be most tax efficient.
Small-business owners' 1099 reporting will expand dramatically in 2012 unless Congress acts soon.
Donating qualifying highly appreciated securities can be rewarding spiritually and taxwise.
Don't fire up your shredder just yet, but taxpayer burdens for cost basis reporting will soon be lifting.
State income taxes are but one of many factors to evaluate when planning a Roth IRA conversion.
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