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Monthly Archives: April 2015

IRS limits 2015 IRA rollovers to one-per-year

Rollovers between IRA’s are now limited to one-per-year as of January 1, 2015. The decisions are the result of abuses by persons who were kiting successive serial rollovers, and therefore enjoying the premature use of IRA funds for periods much longer … Continue reading

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Selling on the Internet

So you say you sold a few things on the internet? To you this may be a hobby, but if your internet sales are regular and recurring you might fit the IRS definition of a business. Protect yourself by understanding … Continue reading

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Holders of foreign financial accounts

If during 2014 you had foreign financial accounts that together totaled $10,000 or more then you must file the Treasury Department’s FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). The FinCEN Form 114 is due by Jun … Continue reading

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Changes in your Marketplace health coverage

If your Marketplace sent you a corrected Form 1095-A then you need to contact our office so that we can determine if an amendment to your 2014 tax return would be beneficial. The IRS is not requiring that you amend … Continue reading

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Details matter in divorce negotiations

Divorce can be an emotionally draining process. If you are in the middle of one, you probably just want it to be over. But be careful. Divorce has serious tax implications, and the choices you make now may affect you … Continue reading

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