Does a Tax Deduction and a Tax Credit Result in the Same Tax Benefit?
2021 Tax Laws, 2022 Taxes, Accounting, Tax Planning, Tax Tips, TaxesDoes a Tax Deduction and a Tax Credit Result in the Same Tax Benefit?
Tax lingo, even without getting into the weeds of the Internal Revenue Code, tax regulations, IRS rulings, etc., can be confusing. Two frequently used terms that taxpayers…
Another Rough Tax Season for IRS and Taxpayers?
Tax News, Tax PlanningArticle Highlights:
Rough tax season ahead?
Avoiding processing delays
IRS processing time
Don’t procrastinate
IRS customer service problems
This could be another rough tax season for the IRS and taxpayers. Although this…
10 Tax-Saving Strategies to Consider Before Year-End
2022 Taxes, Tax PlanningArticle Highlights:
Taking Stock of Tax Strategies
Education Tax Credits
Converting a Traditional IRA to a Roth IRA
Minimum Required Distributions
Charitable Contributions
Qualified Charitable Distributions
Health Savings…
Tax Penalties to Watch Out For
Accounting, Tax Planning, Tax TipsArticle Highlights:
Underpayment of Estimated Tax and Withholding Penalty
Required Minimum Distribution Penalty
Late-Filing Penalty
Late-Payment Penalty
Negligence Penalty
Fraud Penalty
Dishonored Check Penalty
Missing…
Avoiding IRS Underpayment Penalties
Tax PlanningArticle Highlights:
Pay-as-You-Earn System
Safe Harbor Payments
Situations Triggering Underpayments
True Safe Harbors
Congress considers our tax system a “pay-as-you-earn” system. To facilitate that concept, the government…
Fall Tax Planning May Be Wise
Tax Planning 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
…
Filing as Married Separate? Better Read This.
Tax Planning, Tax TipsArticle Highlights:
Filing Requirements
Changing Filing Status
Social Security Benefits
Traditional IRA Deductibility
Roth IRA Contribution Restrictions
Higher Education Interest Deduction
Itemized Deductions
Medicare…
4 of the Most Common IRS Tax Problems
Tax Planning, TaxesFor years, politicians have been talking about simplifying the process of filing federal taxes, but despite the promises, the process continues to be complicated and stressful. But as bad as preparing taxes can be, it pales in comparison to…
Tax Ramifications of Disposing of a Vehicle
Tax Planning, Tax Tips, TaxesArticle Highlights:
Trading in a Vehicle
Selling a Vehicle
Gifting a Vehicle
Donating a Vehicle to Charity
If you are buying a new car, are you wondering what to do with the old one? You actually have a number of options, some…
June 2021 Individual Due Dates
Business, Tax PlanningJune 1 - Final Due Date for IRA Trustees to Issue Form 5498
Final due date for IRA trustees to issue Form 5498, providing IRA owners with the fair market value (FMV) of their IRA accounts as of December 31, 2020. The FMV of an IRA on the last…