Accountable vs Unaccountable Vehicle Plans

Two kinds of vehicle plans ACCOUNTABLE PLAN Employee hands employer expense report showing X business miles. Employer reimburses X for that amount up to the approved business mileage rate per mile for that year. Done. Employer gets the deduction. Employee is not taxed. UNACCOUNTABLE PLAN Employee receives X per month with no accounting to the […]

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2018 20% Pass-through Deduction

MUCH CONFUSION NOW! In general the new tax law allows self-employed and owners of pass-through entities (partnerships and S Corps) to deduct 20% of “qualified business income“. The law is COMPLEX with limitations, exceptions and undefined terms. Needs to define “qualified business income” more clearly.  Specified service entities are subject to high income limitations.  There […]

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Wanting to Move to a Foreign Country?

If you move but keep your citizenship, you must still report your worldwide income.  You may be eligible for a Foreign Earned Income Exclusion and a Foreign Tax Credit for what tax is paid to the foreign country… but ALL US CITIZENS must report and maybe pay. The rules on reporting foreign bank accounts still apply. […]

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2016, 2015 & 2014 IRA’s Simples SEP 410(k) 403(b) Profit-Share

  2016 2015 2014 IRAs IRA Contribution Limit $5,500 $5,500 $5,500 IRA Catch-Up Contributions 1,000 1,000 1,000 IRA AGI Deduction Phase-out Starting at Joint Return 98,000 98,000 96,000 Single or Head of Household 61,000 61,000 60,000 SEP SEP Minimum Compensation 600 600 550 SEP Maximum Contribution 53,000 53,000 52,000 SEP Maximum Compensation 265,000 265,000 260,000 […]

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Rental property placed in Service

We are buying a new build vacation rental home.  We’ve paid the deposit and the home will be ready in early March. I assume the mortgage interest is deductible (and not the full mortgage payment) in which case I would expect the yield to be circa $1k pm after all deductions.  YOU ARE CORRECT, only the […]

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Distributions from Sub S – Income?

This example shows why distributions are not income. DISTRIBUTIONS ARE NOT INCOME YOU ARE TAXED ON THE PROFITS OF THE COMPANY WHETHER YOU TAKE A DISTRIBUION OR NOT. Example 1: Let’s say you alone start a new company and you put in $10k. The first year the company makes a profit of $100k.  That makes […]

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