Specific Topics
Topics listed below link to detailed information about the particular subject.
NOTE: Tax law changes often. Therefore, the information cannot be relied upon as being accurate to the day. This information is provided as informational only to help you better understand various topics that may be relevant to your situation.
Please feel free to contact me if you need further information on a topic or would like to discuss your particular circumstances.
529 College Savings Plans
1031 Tax-free Exchanges
Administrative Appeals
Adoption Credit
Affordable Care Act – Premium Credit
Alternative Minimum Tax (AMT)
Appeals Process and Procedures
Attorney Fees
Automobile Expenses
Bankruptcy
Bartering
Child and Dependent Care Credit
Claims for Refund
Collection Appeals (CAP)
Collection Due Process (CDP)
Collection Financial Standards
Contributions – General
Dependents
Divorced Taxpayers – Name Change
Educational Credits
Employee vs. Ind. Contractor
Flexible Spending Accounts (FSA)
Foreclosures/Short Sales
Foreign Accounts and Assets Reporting
Gifts and Inheritances – General Info
Health Savings Accounts (HSA)
Hobby Losses
Home-Based Businesses
Home Office
Household Employee Taxes
Innocent Spouse
Kiddie Tax
Levies
Liens
Meals-Business Entertainment
Military Matters
Penalties
Record-Keeping Requirements
Rental Income and Expenses
Residence Sale – Gain Exclusion
Retirement Plan – FAQs
Retirement Savers Credit
Statute of Limitations
Statutory Notice of Deficiency
Substitute Returns (IRS prepares return)
Taxable vs. Non-taxable Income
Trust Fund Recovery Penalty
Tuition and Fees Deduction