On July 24, the Treasury Inspector General for Tax Administration (TIGTA) issued a report criticizing the IRS for hiring more than 200 employees with previous conduct and performance issues. The … [Read more...] about IRS Rehires Fired Employees with Conduct Issues
Self-Prepared Tax Returns
We get about 4-6 new 1040 clients every tax year who used one of the more popular software programs that allow taxpayers to self-prepare their personal tax returns. They seek our assistance when they … [Read more...] about Self-Prepared Tax Returns
The Medicare Coverage Trap
Do not fall into the Medicare coverage trap! Let’s look at a hypothetical situation. You find yourself retiring and your employer has a very good medical plan. Rather than signing up for Medicare … [Read more...] about The Medicare Coverage Trap
PA Filial Law and Long-Term Care Insurance
With the demographically large baby boomer generation moving into retirement, we may see an increasing number of people without the financial resources to support themselves in their golden years. … [Read more...] about PA Filial Law and Long-Term Care Insurance
Age Discrimination Settlement Lacked Tax Planning
Unfortunately, it is not uncommon for a taxpayer to take actions without seeking professional advice, be disappointed with the results, and then seek professional assistance to undo the damage. Often … [Read more...] about Age Discrimination Settlement Lacked Tax Planning
Planning for College Tuition
If you are a parent with young children, it is never too early to begin to save for the high cost of a college education. Here are two popular tax-favored programs you can consider. Keep in mind that … [Read more...] about Planning for College Tuition