Income Tax


Jun 2014

June 30 Tax Deadline for Foreign Accounts

For taxpayers who have more than $10,000 at any time during the year on deposit in a foreign bank, remember to file FinCEN Form 114, Report of Foreign Bank and Financial Accounts by June 30, 2014.


Jun 2007

North Shore Financial Advisor Presents to Illinois CPA Society

This inaugural conference presentation was unique as it brought together business owners as well as professionals in the fields of business valuation, mergers and acquisitions, technology, personal financial planning, law and accounting to show how all these areas are impacted as a business owner considers his or her ownership succession strategies.


Jan 2001

The Ins and Outs of Charitable and Family Gifting

With the drama of the election over and the Bush administration falling into place, the subject of tax reform is once again merrily bubbling away. Though its priority seems to shift from day-to-day, tax reform seems to have some degree of staying power. This month's program will focus on the subject of gifting, both to family members and charities, and its advisability in this time of uncertainty.