Poor Recordkeeping Means Lost Deductions
01/17/2014Read moreCheck your records to be sure you have the paperwork you need for charitable contributions you want to deduct...
How to Maximize Your Tax Deductions After a Disaster Strikes
01/15/2014Read moreFire, flood, tornado. Violent weather can wreak emotional and financial havoc. If your home, vehicle, or other personal property...
Check Your Children’s Filing Requirements
01/13/2014Read moreYour children may need to file a 2013 income tax return. A return is needed if wages exceeded $6,100,...
Check the Tax Rules Before Lending Money to Relatives
01/10/2014Read moreThere are many worthwhile reasons to lend money to a relative. For example, you may want to help a...
Don’t Overlook the “Nanny Tax”
01/05/2014Read moreAs you review your filing requirements for 2013, make sure you don’t overlook the so-called “nanny tax.” If you...
Employees Get More Than a Paycheck
12/30/2013Read moreSurveys show that employees tend to underestimate the amount of money that their employer is spending on employee benefits....
Are Disability Insurance Benefits Taxable?
12/27/2013Read moreHave you decided to include disability insurance as part of your financial plan? If so, the next decision is...
Small Business Healthcare Tax Credit Update
12/27/2013Read moreThe Small Business Healthcare Tax Credit has been expanded for 2014. The original credit, which dates back to 2010,...
Should I Use a Bank Line of Credit?
12/24/2013Read moreJust exactly what is a bank line of credit and who should be using one? A bank line of...
Stay Alert for Holiday Fraud
12/19/2013Read moreThieves and con artists thrive during the holidays. All that good cheer, all those weary and distracted shoppers, all...
Tax Strategies for Charitable Giving
12/16/2013Read moreNow that the holiday season has arrived, you might decide to step up your charitable donations to boost your...
Time is Running Our for 2013 Tax Cutting
12/13/2013Read moreThere’s not much time left for you to make beneficial tax moves for 2013. Consider these possibilities. * Maximize...
Form 1099 Deadline Approaching
12/09/2013Read moreAs we approach the end of the year, we would like to remind you that 1099 forms reporting certain...
IRS Sends “Possible Income Underreporting” Notices
12/05/2013Read moreForm 1099-K is a new information return sent to businesses by “payment settlement entities” reporting the amount of credit...
“Tip” or “Service Charge” Rule
11/27/2013Read moreRestaurant owners and employees will be affected by an IRS rule going into effect this coming January. The “automatic...
Delay in 2014 Filing Season
11/22/2013Read moreThe Internal Revenue Service has announced a delay of approximately one to two weeks to the start of the...