Tag Archives: Money Tip

Money Tip – Investing 101

Posted on August 17, 2011 by taxblogger

This week we will start a series on investing concepts.

This series is not intended as investment advice, but only a general discussion of investing in the new millennium and in the age of the Internet, High Frequency Trading, and Machines.

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Individual Estimated Taxes and Tax Planning Checkups

Posted on August 3, 2011 by taxblogger

This is the time of year in our CPA practice that I work with small business owners and individuals to perform tax checkups to help them project their tax liabilities for 2011 and make tax saving recommendations of moves they can make between now and December 31, 2011. Continue reading →

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What Records should I keep?

Posted on July 27, 2011 by taxblogger

This week we will discuss a question that I get in my CPA practice a lot:
How long should I keep certain records?
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Insurance Tip: Accident Forgiveness Rider

Posted on July 20, 2011 by taxblogger

I’d like to share a relatively new addition to some insurance companies auto policies: The Accident Forgiveness and/or Violation/Ticket Forgiveness Rider. Continue reading →

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Throwing Out the Old rules of Money #5

Posted on June 29, 2011 by taxblogger

Leasing vs. Buying a Car……
When Leasing is Better than Buying a Car
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Throwing Out The Old Rules of Money

Posted on June 21, 2011 by taxblogger

Conventional college-savings advice: The best way for grandparents to contribute to a grandchild’s education is a 529 college savings plan. These state-operated plans are designed to help families set aside funds for future college costs by offering tax breaks.
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Throwing Out The Old Rules of Money

Posted on June 20, 2011 by taxblogger

Today we are returning to our series, “Throwing Out the Old Rules of Money” with Tip #3 Regarding Long Term Care Insurance (LTC).

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Throwing Out The Old Rules of Money #2

Posted on May 11, 2011 by taxblogger

Retirement Planning Old School Wisdom: Convert your traditional IRA to a Roth IRA

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Senate Approves the 1099 Repeal

Posted on April 20, 2011 by taxblogger

On April 5th, the Senate passed legislation to repeal both the expanded Form 1099 information and reporting requirements mandated by last year’s health care legislation. The Act (HR4) repeals the expansion of information reporting requirements for payments of $600 or more to corporations. Continue reading →

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Coverdell Education Savings Accounts

Posted on April 12, 2011 by taxblogger

If you meet designated income limits, you can contribute $2,000 annually to a Coverdell Education Savings Account. Although contributions are not deductible, all earnings and withdrawals are tax-free, providing that you use the money for qualified education expenses, including those for kindergarten through high school. Continue reading →

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