Apr 3, 20183 min read
Minimizing Tax on Social Security Benefits
Article Highlights: Income as a Factor Filing Status as a Factor Benefits Taxable up to 85% Base Amounts Deferring Income Maximizing IRA...
Article Highlights: Income as a Factor Filing Status as a Factor Benefits Taxable up to 85% Base Amounts Deferring Income Maximizing IRA...
April 2 - Electronic Filing of Forms 1098, 1099 and W-2G If you file Forms 1098, 1099 (other than 1099-MISC withan amount in box 7), or...
April 1 - Last Day to Withdraw Required Minimum Distribution Last day to withdraw 2017’s required minimum distribution from Traditional...
Article Highlights Estate Tax Exemption Unused Exemption Portability Annual Gift Tax Exemption Check Your Beneficiaries Note: This is one...
Article Highlights: What to Do If You Can’t Pay Loans Credit Card Payments IRS Installment Agreements Retirement Funds If you aren’t one...
Article Highlights 24/7 Access Quick Posting Direct Deposit Necessary Information If you have already filed your federal tax return and...
Article Highlights: Deferring Tax with Like-Kind Exchanges Changes Made by Tax Reform Note: This is one of a series of articles...
Article Highlights: Virtual Currency Valuation Transactions Character of the Gain or Loss Foreign Currency Transactions Foreign Bank and...
Article Highlights: ABLE Account Tax-Deferred Accumulation Contribution Limits Tax Reform Changes Beneficiary Contributions Saver’s...
If creating a start-up business were an easy thing to do, then a lot more people would be doing it. For those who make the decision to...
Article Highlights: Sec 199A Deduction Qualified Business Income Threshold Specified Service Businesses Limitations Wage Limit...
March 1 - Farmers and Fishermen File your 2017 income tax return (Form 1040) and pay any tax due. However, you have until April 17 to...
March 12 - Report Tips to Employer If you are an employee who works for tips and received more than $20 in tips during February, you...
Article Highlights: Foreign Corporations Deferred Dividends Previous Law Deferred Income Now Taxable Reduced Tax Rates Payment Plan...
Article Highlights: Excess Business Loss Computing the Loss Limits Net Operating Losses (NOL) NOL Carryovers Note: This is one of a...
Article Highlights: Business Entertainment Expenses Business Meals Directly Related To Test Associated With Test Employee Meals Note:...
Article Highlights: Mortgage Insurance Premiums Above-the-Line Education Expenses Exclusion of Home Cancellation of Debt Income Credit...
Article Highlights: Casualty Losses Deduction Suspension Disaster Related Casualty Losses Insurance Coverage Note: The is one of a series...




