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On a frequent basis, Tom Curran discusses investment and tax planning topics which he finds to be relevant to Curran Wealth Management's outlook and strategy.

We also hold regular teleconferences and presentations ("Curran Events") that can be attended via web or telephone.
Curran Events are always recorded and replays can be found on this page.

Please feel free to contact us with your views and comments, or topics you would like discussed at an upcoming Curran Event.

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What to Do If You Receive a Dreaded IRS Letter

If you receive an IRS notice, your first step should be to not panic. You may have overlooked a capital gain or income statement. It is also possible that the IRS has caught someone else using your SSN to file or otherwise steal your identity.

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Eldercare Can Be A Medical Deduction

People are living longer now than ever before. Many individuals are serving as care providers for loved ones who cannot live independently. They often have questions regarding the tax ramifications associated with the cost of such care.

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Why Tax Basis Is So Important

Tax basis is a complicated topic relating to many types of assets. Basis is not always equal to the original purchase cost. It is determined in a different way for purchases, gifts, and inheritances and you can’t always depend on others have the information required.

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Disappointed in Your Tax Refund?

If your tax refund is less than you anticipated, you are not alone. In a report issued by the Treasury Department on February 14th, the average refund it is paying in 2019 has dropped to $1,949 from $2,135 in the prior year.

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2018 Retirement Contribution Opportunities

Did you know that you can make retirement savings contributions after the close of the tax year and that these contributions may be deductible? With the April tax deadline in the near future, the window of opportunity is closing to maximize contributions to retirement and special-purpose plans for 2018.

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IRS Giving a Break to Some Taxpayers Who Under-prepaid Their 2018 Taxes

The late 2017 passage of tax reform that became effective for 2018 and its radical changes added considerable confusion for taxpayers trying to determine how much they should prepay for 2018. As a result, there has been ongoing concern by the IRS that many taxpayers will end up owing tax this year when they file their 2018 returns...

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Big Tax Changes for Divorce Decrees after 2018

For divorce agreements entered into after December 31, 2018, or pre-existing agreements that are modified after that date to expressly provide that alimony received is not included in the recipient’s income, alimony will no longer be deductible by the payer and won’t be income to the recipient.

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How Long Should You Hold On To Old Tax Records?

In an ever changing landscape of technology and electronic filing of documents, how long should you keep a paper copy or an electronically stored copy of your tax records? Generally, taxpayers should hold on to their tax records for at least 3 years unless...

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Overview of Federal and New York Estate Tax

For the majority of tax paying individuals, federal estate tax will not be an issue for them while the Tax Cut and Jobs Act of 2017 legislation is still in place. It is recommended that individuals review their estate planning documents to make sure they still achieve a desirable goal in light of the new laws.

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Will Gifts Now Harm Estates After 2025?

Tax reform virtually doubled the unified gift-estate exclusion for years 2018 through 2025. This has caused concerns related to what the tax consequences will be for post-2025 estates if the decedent, while alive, had made gifts during the 2018-through-2025 period utilizing the higher unified gift-estate exclusion.

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