Are You Optimizing Your Retirement Contributions? We all know two facts of old age: Social Security won’t be able to support us when we retire. We will be living longer. What will you do to ensure your retirement is financially secure? Let’s start with a…
Small-Business Owners: Here Are 9 Ways to Update Your Bookkeeping Skills Recently, a group of enrolled agents (EAs) discussed the most lucrative areas of billing in our tax practices. Do you want to know the one area guaranteed to generate a solid stream of fees…
Tax Filing Deadline: Last-Minute Tax Mistakes To Avoid You’re sitting there gloating, aren’t you? You filed your tax return ages ago—and already have your refund, right? Well, some people are just a bit slower, perhaps for good reason. There is one tax benefit you can…
It’s Time to Review Your Payroll Withholding Recently, I visited my friends at the IRS for our Stakeholder Liaison meeting. This group of representatives from a variety of tax associations is privileged to exchange ideas with the IRS. The IRS updates us on current changes,…
Weird Taxes Affecting You Right Now As you probably learned in middle school history class, the formation of the United States of America was precipitated by just one tax too many from the British—the Stamp Act led to an infamous Tea Party and, ultimately, a…
Estate Tax Update: How Will the Estate Tax Affect You? It’s safe to die this year—but what about next year? This year, some very wealthy people have died: Mitch Miller, George Steinbrenner, John Wooden, Senator Robert Byrd, General Alexander Haig, and Walter Frederick Morrison, inventor…