Dave Ramsey has been helping people with excessive credit card debt for years and we believe he has done a very good job getting their credit card debt under control and improving their FICO credit … [Read more...] about Dave Ramsey – Interesting Perspective Using Self-Promotion
PA Unreimbursed Expenses – PA DOR Website Guidance
We previously alerted taxpayers about the PA Dept. of Revenue’s (DOR) stringent rules regarding the substantiation required by taxpayers who wish to claim unreimbursed employee expenses on PA Form … [Read more...] about PA Unreimbursed Expenses – PA DOR Website Guidance
Why You Need to Stop Making Charitable Contributions
Let’s assume you find yourself in a position where you no longer itemize your tax deductions on Schedule A of Form 1040 but you wish to make donations to your favorite charities. You are … [Read more...] about Why You Need to Stop Making Charitable Contributions
More Bad News About the IRS
The IRS has again failed the American taxpayer! Tax preparers are required to obtain a Preparer Tax Identification Number (PTIN) from the IRS. PTINs, if used effectively, can be a very valuable … [Read more...] about More Bad News About the IRS
A Life-Long Process – Planning for Retirement
Everyone is very busy. Why do something today when you can put it off until tomorrow? Are you one of those who defer planning for your retirement until the year of your retirement? Are you qualified … [Read more...] about A Life-Long Process – Planning for Retirement
PA Disallowing Losses from Partnerships & S Corporations
The PA Dept. of Revenue (DOR) is disallowing individuals to claim losses from out-of-state partnerships and S Corporations that do not file a partnership (or S Corp) tax return with PA. For example, … [Read more...] about PA Disallowing Losses from Partnerships & S Corporations