Tag Archives: Tax Planning

TMTW #163 – Year End Tax Planning

Posted on November 20, 2013 by taxblogger

Tax and Money Tip of the Week: Year-End Tax Planning November 20, 2013 | No. 163 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 … Continue reading →

TMTW #153 – Be Aware of the RMD Rules

Posted on September 11, 2013 by taxblogger

Tax and Money Tip of the Week: Be Aware of the RMD Rules September 11, 2013 | No. 153 An article from the Investor’s Business Daily contains some important information related to Required Minimum Distributions for Traditional IRAs and Roth … Continue reading →

Posted in Tax and Money Tip of the Week | Tagged IRA, North Carolina CPA, Raleigh CPA, Required Minimum Distribution, RMD, Roth IRA, Tax and Money Tip of the Week, Tax Planning | Leave a comment

TMTW #152 – Don’t Miss the October 15th Deadline

Posted on September 4, 2013 by taxblogger

Tax and Money Tip of the Week: Don’t Miss the October 15th Deadline | September 4, 2013 | No. 152 Final Filing Deadline Reminder If you need to file a Form 1040 (individual return), the deadline to file is October 15, … Continue reading →

Posted in Tax and Money Tip of the Week | Tagged North Carolina CPA, October 15th tax deadlines, Raleigh CPA, Tax and Money Tip of the Week, Tax Deadlines, Tax Planning, tax tip | Leave a comment

TMTW #151 – Don’t Miss the September 15th Deadline

Posted on August 28, 2013 by taxblogger

Tax and Money Tip of the Week: Don’t Miss the September 15th Deadline | August 28, 2013 | No. 151 Final Filing Deadline Reminder If you need to file a Form 1065 (partnership return), Form 1120S (S corporation return) or Form 1041 … Continue reading →

Posted in Tax and Money Tip of the Week | Tagged North Carolina CPA, Raleigh CPA, September 15 tax deadlines, Tax and Money Tip of the Week, Tax Deadlines, Tax Planning, tax tip | Leave a comment

TMTW #150 – The Many Advantages of Roth IRAs

Posted on August 21, 2013 by taxblogger

Tax and Money Tip of the Week: The Many Advantages of Roth IRAs | August 21, 2013 | No. 150 The most flexible savings retirement account of all…. As tax rates increase, the Roth individual retirement account keeps looking better and … Continue reading →

Posted in Tax and Money Tip of the Week | Tagged Money Tip, North Carolina CPA, Raleigh CPA, Roth IRA, Tax and Money Tip of the Week, Tax Planning, tax tip | Leave a comment

TMTW #148 – September 15, 2013 Tax Deadlines: Individual Estimated Taxes and Tax Planning Checkups

Posted on August 7, 2013 by taxblogger

Tax and Money Tip of the Week: September 15, 2013 Tax Deadlines: Individual Estimated Taxes and Tax Planning Checkups | August 7, 2013 | No. 148 This is the time of year in our CPA practice that I work with small … Continue reading →

Posted in Tax and Money Tip of the Week | Tagged North Carolina CPA, Raleigh CPA, Tax and Money Tip of the Week, Tax Deadlines, Tax Planning, Year-End tax planning | Leave a comment

TMTW #145 – Good Communication is Key to Lowering Your Taxes

Posted on July 18, 2013 by taxblogger

Tax and Money Tip of the Week: Good Communication is Key to Lowering Your Taxes July 18, 2013 | No. 145 After over 30 years in the tax business, I continue to find that good communication with the CPA is the … Continue reading →

Posted in Tax and Money Tip of the Week | Tagged Money Tip, North Carolina CPA, Raleigh CPA, Tax and Money Tip of the Week, Tax Planning, tax tip | Leave a comment

TMTW #144 – Making Charitable Contributions Directly from Your IRA

Posted on July 10, 2013 by taxblogger

Tax and Money Tip of the Week: Making Charitable Contributions Directly from Your IRA July 10, 2013 | No. 144 I recently spoke with a client who wanted to know whether he could still make a contribution from his IRA directly … Continue reading →

Posted in Tax and Money Tip of the Week | Tagged Charitable Contribution, IRA, North Carolina CPA, QCD, Qualified Charitable Distribution, Raleigh CPA, Required Minimum Distribution, RMD, Tax and Money Tip of the Week, Tax Planning, tax tip | Leave a comment

TMTW 134 – Preparing for the 3.8% Medicare surtax

Posted on March 27, 2013 by taxblogger

Tax and Money Tip of the Week: Preparing for the 3.8% Medicare Surtax | March 27, 2013 | No. 134 An interesting and timely article from the Investment News – Devising Strategies for the 3.8% Medicare surtax Questions or Comments? … Continue reading →

Posted in Tax and Money Tip of the Week | Tagged Medicare surtax, North Carolina CPA, Raleigh CPA, Tax and Money Tip of the Week, Tax Planning, tax tip | Leave a comment

TMTW 125 – QCD’s for 2012 available thru 1/31/13

Posted on January 16, 2013 by taxblogger

Tax and Money Tip of the Week: Qualified Charitable Distributions for 2012 Available through January 31, 2013! | January 16, 2013 | No. 125 While most of the tax law changes that were recently passed effect 2013 and future years, … Continue reading →

Posted in Uncategorized | Tagged American Taxpayer Relief Act, North Carolina CPA, Qualified Charitable Distribution, Raleigh CPA, Tax and Money Tip of the Week, Tax Planning, tax tip, Year-End tax planning | Leave a comment