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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2014 Estimated Tax – Should I Pay It?

2014 Estimated Tax – Sould I Pay It? Depends on what type taxpayer you are. Are you                 Wanting to pay in the absolute minimum such that next April you may owe a bunch but with no penalty?                 Or, are you wanting to pay in during the year such come next April 15th you are about even? […]

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2014 SIMPLE IRA SET UP

Who:  All employers interested in retirement plans (this is what we do) What:  Simple IRA’s When:  Can sign up until September 30, 2014 for new plans and fund later. Why:  Cause you are going to want to retire someday. It is never too early nor too late to start. How Much Can an Employee Contribute:  Up to $12,000 per employee […]

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Can Unused Rental Losses be Deducted in a Bankruptcy?

Can you deduct unused rental losses in a bankruptcy? LAW:  Under IRC § 469(g), current and carryforward passive activity losses are fully deductible in the year of an entire disposition in a fully taxable transaction to an unrelated party.  A qualifying disposition may create a Net Operating Loss (NOL) which can be carried back.  See IRC § 172 Once […]

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2013 HSA Contribution Limits

2013 HSA (Heath Savings Account) Contribution Limits Self only plan                             Family plan Under age 55         $3,250                                         $6,450 Age 55 or over       $4,250                                         $7,450 Age 65 or over (1)     n/a                                             n/a (1    (1)    This does not mean you cannot contribute during the year.               The calculation is done on a monthly basis. You can contribute              until you […]

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2013 Gift Basket – special tax court case

There is a recent tax court case that applies to gift baskets. For a number of years there has been something called the Production Activities Deduction (PAD).  It generally applies to MANUFACTURING.  This tax court case may open a deduction for flower shops and other companies that assemble gift baskets. If your bottom line income […]

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2013 Form 1099 Late Filing Penalty

This has never been easy to explain…. here is the latest….              The penalties were increased two years ago to the following amounts: $30 per form, or per statement, if it was corrected within 30 days (maximum $250,000 per year), $60 per form, or per statement, if corrected more than 30 days after the filing due […]

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Cost Segregation Denied

Cost Segregation is good.  It allows faster write off’s via depreciation of buildings.  We have clients who have been very satisfied. Taxpayer purchased a business and properly allocated the cost to the various asset classes per the purchase agreement.  Then the taxpayer paid for a cost segregation study.  It was decided that the the contract’s […]

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