YYear: December 13, 2017

Planning and Saving for Retirement

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  Individual Retirement Accounts – Roth IRAs A Roth IRA is an individual retirement arrangement. It is a personal savings plan that gives you tax advantages for setting aside money for retirement. An account must be designated as a Roth IRA when opened. We explore some of the common Questions about Roth IRAs, such as; […]

Medical Expense Tips and Kiddie Tax

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  Health Savings Accounts A health savings account (HSA) is a tax-exempt or custodial account set up with a qualified HSA trustee to pay or reimburse certain medical expenses incurred by an individual, his or her spouse, and qualified dependents.  Learn more by clicking on the Download Article link below.       Itemized Deductions […]

Record Keeping Ideas for Tax Purposes

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  Mileage and Expense Log for 2017 When are Transportation Expenses Deductible? Most employees and self-employed taxpayers can follow straightforward guidelines.  Find out more about what qualifies and doesn’t qualify by clicking on “Download Article” button.       Business Expenses Worksheet – 2017   Check out our Business Expenses Worksheet for 2017 by clicking […]

Education Tax Benefits

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  Education Tax Benefits for 2017 If you pay tuition, fees, and other costs for attendance at an eligible educational institution for yourself, your spouse, or your dependent, you may be able to take advantage of one or more of the education tax benefits.  Learn more by clicking on the Download Article link below.   […]

Estimated Taxes – IRS Notices – Can’t Pay Your Taxes – Here’s what you need to know

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  Estimated Taxes – How to meet the federal requirements The federal income tax is a pay-as-you-go tax. You must pay the tax as you earn or receive income during the year. There are two ways to pay as you go, either by employer withholding or estimated tax payments.  Learn more by clicking on “Download […]

Crowdfunding – Identity Theft – Tax Scams – How to Protect Yourself

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  Crowdfunding is an exciting new way to raise funds From a Fundraising perspective there’s lots to get excited about.  From a Tax perspective there are lots of questions that have not been resolved.  Learn more about this exciting new area by clicking on “Download Article” button.       Identity Theft and Your Taxes […]

Charitable Contributions and Your Taxes

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  Charitable Contribution Guide for 2017 Qualified charitable organizations include nonprofit groups that are religious, charitable, educational, scientific, or literary in purpose, or that work to prevent cruelty to children or animals.  Find out more about what qualifies and doesn’t qualify by clicking on “Download Article” button.       Check out our Charitable Cash […]

Inherited IRAs, Death of a Taxpayer, Estate and Gift Taxes

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  Individual Retirement Accounts – Inherited IRAs Taxpayers generally must begin withdrawing money from their IRAs or retirement accounts upon reaching age 70 1/2.  The Required Minimum Distributions (RMD) is the minimum amount that must be withdrawn each year.  Find out more about how this is calculated as well as other rules specific to Inherited […]

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