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Using an IRS Accountable Plan to Maximize Deductions for Your Business

Monday, October 11

“It is time to restore the American precept that each individual is accountable for his actions.” - Ronald Reagan “IRS accountable plan” is a fancy way of saying “Reimbursing your employees -- and yourself -- without making the taxman mad.” You and your employees often reach into your own pockets...


Taxing Timeshare Points?

Monday, October 11

“After a while, staying alive is a full-time job. No wonder we need a vacation.” - Michael Zadoorian If you’re like a lot of folks, your vacation went by the boards in a big way last year… and maybe this year, too. If you’re like a lot of people with timeshares, you also book your quality away-t...


Social Security Arbitrage

Monday, October 11

How To Maximize Social Security Benefits “Old age is always fifteen years older than I am." - Oliver Wendell Holmes Okay, here we go... To qualify for benefits, you had to have paid into Social Security for at least 10 years. The feds calculate your benefits – your primary insurance amount, or PI...


WHEN THE IRS DICTATES YOUR FAMILY BUDGET

Monday, September 27

Owing back taxes is highly structured affair with the IRS. According to IRS calculations, the cost of feeding and clothing a typical family of four didn’t change a single dime from 2020 to 2021. It went from $1,740 per month to… $1,740 per month. The IRS clearly missed the memo regarding pandemic...


Is The Employee Retention Tax Credit Right For Your Business?

Monday, September 27

Wouldn’t it be great to get money for just having kept your employees afloat during the last rough-as-nails year or so? “Somewhere, something incredible is waiting to be known.” - Carl Sagan Late last year the Taxpayer Certainty and Disaster Tax Relief Act of 2020, following up on earlier relief...


LAUNCHING YOUR FINANCIAL LIFE

Monday, September 27

“If you can dream it, you can do it.” - Walt Disney I wish I had been smarter about money when I was younger. (You too?) Now, when I observe the power of compounding interest, and the kinds of possibilities available to those who have accumulated an asset base (however "small" it might seem) ......