Posts Tagged ‘tax tips’

Can I be taxed in retirement? How?

  • November 21st, 2023
  • David Greene
  • Comments Off on Can I be taxed in retirement? How?

There are six primary ways you can be taxed in retirement: (1)  Traditional IRA or 401(k) withdrawals – this money is always taxed as ordinary income when taken out; (2) Social Security benefits – whether or not taxed depends on…

Does the donee of a gift ever have to pay gift tax?

  • November 13th, 2023
  • David Greene
  • Comments Off on Does the donee of a gift ever have to pay gift tax?

Unfortunately, the answer is sometimes yes. This happens if the donor does not pay the tax or properly file a gift tax return.  This usually happens when is deceased because that is usually the only situation where the IRS pursues…

Does refusing an IRS certified letter cancel it?

  • October 10th, 2023
  • David Greene
  • Comments Off on Does refusing an IRS certified letter cancel it?

Unfortunately, the tactic you propose will not work.  In state court, I must serve a defendant either in person or through certified mail restricted delivery.  If by mail, the defendant must sign the receipt or the service is not valid. …

Tax tips for starting a new business.

  • September 14th, 2023
  • David Greene
  • Comments Off on Tax tips for starting a new business.

Everyone should be smart and think about preventing trouble instead of having to think about getting out of trouble.  Many owners of small businesses know how to make or sell their product, but do not know how to keep good…

Can tax payments be paid electronically?

  • August 31st, 2023
  • 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 to send anything to the IRS.  That way you get the green card back, which is proof that they received it.  However, since…

For tax purposes, what changes do I need to make when I get married?

  • August 24th, 2023
  • David Greene
  • Comments Off on For tax purposes, what changes do I need to make when I get married?

For many, getting married creates many new beginnings and opportunities. At the same time it can also be a catalyst that can create many changes in a couple’s life. Some of these changes may and will affect how you look…

Is there a federal student tax?

  • August 14th, 2023
  • 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?

  • August 10th, 2023
  • 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…

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