IRS-Based Scams

IRS warning

[icon image=”megaphone” align=”left” width=”45″] [alert style=”danger” close=”false”] [Editor’s Note] Update – All the information  below the next parargraph is from an older post with examples of IRS-based scams. The newest breach of your tax return data from the IRS’ computers is detailed by CNN Money at this link.  I’m just guessing, but I suspect the…

Read More

Are you a “real estate professional”?

Course Information

During tax season, we get a lot of questions about the deductibility of rental real estate losses. There is not a single “sound bite” type of answer as it can depend upon your income level, type of property, and the degree to which you share in the management responsibilities.

Read More

Myths about Taxable Income

Road sign facts vs myths

My Social Security benefits aren’t taxable. Depending on the amount of other income that a taxpayer has to report, their benefits may be taxable – but the maximum amount of Social Security benefits that must be included is 85 percent. I don’t need to report stock sales if I bought other stocks with the proceeds.…

Read More

Why tax year 2014 requires more work

Road sign of the ACA

In March, 2010. President Obama signed the Affordable Care Act. One provision of the Act required that in 2014 all Americans must have qualified health insurance or face a “Shared Responsibility Payment,” more commonly known as the Health Care Penalty. A lesser known amendment to the Act allowed insurance providers and large employers a one-year…

Read More