JANUARY MONTHLY MEETING January 23rd 11:45 a.m. -1:00 p.m. Where: KJ's Fresh Grill 10950 S Cleveland Ave, Fort Myers, FL 33907 Understanding Your Taxes -What can we claim on our 2018 taxes? -Should I be an LLC? -What are the advantages of any new tax laws/changes? -Do you have these questions?? Come to this meeting and find the answers Speaker: Andrea Dillon, CPA, CTRS Andrea is Senior Tax Manager with vast experience in business accounting and taxation. Her passion is helping clients who owe back tax find their way back into good standing with the IRS.
RSVP TODAY…. red@mortgagegroupservices.com or call 239-565-1031 You do not want … (1 comments)
irs: IRS Tax Filing Alert - Many to Experience Delayed Returns
- 01/29/16 11:16 PM
The other day I listened to a tax preparation expert in Fort Myers speak about some of the changes to tax laws and procedures that individuals and business filers should expect this season. Although there were a handful of interesting write-off perks for equipment purchasing and extension of many other tax write-offs thanks to th Paul Ryan led Congress, there was one HUGE change that we were alerted to that compelled me to share with Active Rainers.
Tax Refund Fraud Triggers Big Changes at IRS You may have heard in recent years about news stories involving identity thieves filing stealing tax refunds from innocent … (2 comments)
irs: Why Your Investment Advisor Avoids Self-Directed IRAs
- 09/30/14 01:45 PM
In the first installment of our series about self-directed IRAs, the requirement of using a qualified administrator to facilitate your self-directed investments was explained. In the second installment the focus is on retirement planning advisors and why they do not talk about using real estate as an element within your overall investment portfolio.
Why Your Investment Advisor Avoids Self-Directed IRAs During a consultation with your preferred wealth advisor at Ameriprise, Charles Schwab, Fidelity or other company, they are unlikely to mention all the investment opportunities that are you can consider. Self-directed IRAs open the door to more options than just your typical mutual funds, stocks … (6 comments)
irs: Warning: Don't Ask Your Bank For A Self-Directed IRA
- 08/24/14 05:55 AM
Although some people may think that a self-directed IRA is some exotic investment vehicle only for rich people, the reality is that self-directed IRAs can be utilized by anyone who is saving for retirement. However, do not walk into your local bank and ask for one. Sorry, they can't give it to you. But here's who can...
Several IRA Types Upon hearing the term "self-directed" IRA, people may think that it is a special kind of IRA. Why not? There are a variety of IRA plans on the market available including: -Roth -Traditional -SIMPLE (savings incentive match plan for employees) -SEP (simplified employee pension) ...so why wouldn't a self-directed just … (13 comments)
irs: New Low Credit Score Mortgages-Mortgage by Randy Newsletter- Apr 2014
- 04/30/14 03:41 PM
Tax season is over and this is the time of year that is perfect for organizing your personal household paperwork. Do you keep statements and receipts and other documents stashed away for years not really sure when it's safe to shred them? The rule of thumb (this is the IRS talking, not me) is if it's over 7 years old, shred it except for your tax return docs. Do a little spring cleaning and throw out old statements. Keep yourself safe by shredding and if you are too lazy to shred, make friends with a local banker or medical office who … (4 comments)
irs: REMINDER: MOST CORPORATE BUSINESS TAXES DUE DATE EXTENDED TO MAR 17
- 03/16/14 03:43 AM
Corporate business taxes are due annually by the 15th day of the third month following the end of the tax year, generally March 15. Most corporations have their fiscal year end of on December 31, so March 15 is when most corporations have their tax filing due. IRISH LUCK BUYS TWO DAY EXTENSION Due to March 15 falling on a non-business day in 2014, the IRS has extended the due date to Monday, March 17. So before you start sipping on your green beer this St. Patrick's Day, make sure that your corporate taxes have been file or get an extension filed. The business … (0 comments)
irs: Is Your Side Business Bank Account FDIC Insured?
- 08/15/12 09:25 PM
Most people are familiar with Federal Deposit Insurance Corporation (FDIC) coverage for their personal bank accounts. If not, read the brief DailyDollar post What Does FDIC Insurance Mean? and you’ll be an expert in less than a minute. What if you have your own business (either full time or part time) and earn money that is deposited into a business account? Does FDIC coverage apply to those accounts? DailyDollar Poll Do you make a living or earn extra income by working from home? o Yeso No
FDIC Insurance For BusinessesFDIC provides separate deposit insurance coverage under the business organization category. However, if you … (0 comments)
irs: Back To School Credit Ideas - Mortgage By Randy Newsletter - Aug 2010
- 08/22/10 03:41 PM
Mortgage by Randymonthly update to our clients, colleagues, family & friendsBy: Randy Mitchelson, August 2010=============================================================================== In Issue 29 We Touch On:Mortgage Tips For Self-EmployedBack To School Credit IdeasIt's The Jobs, StupidWhere has the summer gone? Back to school season is upon us, which makes a perfect excuse for parents to implement a plan to teach their kids about money and credit. Check out the Personal Credit section below for some tips. We remain within an extended period of historically low interest rates and there is no end in sight, at least for the next 3-6 months. Housing inventory is still high which … (2 comments)
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