Resources for Individuals


Tax Planning Resources

  • 2011-2012 Tax Planning Guide

    This Tax Planning Guide provided by Berger Lewis provides year-round strategies to make the tax laws work for you. (PDF; 1.72MB)

  • Education Tax Credits

    This article describes the tax credits that exist for students enrolled in institutions of higher education.

  • Tax Relief Document

    This guide distributed by Berger Lewis provides individuals and business owners with essential information to leverage the 2010 Tax Relief Program. (PDF; 1.27MB)

  • 2011 Tax Year Notes

    This article describes notable considerations for the 2011 tax year.

  • Tax Season: Odds and Ends

    This article provides commentary and observations about current tax issues.

  • Income Tax Q&A

    This article discusses common misperceptions and questions abut income tax.

  • Domestic Partners

    This article describes increased difficulties in filing income tax returns for domestic partnerships.

  • Car-related Tax Breaks

    This article provides an overview of vehicle-related tax breaks, including what vehicle-related expenses are deductible, and the actual-cost method and the mileage-rate method for calculating deductible expenses.

  • Loan Modification, Short Sale and Foreclosure

    This article discusses the tax implications of loan modification, short sale and foreclosure of a principal residence.

  • Medicare Tax

    This article describes the tax impact of the 2010 Health Reform Legislation.

Investment Management Resources

  • Dividend Income and Capital Gains

    This article describes increased taxes on dividend income and capital gains.

  • Qualified Tuition Programs

    This article describes qualified tuition programs that are accounts that are set up to be used to fund qualified higher education expenses of a designated beneficiary.

Retirement/Estate Planning Resources