IRS offers a clean slate for the past. . .

IRS Form 1099

Last year’s tax returns included two new questions. They both pertain to 1099 payments and, if unanswered, prevented you from E-Filing. If you’ve worried about 1099 vs employee problems with the IRS, there’s now a chance to wipe the slate of the past clean and start over. IRS is willing to forgo the audit of…

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A Cliff Notes Summary of the Fiscal Cliff Law

Man stepping off the fiscal cliff

We’ve reviewed the 157 page sorry excuse for a err I mean problem-solving bill Congress passed last night. Sorry that it is (raises taxes, but no spending cuts to speak of), we at least have an idea of what’s coming in 2013. Here are the main (but not all)  areas that will effect your return…

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If you read nothing else this year . . .

Road warning sign on fiscal cliff

be sure to read our letter to clients on how to plan for 2013. This link will take you there.   See the effect on your family in 2013 (Click Here) or use our fiscal cliff calculator with the numbers from your 2011 return. 

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Two words that can change your child’s inheritance

Perstripes example

Knowing a little Latin can save you a lot of money. In this case, a little Latin in not a short resident of Greece, but an important legal term that you may see in your will. The term per stirpes, along with its legal cousin, per capita, refers to how an estate is passed along…

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Doing business away from your home state? Here’s a handy tool for all 50 states,

Did you ever wish that when you do business in another state, you could quickly check the forms, filing requirements, etc. for that state with one click? The tool below should be just what you need. Using the scroll bars, find the state you wish to check and then click on it. You’ll be linked…

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IRS to Washington – Get your act together or no returns processed until March

Jar with money

You have to admire one thing about acting IRS Director Steve Miller. As the head of IRS, he warned Congress that certain tax returns will not be processed until March of 2013.  Why make this threat? Because twice in the past when the AMT patch has expired, it has been reinstated retroactively. The IRS made…

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Small business dodges an IRS bullet

Calculator

It might be more appropriate to say that we small business owners dodged a boomerang because this issue is coming back in 2014. Our regular readers know that we sent a red alert out a few weeks ago about the most harmful tax regs that we’ve seen in a long time. You can refresh your…

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Will your Key Data survive a disaster?

Portable Hard Drive

By Guest Editor Rick Viall  rviall@viallins.com A good friend of mine who is a claims adjuster is seeing it over and over. People have lost their business data in hurricane Sandy. Even if they can dry out their place of business and get restocked they will not be able to file a tax return and…

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The fiscal cliff effect by age groups

Whether you are single, married, working your way through college, or settled in your career. This infographic from today’s Wall Street Journal shows the financial loss you’ll feel in 2013. Begin your tax planning now to avoid a painful new year. Be aware that these are averages. Your tax effect may be larger. [Be sure to click…

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