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Topics of Interest

 

 

Welcome to the Resource Center. Visit this area to find out what is new in Taxes or gain insight in Business Management.                                      

Topics will be continually added to this area based upon your needs. If there is a topic you would like to see added, please send an email by clicking below. Your feedback is important.

Tax Topics

GAMBLING INCOME & LOSSES

What gambling winnings and losses are reportable?

FLIPPING HOMES FOR A PROFIT

Bad news for folks who "flip" properties.

INDEPENDENT CONTRACTOR VS. EMPLOYEE

Which one are you?

DEALING WITH THE IRS

Unable to understand your IRS notice?

INDIVIDUAL RETURN KEY FILING DATES

Key Federal filing dates for Individuals are listed here.

RECORDKEEPING REQUIREMENTS

If your attic is getting filled up with old records, perhaps this will help.

ESTIMATED TAX

Do not forget about your Estimated Taxes.

MARKETPLACE FAIRNESS ACT

Online retailers to collect state sales tax.

HOME ENERGY CREDITS

The limits and extensions.

TAX BENEFITS FOR EDUCATION

American Opportunity, Hope, Lifetime Learning Credit / Tuition/Fees and Student Loan Interest Deductions

LONG-TERM-CARE PREMIUM DEDUCTIONS

The limits on deducting long-term-care premiums.

CHARITABLE DONATIONS

Substantiating your contributions.

TAX PLANNING TIPS FOR 2020 AND BEYOND

Begin preparing NOW for your future.

Client Advisor

AVOIDING MONEY SCAMS ONLINE

If it sounds "to good to be true", IT IS.

TELEMARKETING CALLS

What should I do with those calls?

IDENTITY THEFT

Now what do I do?

SWISS BANK ACCOUNTS

Are you a U.S. citizen with a Swiss bank account?

HEALTH CARE LAWS

Top 5 things you should know.

Smart Finance

10 BIGGEST MISTAKES FOR SMALL BUSINESSES

SUCCESS = NOT making these mistakes.

10 MOST COMMON FAILURES IN PERSONAL FINANCIAL PLANNING

According to a general consensus....

11 TAX AUDIT RED FLAGS

Don't be a prime target.

SMART BANKING

Have you noticed that most major banks are announcing record profits? What can you do to become a smart bank shopper? Here are some tips.

7 DEADLY FINANCIAL SINS

What to do or not to do with your money.