How to deal with an IRS audit
Episode 3: Win the Tax Game How to deal with an IRS audit with my Special Guest Tax Attorney John McGuire https://www.youtube.com/watch?v=lB1HlrjoM88
Questions to ask a new Tax Professional/Return Preparer
Episode 4: Win the Tax Game Learn how to pick a tax professional to help with your planning and preparation needs. With Special Guest Amy Hoeye, CPA. https://www.youtube.com/watch?v=iLM_gnGRScw
IRS Tax Audits: Some Rules and Strategies
Episode 2: Win The Tax Game Learn how to deal with IRS audits. With my special guest John Power, CPA. https://www.youtube.com/watch?v=j_eiF5r7WZk
Understanding the Taxpayer Bill of Rights
Episode 1: Win the Tax Game Your Rights as a Taxpayer- Understanding the Taxpayer Bill of Rights- which applies to all contacts with the IRS. https://youtu.be/7bsv4GD4Xvc
Take the Biden-Trump tax policy challenge!
Here is a quick way to see which side best fits with your personal/business tax planning ideas. Enjoy! 2020-tax-issues-2
Compare the tax policies of the candidates in 2020
This recording/presentation was made on October 6, 2020 and features a non-political presentation of the contrasting tax plans of the presidential candidates. https://www.youtube.com/watch?v=9CGxyyGMznk
IRS Announces 2020 “Dirty Dozen” Tax Scams
The IRS has announced its annual "Dirty Dozen" list of tax scams with a special emphasis on aggressive and evolving schemes related to coronavirus tax relief, including Economic Impact Payments. Here they are for 2020 [...]
A Few Tips on Selecting a Tax Preparer
Here is a recent article I wrote for Bottom Line Publications on a few things to consider when selecting your next tax return preparer. https://bottomlineinc.com/money/tax-preparation/questions-to-ask-when-hiring-a-tax-preparer
2019-2020 Retirement Planning Contribution Limitations
2019-2020 Retirement Planning Contribution Limitations One of the most important business tax planning deductions comes in the way of retirement planning. The use of a retirement plan allows a business to claim a current year [...]
Tax Freedom Day 2019 (or How Many Days do you Need to Work for the IRS Every Year?)
OK- so this is a bit offensive! According to the Tax Foundation, the average American will need to work until April 16, 2019, to pay off all taxes owed for 2019. And it makes a [...]