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Archive for December, 2015

Checklist of Requirements for the Real Estate Professional Exception to the Passive Activity Loss Rules

Wednesday, December 30th, 2015

Here’s a checklist to ensure that you can take advantage of the real estate professional exception to the passive activity lost rules.

Checklist of Requirements for Real Estate Professional

Moved South but Still Taxed Up North

Tuesday, December 29th, 2015

Retirees and others from northern states who take up residence in Florida and other sunny, low-tax states should not be surprised when their former home states are reluctant to see them go as taxpayers.

Moved South but Taxed North

Get Transcript

Tuesday, December 22nd, 2015

Follow this detailed step-by-step guide to view your tax account transactions.

Get an IRS Transcript

Last-minute Tax Planning Strategies for the Approaching Year-End

Sunday, December 20th, 2015

Last-Minute Tax Planning Strategies Before Year End

Year-end Tax Tips for Individuals

Saturday, December 19th, 2015

The National Society of Accountants has released some suggested year-end tax tips for individuals.

Yea end tax tips for individuals

Checklist of Things to do Before the End of 2015

Saturday, December 19th, 2015

There are many tax-saving steps that can be taken before the end of this year!  Here is a list of the most important actions that should be taken no later than December 31, 2015 to save on taxes.

2015 Checklist

15 Year-End Income Tax Ideas

Saturday, December 19th, 2015

Take advantage of favorable tax provisions while avoiding potential year-end pitfalls. Here are 15 ways you might save in taxes in 2015.

15 Year End Income Tax Ideas

2015 Year-End Tax Planning Basics

Thursday, December 17th, 2015

As the end of the 2015 tax year approaches, set aside some time to evaluate your financial situation and consider potential opportunities.  Effective year-end planning depends on a good understanding of both your current circumstances and how those circumstances might change next year.

2015 Year End Tax Planning Basics

Year-End Tax Tips for Businesses

Wednesday, December 16th, 2015

The National Society of Accountants offer some year-end tax tips and suggests considering several traditional strategies as well as strategies targeted to your particular business.

Year End business tax tips

7 Signs Your Business May Need a CFO

Monday, December 14th, 2015

Some business owners are hesitant to hire a CFO because of the added expense to pay for the cost of the service.  But hiring a CFO at the right time can actually boost a company’s profits and success.  Here are a few signs that it might be the right time to hire a CFO.

Hiring a CFO