Tax Topics

From time to time we will post tax topics here for our clients related to accountancy, changes in tax law, links to IRS forms and other sites, etc.


Updated: January 12, 2018

Alternative Minimum Tax (AMT)


Updated: January 6, 2017

Barter Income


Posted: January 6, 2017

Cancelled Debt Income


Updated: January 12, 2018

Charitable Contributions (you must have a receipt!)


Updated: January 12, 2018

Education Benefits


Updated: January 12, 2018

Electronic Filing (efiling)


Updated: January 12, 2018

Estate tax


Updated: January 12, 2018

Estimated Tax Payments


Updated: January 12, 2018

Extension - Extra Time to File Your Tax Return


Updated: January 12, 2018

Foreign account reporting (FBAR, due April 15 each year, automatic 6-month extension to October 15)


Updated: January 12, 2018

Health Care, "Minimum Essential Coverage"


Updated: January 12, 2018

Household Employees


Updated: January 6, 2017

Identity Theft


Updated: January 6, 2017

IRS Notices


Updated: January 12, 2018

IRA Contributions


Updated: January 6, 2017

IRS Privacy Requirements and Disclosure page


Updated: January 6, 2017

Itemized Deductions and Exemptions Phase outs Are Back


Updated: January 12, 2018

Medical Expenses


Updated: January 6, 2017

Medicare Additional Tax, 0.9%


Updated: January 12, 2018

Mileage Rates


New: January 12, 2018

Mortgage Interest


Updated: January 6, 2017

Net Investment Income Tax, 3.8%


Updated: January 12, 2018

Residential Energy Efficient Property Credit


Updated: January 6, 2017

ROTH IRA Conversion (Traditional to Roth)


Updated: January 12, 2018

Sales Tax Deduction


Updated: January 6, 2017

Substantiation Requirements - Receipts and Mileage logs


Updated: January 12, 2018

SUV Deduction, $25,000 limit