TaxSpeaker

2014/2015 Foreign Reporting for Individuals

With one month to go if you are like me, I get real confused when I have clients asking questions about foreign assets, what has to be reported, where it goes, etc. Further below, to give you that last tax season edge, we have re-printed a chart from our 2014/2015 Foreign Reporting for Individuals” manual. (Full manual is available in a printed format or ebook) READ MORE

 

2015 Guide to Understanding Social Security and Medicare

2015 Guide to Understanding Social Security & Medicare

2015 Understanding Social Security and Medicare by Bob Jennings, CPA, CFP

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Just the Facts Ma’am

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Air ticket guidance

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Client Letter for IRA invested in limited partnership

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2014 Year End Client Letter

Download Word Format Document: 2014 Year End 1040 Client Letter

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2014 Small Business Health Insurance & TASC Insight

2014 Small Business Health Insurance & TASC Insight

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2014 1040 Tax Sweeping Changes. Are you ready?

2014 Tax form prepared during the 2015 tax season has some of the most sweeping changes and new forms to be prepared.

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The Surprise IRA Tax

While preparing 2012 individual tax returns in early 2013, we noticed a trickle of problems on Schedule K-1 from partnership investments in IRAs. That trickle became a flash flood this latest tax season. It is a problem which will erupt in an earthquake of tax and penalty if taxpayers receive an unexpected 1099-R for 2014 IRA distributions of which they were unaware!

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The Affordable Care Act – Employers Guide

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