February 18, 2015

Phone Scams During Tax Season

Warning: Watch out for aggressive phone scams again this tax season The Treasury Inspector General for Taxpayer Administration (TIGTA) is warning taxpayers about one particular category […]
February 5, 2015

Qualifications for Health Insurance Exemption

If you didn’t have health insurance in 2014 or the insurance you had did not meet minimum requirements, you may have to pay a penalty on […]
January 21, 2015

Not all “Income” is Taxable

There are several sources of revenue that are not subject to income tax. Here are the most common sources of money that are not taxed on […]
January 15, 2015

Check Your Tax Withholding

Remember to review your tax withholding for 2015! Withholding too much tax from your wages isn’t a smart financial move. Review how much you’re having withheld […]
January 7, 2015

2015 Deadline for 1099s

February 2 is the deadline for 1099 reporting. Form 1099s must be filed by businesses each year. This year the deadline for filing falls on February […]
January 2, 2015

IRS Issues “Household Tax” Reminder

The IRS reminds taxpayers not to overlook their responsibilities under the “household tax.” If you employed a housekeeper, nanny, gardener, or other household worker in 2014, […]
December 22, 2014

You May Have a Deduction for Moving Expenses

If you moved in 2014 because of a new job location, you may be entitled to a tax deduction for your moving expenses. To qualify for […]
December 12, 2014

Age Matters in the World of Taxes

Are you aware of the numerous age-related provisions in the IRS code? They are probably more plentiful and significant than you thought. Here are a few […]
November 14, 2014

Don’t forget to take your RMD

Did you celebrate your 70½th birthday in 2014? Do you have a traditional or rollover IRA? If both answers are yes, the deadline for taking the […]