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Monthly Archives: May 2015

IRS tax audits cut by budget issues

The IRS reports that its enforcement budget has been cut by $254 million, a 5% reduction from the previous year. As a result, the Agency expects to cut the number of individual and business audits it conducts. In 2014 the … Continue reading

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June 15 filing date for U.S. citizens abroad

U.S. citizens and resident aliens living overseas or serving in the military outside the U.S. have a June 15, 2015, deadline for filing their 2014 income tax returns. Taxpayers using this automatic two-month extension for their 2014 filing must attach … Continue reading

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New myRA program now available

A new simplified Roth IRA is the newest retirement plan. The account is called a myRA (short for “my retirement account”). It’s funded by having your employer make direct paycheck deposits to your account. The contributions to your myRA are … Continue reading

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20 million qualify for ACA penalty exemption

According to a Brookings Institution paper on the Affordable Care Act, an estimated 20 million taxpayers who had no health insurance in 2014 will qualify for an exemption from the penalty for failing to have insurance. It’s not known how … Continue reading

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Carried Interest – what is it?

Since the mid-2000’s carried interest has been a hot topic in Washington; crusaded against by politicians for the people, and sidestepped in final legislation. Victor Fleischer was arguably the first academic to bring to light the tax loophole called “carried interest.” He described it … Continue reading

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Is an Offer in Compromise right for you?

If you find yourself in a situation where you owe the IRS more money than you can repay within 72 months, then you might qualify for an Offer in Compromise. That is a program where the IRS will reassess your … Continue reading

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Review your 2014 tax liability to decide whether it’s time to file a new Form W-4 with your employer.

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IRS tax audits cut by budget issues

The IRS reports that its enforcement budget has been cut by $254 million, a 5% reduction from the previous year. As a result, the Agency expects to cut the number of individual and business audits it conducts. In 2014 the … Continue reading

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For effective tax planning, do a midyear review

With summer vacations and warm weather just around the corner, tax planning may not be a priority on your agenda. The problem is that if you wait until December, you cut the time for planning strategies to take effect. But … Continue reading

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