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208, 2019

Cryptocurrency Taxation

By |August 2nd, 2019|Tax|

Cryptocurrency Taxation Cryptocurrency taxation has come to the forefront of headlines due to a recent IRS announcement. The IRS is sending out 10,000 letters to taxpayers who did not report cryptocurrency income or gave incorrect reports. This leads many to question, what is involved in cryptocurrency taxation? IRS Notice 2014-21 The IRS addressed cryptocurrency taxation in Notice 2014-21. In this notice, the IRS states that the tax rules that apply to other types of [...]

2606, 2019

Estate Tax

By |June 26th, 2019|Tax|

Estate Tax Estate tax is an often-misunderstood form of taxation. In this article, we will try and clear it up. We will go over the basics of what estate tax is and how it works with inheritance and gift tax. Estate Tax Basics Estate tax is a tax on the portion of a deceased person’s estate that exceeds a set amount. This amount changes each year. In 2019 the estate tax limit is $11.4 [...]

2405, 2019

Understanding Schedule A

By |May 24th, 2019|Tax|

Schedule A Schedule A is an attachment to Form 1040 for reporting income. It allows you to claim deductions to lower your tax liability. In this article, we will go over how Schedule A works and what you can deduct with it. The Basics Schedule A is an optional tax form. There are two types of deductions you can take-standard and itemized. The standard deduction is a set amount the IRS allows you to [...]

1204, 2019

Minimize Taxation on Social Security Income

By |April 12th, 2019|Tax|

Minimize Taxation on Social Security Income Many retirees find out the hard way that social security income is taxable. But there are ways that you can minimize taxation on social security income. In this article, we will go over 5 ways to minimize such taxation. Keep Income Below Thresholds Social security income only becomes taxable if your income goes over certain thresholds. The calculation of income is the total of your adjusted gross income, [...]

103, 2019

2018 Last Minute Tax Moves

By |March 1st, 2019|Tax|

2018 Last Minute Tax Moves If the 2018 tax changes left you owing more than you thought you would, all hope is not yet lost. There are still some 2018 last minute tax moves available to you. In this article, we will go over three strategies that might help you save. 1. Contribute to a Traditional IRA You can make contributions to your IRA as late as April 15, 2019 and still have them [...]

1201, 2019

Tax Deductions You Can No Longer Count On

By |January 12th, 2019|Tax|

Tax Deductions You Can No Longer Count On The Tax Cuts and Jobs Act of 2017 enacted changed that start to take effect this tax season. Some of these changes are that there are tax deductions that you can no longer take advantage of. In this article, we are going to go over the tax deductions that are going away. Personal and Dependent Exemptions Personal and dependent exemptions used to allow you to reduce [...]