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Fourth Quarter 2016

IRS Warns of Scammers Sending Fake CP2000 Notices
Scam Phone Calls Continue; IRS Identifies Five Easy Ways to Spot Suspicious Calls
Seven things you need to know about the upcoming IRS program regarding Private Debt Collectors
A Simple Duplicate W-2 Policy
Cost of Employer-Required Clothes Not Deductible
Credit Card Receipts Needed for Travel & Entertainment
Taxpayers Can Get Tax Return Transcripts Online Again
IRS Payroll Tax Audits and Late FTDs
New Federal Tax Law May Affect Some Refunds Filed in Early 2017
Procedure for Seeking Relief after Missing 60-day Rollover Deadline
A Tax Guide to Holiday Giving
Year-End Tax Planning

Fourth Quarter 2015

Taxpayer Losses to IRS Scammers Exceed $20 Million
Scam Phone Calls Continue; IRS Identifies Five Easy Ways to Spot Suspicious Calls
Recent Court Decision Reminds Us Why It's Important to Understand the Mortgage Interest Tracing Rules
Estate Tax Portability Election Final Regulations
IP PIN Program Update: Numbers Must be Entered for All IP PIN Holders
Year-End Tax Planning

Third Quarter 2015

Are Electronic Accounting Records Enough?
Documenting Business Deductions
Taxpayer Losses to IRS Scammers Exceed $20 Million
Employers Cannot Reimburse or Pay Individual Health Care Policies on a Pretax Basis
Medical Reimbursement Plans (MRP)
Sub-S Stockholder's Health Insurance Individual Policies
Not Reconciling Advance Premium Tax Credits Could Result in Lost Eligibility
Tax Provisions Signed into Law
Hours Traveling to Rental Properties Qualify for Hours Test
Business Mileage Logs Inadequate
Nifty App to Track Business Mileage
What To Look For In A Long-Term Care Insurance Policy

 

Second Quarter 2015

Without Proper Substantiation, No Charitable Deduction of Household Goods
Documenting Business Deductions
Nifty App to Track Business Mileage
No Charitable Deduction for Scholarship Payments
TIGTA Reports Problems in Identity Theft Case Resolution
Virtual or Digital Currency
Federal Rules and Regs for 2015 Summer Hiring
U.S. Supreme Court Clarifies How ERISA's Duty to Monitor Plan Investments Interacts with the Six-Year Statute of Limitations
A New Argument Against Long-Term Care Insurance
Digital Assets and Your Estate Plan
Common Estate Planning Mistake - Improper Titling of Assets
Employers Cannot Reimburse or Pay Individual Health Care Policies on a Pretax Basis
Medical Reimbursement Plans (MRP)
Sub-S Stockholder's Health Insurance Individual Policies

First Quarter 2015

Without Proper Substantiation, No Charitable Deduction of Household Goods
No Charitable Deduction for Scholarship Payments
IRS Fights Fraud with New Direct Deposit Limits
A New Argument Against Long-Term Care Insurance

Fourth Quarter 2014

Calendar Notes Not Enough to Substantiate Unreimbursed Employee Expenses
Excessive 401(k) Deductions
IRS Audit Targets
Electronic Accounting Records
IRS Fights Fraud with New Direct Deposit Limits

Second Quarter 2014

Employers Given PINs to Verify Federal Tax Deposits Made by Third-parties
Individuals May Pay Their Taxes with IRS Direct Pay
Employers Cannot Reimburse or Pay Individual Health Care Policies on a Pretax Basis
Retirement Plan Amendments Are Required
Sub-S Stockholder's Health Insurance Individual Policies
Portability Election Allowed Despite Late-filed Estate Tax Return

Fourth Quarter 2013

2013 Year-End Tax Planning
S Corporation Distributions are Wages
Withholdings for 0.9% Medicare Tax
Year End Gifts and Parties
The Importance of Updating Your Beneficiary Designations after Hillman v. Maretta

Third Quarter 2013

Affordable Health Care
Simplified Home Office Deduction
VA Withholding Tax Reports
VA Sales Tax Increased July 1, 2013
Beneficiary Form Cautions
Tips for Employers That Outsource Payroll Duties

Second Quarter 2013

Tax Update for 2013
Tips for Handling Payroll Properly: Overtime & W-4 issues
VA Sales Tax Increases July 1, 2013
Home Office Deduction
Hot Topics at the VA Tax Roundtable (November 2012)

Fourth Quarter 2012

Tax Planning Ideas for 2012
2012 Year-End Tax Strategies for Business Owners
Unclaimed Property Laws and Audits
Special Accounting Rule for Non-cash Fringe Benefits
Don't Fall for Phony IRS Websites or Email
Deducting Home Internet Expenses
IRS Tax Compliance Agenda
The 2013 Medicare Contribution Tax

Third Quarter 2012

Tax Planning Ideas for 2012
The 2013 Medicare Contribution Tax
IRS Tax Compliance Agenda
Virginia Tax Law Changes
Supreme Court Ruling
Auto, Meals & Entertainment Expenses Denied

Second Quarter 2012

Social Security Statements
Intuit Assisted Payroll Users
IRS Audits of Retirement Plans
Medical Flexible Spending Accounts (FSA)
The End of the Bush Tax Rates?
Pay Dividends from your C Corporation in 2012
Take Care of Your Charitable Deduction Documentation
Recent Graduates’ Job Search Expenses

First Quarter 2012

New Consumer Tax Resources
Year-Round Tax Planning
Children Employed in Your SMLLC
Retirement Communities and Continuing Care
Independent Contractors, 1099 Reporting Requirements and Penalties
Executor’s Duties


Fourth Quarter 2011

Year-End Tax Planning
Ten Things to Keep in Mind for Your 2011 Tax Planning
IRS Tax Tip 2011-23: Keeping Good Records
Recovery of Erroneous Tax Refund
Independent Contractors
Are Employer-Provided Cell phones Taxable to Employees?
Signature Authority by Agent
Doing Business in Another State?

Third Quarter 2011

Volunteers Out-of-Pocket Expenses
IRS Tax Liens
Recovery of Erroneous Tax Refund
Independent Contractors
Budgeting for Small Businesses
Doing Business in Another State?

Second Quarter 2011

Repeal of Burdensome 1099 Rules
Payments to Stockholders were Taxable Dividends, not Tax-Free Loans
Managing Your Tax Records
Charitable Contributions to Foreign Organizations
IRS Brochure Assists Displaced Workers

Fourth Quarter 2010

Small Business Jobs Act of 2010
2010 Year-End Tax Planning
IRS Makes Health Insurance Reporting Optional for 2011
Small Firm Health Care Credit
Tax Year 2011 and 2012 Form 1099 Filing Requirements
Estate Tax Planning and the 2010 Modified Carryover Basis Rules

Third Quarter 2010

IRS Is Sending Out Letters
Have you hired a new employee since February 3, 2010?
Do you pay for health insurance for your employees?
IRS Notice Provides Guidance on Determining Eligibility for Small Firm Health Care Credit

Second Quarter 2010

Three Significant Tax Laws Passed
2010 Hire Act
Patient Protection & Affordable Care Act
Estate Tax Planning
Roth IRA Conversion

Year End 2009

Year End Tax Planning
Keep Up-to-Date Auto Logs
Get Ready for the 2010 Roth Conversion Opportunity
Adjust your Withholdings?
Virginia Tax Amnesty Program

Fourth Quarter 2009

Year End Tax Planning
Adjust your Withholdings
Estate and Estate Tax Planning
Estate Planning in the Digital Age
Tax Compliance
IRS Tax Tips
Virginia Tax Amnesty Program

Third Quarter 2009

Mid-Year Tax Planning
Check your Withholdings
DC's New General Business License
Safeguarding of Tax Records
Records Retention
Tax Strategies for a Depressed Market
Loans to Family & Friends
2009 Rules for Summer Hiring

Second Quarter 2009

2008 Tax Law Changes and 2009 Proposals
Documentation is Everything for Business Auto Deductions
Maximizing Your Deductions for Business Meals
Expiring Tax Breaks
Charitable Contributions

Fourth Quarter 2008

2008 Tax Law Changes and 2009 Proposals
Documentation is Everything for Business Auto Deductions
Maximizing Your Deductions for Business Meals
Expiring Tax Breaks
Charitable Contributions

Third Quarter 2008

Housing and Economic Recovery Act of 2008
Single-Member LLCs using the Proprietor's FEIN
Maximizing Your Deductions for Business Meals
New Mileage Rates as of July 1, 2008
Payroll Tax Enforcement
Expiring Tax Breaks

Second Quarter 2008

New IRS Program to Identify Misclassified Workers
Single-Member LLCs using the Proprietor's FEIN
Tax Gap
Recordkeeping for Cell Phones
Greening of Your Office
Mid-Year Tax Planning

First Quarter 2008

Economic Stimulus Act of 2008
Review of Some Tax Rules:
Charitable Contributions Substantiation Rules
Qualified Charitable Organizations
Cell Phone & Computers
IRA Rollovers and the 12-Month Rule
IRA and Retirement Plan Required Minimum Distributions
Mortgage Forgiveness Debt Relief Act of 2007
Do Vacation Homes Qualify for a Like-Kind Exchange?
What Records Must I Keep and for How Long?

Fourth Quarter 2007

It's Time for Year Tax Planning
Kiddie Tax Changes for 2008
Employee Use of Company Vehicle
Review and Adjust your Withholdings
Health Savings Account

Third Quarter 2007

Roth 401(k) Plans
Wealth Management
Qualified Long-Term Care Insuance Tax Advantages
Mid-Year Tax Planning Ideas

Second Quarter 2007

2007 Tax Legislation:
2007 Charitable Contribution Rules
IRS Audits
Home Sale Exclusion

Third Quarter 2006

Pension Protection Act of 2006
Verify Employee SSNs Online
Health Insurance Deduction for Self-Employed and S-Corp Shareholders
Recordkeeping Requirements and the Consequences of Lost, Destroyed, or Stolen Records

Second Quarter 2006

2006 Tax Legislation
Roth 401(k) Update
Energy Tax Credits for Homeowners
New Taxpayer Burden Estimate Causes Headache for Software Industry
Business Emergency Guide

First Quarter 2006

Choosing the Retirement Solution for Your Small Business
The Retirement Plan Products Navigator
IRS to Increase Audits Next Year
Business Expense Reimbursements to Employees: How to Avoid Payroll Taxability
Gifts to Employees
Ways to Use Your FSA Money So That You Don’t Lose It

Fourth Quarter 2005

Sub Chapter S Compliance Audits
Energy Tax Incentives Act of 2005
New Mileage Rate for 2005
Disaster Planning Checklist for your Business
Business Interruption Insurance
Retirement Planning Worksheet
How Long Will Your Money Last?
How to Save for Retirement When You're the Boss
How Inflation Affects Your Investments
Preparing for Rising Health Care Costs

Third Quarter 2005

Sub Chapter S Compliance Audits
Energy Tax Incentives Act of 2005
New Mileage Rate for 2005
Disaster Planning Checklist for your Business
Business Interruption Insurance
Retirement Planning Worksheet
How Long Will Your Money Last?
How to Save for Retirement When You're the Boss
How Inflation Affects Your Investments
Preparing for Rising Health Care Costs

Second Quarter 2005

The New Roth 401(k)
Employment Tax Audits
W-4 Forms Rules Rescinded
Donating Cars in 2005
IRA Creditor Protection
Lost Participants

First Quarter 2005

Two New Federal Tax Laws
Last Minute Tax Tips
Equipment Purchases
Virginia Withholding Tax Formula Changes

Fourth Quarter 2004

Year End Tax Planning Starts Now
Check 21 Legislation
New Overtime Rules
Dividend or Year-End Bonus
Nursing Home Costs
Retirement Plan Sponsors and Administration

Third Quarter 2004

Payroll Tax Compliance Under Scrutiny
New IRS Newsletter for Retirement Plans
Prevent Identity Theft
Other IRS Tools
Individual Retirement Accounts
Are You Eligible for a Refund?

Second Quarter 2004

Last Minute Tax Tips
Estimated Taxes for 2004
New Hire Reporting Requirements
Perpetual Audit Issues
Cash Flow Tactics
New Health Savings Accounts (HSAs)

First Quarter 2004

Last Minute Tax Tips
IRS Guidelines on Loans to Stockholders
Entity Selection
New Hire Reporting Requirement

Fourth Quarter 2003

New Tax Law
Virginia Tax Amnesty Program
Year-End Tax Planning Starts Now
Don't Flunk Estate Planning 101

Third Quarter 2003

New Tax Law
Notice to Employers
New Compensation Strategy for C Corporation Owners
Employers with 401(k) Plans
Partners & Sub-S Owner Agreements Needed

Second Quarter 2003

First Quarter 2003

Last Minute Tax Tips
EFTPS-On Line Now Available to Individuals
Entity Selection
New Hire Reporting
The GOOD News: Rental Home Roof is Deductible
The BAD News: S-Corp Profits are Owner's Wages
IRS Guidelines on Loans to Stockholders

Fourth Quarter 2002

Start your Year-End Tax Planning Now
Audits of Sub-Chapter S Corporations
Free Online Filing
Still Time to undo 2001 Roth IRA Conversions
Safe-Harbor 401(k) Plans & Related Deadlines

Third Quarter 2002

Another Look at 529 Plans
Market Slump and Roth IRA Conversions
Proof of Charitable Contributions
IRS to Assess Penalties on Employers for Form W-2 Name/SSN Mismatches
Weight Loss Programs
Are you looking for a safe investment?

Second Quarter 2002

IRS Prepares to Audit
Last Minute Tax Filing Tips
New Retirement Tax Credit
Quickbooks User Alert
New 2002 Tax Law Affects 2001 Returns
Technology Tips
New IRA and 401(k) Limits

First Quarter 2002

Last Minute Tax Tips
IRS Preparing for an Audit Spree
IRS Guidelines on Loans to Stockholders
Pay Your Taxes with Your Credit Card?
Websites of Interest
Technical Tips

Fourth Quarter 2001

2001 Tax Law Summary
Review Estimated Tax Payments
First Internet-Based System for Individual Tax Payments
Section 529 Plans Just Got Better
New Retirement Provisions
Still Time to Undo 2000 Roth IRA Conversions
Internet Sites to Visit
Dentist's Intraoral Camera Not Eligible for Tax Credit
Simplified Rules for Retirement Plan Distributions
Relief for Victims of September 11, 2001 WTC and Pentagon Attacks
Start Your Year-End Tax Planning Now

Third Quarter 2001

New Tax Law Enacted
Individual Rate Reductions
Child-Related Provisions
Education Provisions
Retirement Provisions
Estate and Gift Taxes

Second Quarter 2001

Section 529 Tax Deferred College Savings Plan
Keogh Plan Beneficiary Warning
New Rules for IRA Minimum Distributions
Capital Gain Tax Rate Changes for 2001
Last Minute Tax Filing Tips

First Quarter 2001

Section 529 Tax Deferred College Savings Plan
Married Name Must match Social Security Number
Congratulations to Randy!
Capital Gain Tax Rate Changes for 2001
Last Minute Tax Tips

Fourth Quarter 2000

Start Your Year-End Tax Planning Now
Retirement Plan Amendments
Social Security Role in Retirement
Web Sites
Online Investment Planning

Third Quarter 2000

Small Businesses with Inventories
Social Security Earnings Limit Repealed
Business Expenses Regulations Final
Checkbox Power of Attorney
IRA Accounts
Multiple IRAs Assist Estate Planning
Checkup Time on Wage Withholding