Kiely Capital Management

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  On Romney’s 2011 Return, HNW Tax Preparer Says, ‘I’ve Never Prepared One This Complicated’

  By Marlene Y. Satter, AdvisorOne  |  September 24, 2012

  One thing that was clear from the 379-page return was the benefit the Romneys have reaped from lower rates on long-term capital gains.

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  14 Big Changes for Tax Years 2011-13: Tax Expert Bernard Kiely

  By Marlene Y. Satter, AdvisorOne  |  March 8, 2012

  Reminders on tax code changes that have already occurred, those that may disappear this year if Congress doesn't act, and what's on tap for 2013, from advisor and tax expert Bernie Kiely.

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  Taxing Sole Proprietors: What Advisors Should Know—Slideshow

  By John Sullivan, AdvisorOne  |  May 25, 2011

  In an increasingly complicated tax environment, how can you protect your practice?

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  Different Tax Day Leads to Taxpayer Dithering

  By Kathleen McBride, AdvisorOne  |  April 14, 2011

  Taxpayers filing later, and confusion surrounding mandatory e-filing and writing checks.

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  Tax Planning Advice: Look at Last Year’s Return—Bernard Kiely

  By Marlene Y. Satter, AdvisorOne  |  March 15, 2011

  A minimum of a two-year trend analysis on a client’s tax returns can pinpoint mistakes and opportunities.

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  Tax Planning Advice: Using the Section 179 Deduction—Bernard Kiely

  By Marlene Y. Satter, AdvisorOne  |  March 14, 2011

  Last year's Small Business Jobs Act increased Section 179 limitations to $500,000 and expanded the definition of qualified property for the 2010 and 2011 tax years.

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  Tax Planning Advice: Handling Bonuses or Capital Gains—Bernard Kiely

  By Marlene Y. Satter, AdvisorOne  |  March 7, 2011

  Tip No. 5: make sure clients inform you immediately--not wait until tax season--when they get a bonus at work or a big capital gain.

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  Tax Planning Advice: Accelerating Expenses—Bernard Kiely

  By Marlene Y. Satter, AdvisorOne  |  March 2, 2011

  For self-employed clients and advisors themselves, consider purchasing necessary supplies for the new tax year into the year just ending.

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  23 Days of Tax Planning Advice: AdvisorOne Special Report

  By James J. Green, AdvisorOne  |  February 28, 2011

  What advisors need to know, and remember, at tax time, and throughout the year, when it comes to tax planning for clients and for themselves.

• Discover Small Business Index: July Confidence Saw Biggest Drop in 8 Months

  By Joyce Hanson, AdvisorOne  |  August 30, 2010

  Small business owners' confidence in the economy soured significantly from July to August in the largest one-month decline since November 2009, according to the Discover Small Business Watch released Monday, August 30.