Tax Strategies

The Latest

  • June 25, 2013

    Ever heard the saying “There is no such thing as a free lunch?”

    Well, it can be true for the IRS, because if your employer provides that lunch free of charge, then the IRS could tax you on it.

    ...

  • June 19, 2013

    If you are counting on your tax refund to help you pay the bills, that probably means you don’t have a lot of extra cash to employ an accountant. Fortunately, there are an...

  • May 9, 2013

    When I get a letter from the IRS — and yes, it’s happened — I get a chill. Am I in trouble? Did I miss a deadline or overlook a tax? I hate to open the envelope.

    But you've got to open it and face the question right away. If you throw the...

  • May 9, 2013

    Just when you may have thought that federal tax policy was set - that January's "fiscal cliff" deal meant you could go about your financial life with multi-year certainty - Washington is again talking of comprehensive tax reform.

    Both key...

  • April 25, 2013

    Are you happy and relieved that April 15 has come and gone? I am! I love tax day, but that wasn’t always true for me. Tax day is a mirror for your relationship with money. For most people, taxes are their biggest expense of the year. 

    What...

  • April 19, 2013

    Every year during tax season, we would get urgent calls from clients who are about to go meet their accountants or who are already sitting at their accountant’s office with missing paperwork.

    I’m sure this is a scenario that all of us have...

  • April 10, 2013

    NEW YORK (MainStreet) — Call it the best of times and the worst of times.

    “It” is tax season, racing to a close as April 15 draws a bead on the millions of taxpayers who haven’t filed...

  • April 9, 2013

    Tax day this year falls on a Monday, making it all the more enticing for procrastinators to attempt to cram in all their accounting on the weekend prior.

    If this is your plan, you have a little bit of an excuse: The tax season started...

  • April 7, 2013

    SAN DIEGO (MainStreet) — When sending personal information to the Internal Revenue Service, which method feels safer to you: traditional snail mail or electronic submission?

    If you...