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Is there a federal student tax?

  • David Greene
  • Comments Off on Is there a federal student tax?

Many people ask that question.  There is no federal student tax.  This is one of the scams used by IRS impersonators.  They usually threaten criminal prosecution if the student does not immediately wire funds or provide a credit card to…

When can one deduct unreimbursed employee expenses?

  • David Greene
  • Comments Off on When can one deduct unreimbursed employee expenses?

Prior to 2017, if a W-2 employee had business expenses related to his employment that his employer did not reimburse, he could take a deduction for those expenses.  However, the Tax Cuts and Jobs Act of 2017 eliminated those deductions…

When is a settlement or court award taxable?

  • David Greene
  • Comments Off on When is a settlement or court award taxable?

When someone is physically injured and gets a money award from settlemenet or trial, that money is not taxable.  The key words here are “physical injury.”  Emotional distress alone is not cosidered a physical injury and, of course, discrimination is…

Can the payroll clerk be charged for the Trust Fund Penalty?

  • David Greene
  • Comments Off on Can the payroll clerk be charged for the Trust Fund Penalty?

Yes, the IRS can pursue a payroll clerk as a “Responsible Party” for the Trust Fund penalty.  I am quite sure that the owners and/or managers of the company would also be contacted and found to be responsible.  They probably…

Can tax payments be paid electronically?

  • David Greene
  • Comments Off on Can tax payments be paid electronically?

Yes they can. I would like to state first though, that one should always use certified mail or Priority Mail with tracking to send anything to the IRS.  That way you get the green card back, which is proof that…

Pitfalls to avoid in Estate Planning

  • David Greene
  • Comments Off on Pitfalls to avoid in Estate Planning

Everyone should review her Estate Plan every two or three years.  The beginning of the new year is a good tinme to do that.  Here are some pitfalls to avoid. (1) Check your beneficiaries on your trust, will and financial…

Can the IRS make me adjust my withholding amount on my paycheck?

  • David Greene
  • Comments Off on Can the IRS make me adjust my withholding amount on my paycheck?

Yes, they can but sometimes you should voluntarily make that adjustment yourself.  It is a common issue among our clients that they do not have enough taxes withheld from their paycheck. When you work as an employee, you fill out…

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