Cook Wealth Management Group

Tax Planning

Need Money From Your IRA?

If you’re thinking about withdrawing from your retirement account, make sure you consider all the tax implications first. You may be surprised by the IRS rules, and the exceptions.


Estimated Taxes – Can You Catch Up?

The first two estimated tax payment deadlines for 2010 have come and gone. Are you running behind?


Safeguard your Tax Records from Hurricane Damage

For those of us on the east coast, hurricane season occurs each June through November. What precautions do you take to ensure your tax documents are safe from damage?


Running Late? Filing After April 15th

If you haven’t filed your return, do you know the consequences? How to file an extension or amend your return? If April 15 was too early for you this year, here are a few options.


2010 Retirement Contributions

Questions about retirement contributions? Review this brief overview of maximums for 2010.


What Questions Should I Consider When Selecting a Tax Preparer?

Who better to prepare your tax return than the same professionals who work with your finances throughout the year? Before choosing a tax preparer, ask the following questions


Make Tax Filing Easier on Yourself and Your Accountant

Whether you’re having an accountant prepare your returns or preparing them yourself, here are a few suggestions to make tax filing a little easier this year.


2010 Tax Calendar

Feeling overwhelmed by the upcoming tax year? Read on for a list of 2010 tax due dates.


Ten Year End Tax Tips

The new year is quickly approaching! Here are a few ideas for potential last minute tax savings.


Tax Strategies for the “Sandwich Generation”

Americans are now living longer and starting families later, making way for the Sandwich Generation – those who care for their kids and their parents, often within the same household.


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