Tax Pro Plus
2999 Overland Ave.
Suite 204
Los Angeles, CA 90064
Map It!

Ph: (310) 827-4829
Fax: (310) 842-7160
info@taxproplus-la.com

Dear Valued Client,

This edition of our client newsletter includes a mid-year tax planning checklist, tax benefits of education planning, an important update on IRS scammers and much more.

Our goal is to provide you an unparalleled level of client service. If you see something that you want to talk about, please contact us to explore the possibilities. We rely on satisfied clients as the primary source of new business, and your referrals are both welcomed and most sincerely appreciated!

 

Tax Pro Plus

Mid-Year Tax Planning Checklist


All too often, taxpayers wait until after the close of the tax year to worry about their taxes, missing opportunities that could reduce their tax liability or help them financially. Fall is the perfect time for tax planning. Following are some events that can affect your tax return; you may need to take steps to mitigate their impact and to avoid unpleasant surprises after it is too late to do anything.
Read the article »

ArrowPrint-Friendly

ArrowSend to Friend

ArrowAsk a Question

Reap the Tax Benefits of Education Planning


The tax code includes a number of incentives that, with proper planning, can provide tax benefits while you, your spouse, or your children are being educated.
Read the article »

ArrowPrint-Friendly

ArrowSend to Friend

ArrowAsk a Question

Scammers Getting More Brazen


We have previously cautioned you not to be duped by Internet and mail scams dreamed up by some pretty enterprising thieves. Most of those revolve around the Internet and e-mails, trying to steal your identity or have you pay tax liabilities that don’t exist.
Read the article »

ArrowPrint-Friendly

ArrowSend to Friend

ArrowAsk a Question

The Alimony Gap


Individuals who pay alimony can deduct the amount paid from income on their tax return to reduce the amount of their personal income tax. Conversely, individuals who receive alimony must claim the amount received as income on their tax returns.
Read the article »

ArrowPrint-Friendly

ArrowSend to Friend

ArrowAsk a Question

Beware of Trust Fund Penalties


The term “trust fund recovery penalty” refers to a tax penalty assessed against the directors or officers of a business entity that failed to pay a required tax on behalf of its employees. For example, employers withhold income taxes and FICA payroll taxes from employees’ wages. These funds actually belong to the government and are referred to as “trust funds.” They cannot be used by the employer to pay other business expenses.
Read the article »

ArrowPrint-Friendly

ArrowSend to Friend

ArrowAsk a Question

Have You Reviewed Your Will or Trust Lately?


Your will or trust was prepared so that your assets will be distributed according to your wishes after your death. These documents can also reduce estate taxes. However, certain events can cause these documents to become outdated and create family stress and unpleasant tax results.
Read the article »

ArrowPrint-Friendly

ArrowSend to Friend

ArrowAsk a Question

A Tour through QuickBooks' Payroll Setup Tool


Getting QuickBooks ready to process payroll is a complex, time-consuming process. Here's what you can expect.
Read the article »

ArrowPrint-Friendly

ArrowSend to Friend

ArrowAsk a Question



The Tax Pro Plus newsletter is available via e-mail on a free subscription basis. You can subscribe or unsubscribe at any time. For more information about - Tax Pro Plus, go to http://www.taxproplus-la.com. This message was sent using ClientWhys Persyst. View our permission marketing policy.

Disclaimer: The tax advice included in this newsletter is an overview of some complex tax rules and is not intended as a thorough in-depth analysis of the tax issues discussed. Do not act on the information included in this newsletter without first determining how these issues apply to your particular set of circumstances and if there are any special tax laws or regulations that might apply to your situation.
XML ButtonWhat's This? Bookmark and Share PDF