Category Archives: Uncategorized

TMTW #115 Deduct Interest on a Home Never Built

Tax and Money Tip of the Week: Deduct Interest on Home Never Built October 24, 2012 | No. 115 In a recent court case (TC Summ OP.2001-17) the Tax Court allowed an interest deduction for a house that was never built. … Continue reading →

Posted in Uncategorized | Tagged , , , , , | Leave a comment

TMTW #114 – Good Communications is Key to Lowering Taxes

  Tax and Money Tip of the Week: Good Communication is Key to Lowering Your Taxes October 17, 2012 | No. 1134 After over 30 years in the tax business, we continue to find that solid accounting and good communication with … Continue reading →

Posted in Uncategorized | Tagged , , , , , , | Leave a comment

TMTW #113 – Insurance Tip – Accident Forgiveness Rider

  Tax and Money Tip of the Week: Insurance Tip:  Accident Forgiveness Rider on Your Auto Insurance Policy October 10, 2012 | No. 113 I’d like to share a relatively new addition to some insurance companies auto policies:  The Accident Forgiveness … Continue reading →

Posted in Uncategorized | Tagged , , | Leave a comment

TMTW #112 – Is an Irrevocable Life Insurance Trust Right for You?

Tax and Money Tip of the Week Is an Irrecovable Life Insurance Trust Right for You? | October 3rd, 2012 | No. 112 Most of us have some sort of life insurance, so that when we die, our loved ones will … Continue reading →

Posted in Uncategorized | Tagged , , , , , , , | Leave a comment

TMTW #111 – Don’t Mist the October 15th Deadline

Tax and Money Tip of the Week Don’t Miss the October 15th Deadline  | September 26th, 2012 | No. 111 If you need to file a Form 1040 (individual return), the deadline to file is October 15, 2012.  This assumes you … Continue reading →

Posted in Uncategorized | Tagged , , , , | Leave a comment

TMTW #110 – Roth IRA Conversions: Opportunities and Deadlines

Tax and Money Tip of the Week Roth IRA Conversions: Opportunities and Deadlines | September 19th, 2012 | No. 110 Potential increase in federal income tax may make 2012 Roth conversions attractive When you convert a traditional IRA to a Roth … Continue reading →

Posted in Uncategorized | Tagged , , , , , , | Leave a comment

TMTW #109 – Using IRAs to Cover Colleges Expenses

Tax and Money Tip of the Week Using IRAs to Cover College Expenses September 12th, 2012 | No. 109 It’s time for college students to head back to school.  But how are you going to pay for this next year of … Continue reading →

Posted in Uncategorized | Tagged , , , , , , | Leave a comment

TMTW #108 – Time Running Out for Large Gifts

Tax and Money Tip of the Week Time Running Out for Large Gifts in 2012 | September 6th, 2012 | No. 108 Currently, the exemptions for federal gift tax, estate tax, and generation-skipping transfer (GST) tax are at historic highs, and the … Continue reading →

Posted in Uncategorized | Tagged , , , , , | Leave a comment

September 15, 2012 Tax Deadlines: Individual Estimated Taxes and Tax Planning Checkups

Tax and Money Tip of the Week September 15, 2012 Tax Deadlines: Individual Estimated Taxes and Tax Planning Checkups | August 29th, 2012 | No. 107 This is the time of year in our CPA practice that I work with small … Continue reading →

Posted in Uncategorized | Tagged , , , , , , | Leave a comment

TMTW #106 – Tax Planning for 2012

Tax and Money Tip of the Week Tax Planning for 2012 August 22th, 2012 | No. 106 Two weeks ago we discussed upcoming 2013 tax increases due to the health care bill. This week here are some suggestions to consider for … Continue reading →

Posted in Uncategorized | Tagged , , , , , , | Leave a comment