Beyond The Numbers

March - April 2013

Bonds, Interest Rates, and the Impact of Inflation
New York State's Victory Over Amazon.com and Overstock.com – What Does It Really Mean?
Self-Employed Individuals: File Protective Claim by April 2013
New Payroll Tax Form I-9

January - February 2013

13 Financial Planning Strategies for 2013
The American Taxpayer Relief Act of 2012 Extends the Research and Experiment Credit: Can Your Company Benefit?
Residential Energy Credits are Back
The Limitation on Itemized Deductions - It's Baaaakkk

September - October 2012

Social Security: What Should You Do at Age 62?
Gift Tax Savings Opportunities may be Coming to an End on December 31, 2012
The Latest on the New Repair Regulations
2012 Tax Policies of the Major Presidential Candidates

July - August 2012

Teach Your Children Well: Basic Financial Education
The New Medicare Contribution Tax
S Corporation Shareholders and Distributions
Court Rules that Basis Overstatement does not Extend Statute of Limitations

May - June 2012

In-Service Withdrawals from 401(k) Plans
Effective Tax Planning Starts Early
What You Should Know About Sales and Use Tax Exemption Certificates
Hurray for Hollywood-Runaway Production
Expanded Foreign Reporting Requirements for 2011 Tax Filings
More Time to Get Money from Uncle Sam - Extended Telephone Tax Refund Opportunity

March - April 2012

Life Insurance Riders that Pay for Long-Term Care
A Kinder, Gentler IRS Announces Plans to Help Struggling Taxpayers
IRS Releases Rules for Filing Method Changes Under New Repair Regulations
Caring for Aging Parents

January - February 2012

Trusteed IRA
QDOT-Planning for a Non-Citizen Spouse
The Carried Interest Battle Continues

September - October 2011

Common Insurance Mistakes We All Make
President Introduces American Jobs Act
Uncertain Tax Positions for Flow Through Entities – Impact of Non-Income Based State Taxes
Thinking of Mixing Business and Pleasure?

July - August 2011

Double Dipping in a Divorce
The Alternative Simplified Research Credit
Fuel Tax Credit Available for Propane
Independent Contractor: Self-Employed or Employee
IRS Warns Taxpayers About Tax Scams

May - June 2011

Statute of Limitations: Big Win for the IRS
Reporting Requirements for Health Care on Form W-2
Beyond Traditional Asset Classes: Exploring Alternatives
Who Sold That Goodwill: The Corporation or the Shareholder?

March - April 2011

Managing Fixed Income Risks in 2011
S Corporations - Increasing Scrutiny by the IRS and What You Need to Know Now to Survive an Audit
Energy Efficient Taxpayers: Take Advantage of Additional Energy Deductions
Converting a Personal Residence to Rental Property

January - February 2011

Financial Planning for Women
Capital Expenditures: What a Relief
Quick Fix for AMT in the 2010 Tax Relief Act
Inflation Helps Increase Tax Benefits in 2011
Residency Issues for International Entertainers and Athletes

September - October 2010

Municipal Bonds: A Little Home Cooking
IRS To Stop Automatic Mailing of Tax Packages in 2010
Death and Taxes. Think Again.
An Update on the Home Office Deductions
Change in Material Participation Standard for Members of LLCs and LLPs

July - August 2010

Dollar Cost Averaging
Taxes to Think About
Deferral of COD Income
Tuition Planning and use of Code Sec. 529
Election Available to Carryback NOLs up to 5 Years – Set to Expire
Employee Stock Ownership Plans

May - June 2010

You and Your Financial Advisor, The Perfect Team
New Law and Its Effects on Reportable Tax Transactions
Planning Opportunity Regarding Florida Sales Factor
Sales and Use Tax Nexus
Royalty Issues - The Case of Robinson Knife Manufacturing Co. Inc. & Subsidiaries v. Commissioner
Uncertain Tax Position Statement - Form UTP - An Attachment to Federal 1120
Tax Free Roth IRA Conversion - A Possibility
Not Your Father's 1031 Exchange

March - April 2010

Adopting the Most Advantageous Accounting Methods
Estate and GST Tax Repeal in 2010
Recent Changes to the Work Opportunity Tax Credit: Businesses Should Not Be Missing These Opportunities
Restaurant Entrepreneur Liable for Trust Fund Penalty: The Case of Charles Erwin
Taking Advantage of the 179D Deduction for Energy Efficient Commercial Building Properties
The Most Tax-Efficient Way to Own Gold
The Obama Administration Prepares for Tougher Enforcement of Independent Contractor vs. Employee Rules

January - February 2010

Administering an Estate: The Executor's Responsibilities
CEO Compensation: What's Reasonable?
Education-Related Incentives
New York State Sales and Use Tax Rules Regarding Capital Improvements and Repair and Maintenance Services
The Qualifying Therapeutic Discovery Project Credit

November - December 2009

2010 Roth IRA Conversions - Plan Now
2010 Standard Mileage Rate Change
Extension and Expansion of the First-Time Home Buyer Tax Credit
Fixed Asset Provisions Set to Expire
Notice and Acknowledgement of Wage Rate and Designated Payday Hourly Rate Plus Overtime

September - October 2009

2009 Required Minimum Distribution Waiver Guidance
IRS Extends FBAR Voluntary Disclosure Initiative Until October 15, 2009
Metropolitan Commuter Transportation Mobility Tax – Final Reminder
Metropolitan Commuter Transportation Mobility Tax – Reminder
Pennsylvania Budget Bill Includes Tax Changes