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Category Archives: Uncategorized

Medical Caregivers Working in Your Home

If a loved one needs medical assistance within your home and you want to take the expense as a medical deduction, who you pay and what you are paying for makes a difference. The person receiving care must require that … Continue reading

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What the Tax Reform Act Means for You

Congress has passed a tax reform act that will take effect in 2018, ushering in some of the most significant tax changes in three decades. There are a lot of changes in the new act, which was signed into law … Continue reading

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Last-minute Year-end moves in light of Tax Cuts and Jobs Act

Congress is enacting the biggest tax reform law in thirty years, one that will make fundamental changes in the way you, your family and your business calculate your federal income tax bill, and the amount of federal tax you will … Continue reading

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Taking Advantage of the Tax Law Changes

If you itemize in 2017, and you have itemized deductions that are just over the standard deduction floor, you will probably take the larger standard deduction in 2018. If this is the case, make some of next years payments that … Continue reading

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The Medicaid Asset Protection Trust

If you need healthcare that you cannot afford, then the government expects you to use your money until it is gone, and then use up your assets until those are gone, and Medicaid will pay for the rest. If you … Continue reading

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A Tax Strategy Just Right for You

In our line of work we hear a lot of things like, “This country needs a flat tax or a national sales tax. The IRS is out of control with this complicated tax code – why you’d have to be … Continue reading

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Observations: Corporation vs. Limited Liability Company (LLC)

A regular question we hear is, “Should I have an LLC or a Corporation for my business?” That depends on your organizational goals, tax strategy and how you plan to protect yourself from potential liabilities. The following information is incomplete … Continue reading

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Storm Victims E-file Deadline NOV 18

Storm victims have until Saturday, November 18, 2017 to e-file 2016 tax returns. After November 18 all tax returns will have to be mailed. The IRS will be shutting down it’s e-file system for annual update after November 18. Storm … Continue reading

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The Cohan Rule

This is a common law rule that allows a taxpayer to use a reasonable estimate of business expenses based on some factual foundation, when they are unable to produce records of said expenses. The legal citation is Cohan vs. Commissioner, … Continue reading

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Tax Credits for Qualified Plug-In Electric Motor Vehicles

You can get a Federal tax credit of up to $7,500 when you buy a Qualifying Vehicle. It must be an electrically powered motor vehicle for street use, no golf carts. The weight must be less than 14,000 pounds. It … Continue reading

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