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1808, 2018

Windfall Tax Planning Strategies

By |August 18th, 2018|Tax|

Windfall Tax Planning Strategies Receiving a bonus, inheritance, lottery winnings, or any other type of unsuspected windfall can lead to serious tax consequences. You may find yourself in a higher tax bracket, subject to paying Alternative Minimum Tax or disqualified from tax credits or deductions. In this article, we will go over windfall tax planning strategies that will help you deal with these situations. Spread It Out The IRS taxes any bonus you receive [...]

907, 2018

5 Things to do After You File Your Tax Return

By |July 9th, 2018|Tax|

5 Things to do After You File Your Tax Return By thinking ahead, you can get your finances in order now so that you can have an easier time when tax season is here again. Even though you may not want to think about taxes during the offseason, taking a little time now will save you a lot of time and money in the future. In this article, we will go over 5 things to [...]

1705, 2018

Guide to Retirement Income Taxation

By |May 17th, 2018|Tax|

Retirement Income Taxation Retirement income taxation is something that many overlook when planning for retirement. But it is a very important subject that you should not forget about, as it can make a big difference in what you have left to live on. In this article, we will go over the taxation of several sources of retirement income. Tax-Deferred Accounts Tax-Deferred Accounts that are funded with pre-tax money include such accounts as 401(k)s, 403(b)s, [...]

405, 2018

2018 Business Tax Changes

By |May 4th, 2018|Tax|

2018 Business Tax Changes The Tax Cuts and Jobs Act, which became law in December of 2017, cause a major overhaul of previous tax law. This change affects both business and personal taxes. In this article, we will go over 4 of the biggest 2018 business tax changes. 1. Corporate Tax Rates In previous tax years, the corporate tax brackets were on a graduated scale, much like personal tax brackets.Previous corporate tax rates were [...]

1204, 2018

Schedule C: Profit or Loss from a Business

By |April 12th, 2018|Tax|

 Schedule C Schedule C is an attachment to the federal Form 1040. You use this form to report profit or loss from a business that is a sole proprietorship or an LLC that is set up as a disregarded entity with the IRS. Additionally, if you receive a 1099-MISC you will need to file a Schedule C. In this article, we will go over what information you need for your tax preparer to file [...]

303, 2018

Tax Scams to Watch Out For

By |March 3rd, 2018|Tax|

Tax Scams You Should Watch Out For Tax season is in full swing. With this time of year comes many tax scams with people trying to get money or information from you. To help you keep alert, we will go over common tax scams to watch out for and what to do if you are the target of one. Threatening Phone Calls The threatening phone call scam has been going for years and does [...]