Learning Center : Newsletters

Newsletter – April 2017

Tax Filing Deadline Is Around the Corner Article Highlights: Balance due payments Contributions to a Roth or traditional IRA Estimated tax payments for the first quarter of 2017 Individual refund claims for tax year 2013 Just a reminder to those [...Read More]

Published: April 5th, 2017

Newsletter – December 2016

Article Highlights: Holiday Season Charity Gifts Long-form Itemization Required Documentation for Taxes Monetary Donations Property Donations Charity Scams Qualified Charities Only Disaster Scams ID Thieves The holiday season is the favorite time of the year for charities to solicit donations. [...Read More]

Published: December 2nd, 2016

Client Advisor – Fall 2016 – Little-Known Tactic Increases Child Care Credit

When both spouses in a married couple are jointly involved in the operation of an unincorporated business (generally a Schedule C), it is fairly common – but incorrect – for all of that business’s income to be reported as just [...Read More]

Published: November 17th, 2016

Tax Tips News – Fall 2016 – Time to Start Thinking About Year-End Tax Moves

With year-end just around the corner, it is time to think about those last-minute actions you can take to improve your tax situation for 2016. Year-end tax planning is probably something you will want to deal with before the holiday [...Read More]

Published: November 17th, 2016

Client Advisor – Fall 2015 – Safe-Harbor Home Office Deduction

Taxpayers can elect to take a simplified deduction for the business use of the taxpayer’s home. The deduction is $5 per square foot, with a maximum square footage of 300. Thus, the maximum deduction is $1,500 per year. Here are [...Read More]

Published: October 6th, 2015