Understanding Tax Lingo

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Article Highlights  Filing status. Adjusted gross income (AGI). Taxable income. Marginal tax rate. Alternative minimum tax (AMT). Tax Credits. Underpayment of estimated tax penalty. When discussing taxes, reading tax…

November 2021 Individual Due Dates

November 10 - Report Tips to Employer If you are an employee who works for tips and received more than $20 in tips during October, you are required to report them to your employer on IRS Form 4070 no later than November 10. Your employer…

Tips to Get Your Startup Off the Ground

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Tips to Get Your Startup Off the Ground One of the most important things to understand about being a startup entrepreneur is that there is no “one size fits all” approach to what you're doing. Everyone's path is different, and you need…

Employers Hiring New Employees May Be Able to Claim a Work Opportunity Tax Credit

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Article Highlights:  Potential Credit Eligible Employees Credit Determination Certification Process Other Issues The Covid-19 pandemic has had a significant impact on the labor market – mandated government lockdowns and…

Education Credits are for Children? Think Again!

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Article Highlights: Who Qualifies for Education Credits American Opportunity Credit Lifetime Learning Credit Qualifications Who Gets the Credit 1098-T Qualified Expenses If you think that education credits are just…

The Ins and Outs of Bookkeeping: All the Best Practices to Get the Best Financial Outcome From Your Organization 

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If you had to make a list of some of the most critical elements of running a business that most new entrepreneurs don't think enough about until it's far too late, bookkeeping would undoubtedly be right at the top. On a surface level, bookkeeping…

Fall Tax Planning May Be Wise

 Article Highlights: Maximize Education Tax Credits Employer Health Flexible Spending Accounts Maximize Health Savings Account Contributions Convert Traditional IRAs to Roth IRAs Don’t Forget Your 2021 Minimum Required Distributions …

How Understanding the ‘Rule of 72’ Helps You Make Personal Finance Decisions

Though everybody wants their money to grow, few people understand the best way to make that happen. It’s all about where you choose to put your money and the rate of growth you’re able to achieve over a period of time. When you’re trying…

The IRS Backlog Is Causing Taxpayer Heartburn

Article Highlights: COVID-19 and Tax-Return Processing Delays Congress Helped to Create the Backlog Taxpayer Advocate’s Assessment Backlog Before the COVID-19 pandemic, the IRS was getting refunds out swiftly and responded…

Filing as Married Separate? Better Read This.

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Article Highlights: Filing Requirements Changing Filing Status Social Security Benefits Traditional IRA Deductibility Roth IRA Contribution Restrictions Higher Education Interest Deduction Itemized Deductions Medicare…