What you need to know now for your taxes

May 13, 2013 — This week on For Your Benefit, attorney Tom O’Rourke joins host Bob Leins to discuss tax planning as it relates to all taxpayers now.

O’Rourke is a principal with the law firm Miles and Stockbridge, P.C.

His practice focuses on tax matters involving estate planning and administration, and pension issues.

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He works with clients to assist in meeting their business and financial objectives in the most tax-efficient manner.


The discussion contains two distinct points of view — the CPA approach to taxes and the lawyer’s legal approach.

Together they examine:

  • Why the best time to plan for taxes is before year’s end;
  • How last year’s tax law change will affect your 2013 return;
  • Why estate planning is important for everyone, not just for the wealthy;
  • What are some common, but often overlooked, deductions;
  • How to best deal with IRS letters.