Monthly Archives: December 2016

Last minute charitable giving = tax deduction.

Remember to keep an itemized list of the items and their approximate value, if you plan to claim a deduction for the donations. Goodwill has a handy valuation guide at http://www.goodwill.org/wp-content/uploads/2010/12/Donation_Valuation_Guide.pdf. Continue reading

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Posted in charitable gift giving, save time, Tax deductions, Tax Planning, tax tips | Tagged , , , , , | 1 Comment

More Exciting Excel Training from Excel University…

Hi! Jeff over at Excel University has created a free 3-part video series as part of the release of his next course. The Fast Way Excel Video Series demonstrates a few traditional ways that Excel users accomplish certain tasks, and … Continue reading

Posted in CPE, Excel, Training, Video | Tagged , , | Leave a comment

Finally, a year end that we can tax plan, again!

We can finally plan, again. Continue reading

Posted in accounting, Individual Tax, Tax, Tax Deadlines, Tax Planning, tax tips, Trump, Trust | Tagged , , , | Leave a comment

Get your required minimum distribution (RMD) before it’s too late

In general, those who are over age 70½ must take at least a minimum payment from their retirement account each year by December 31. Continue reading

Posted in accounting software, IRA, Ira Distribution, Retirement planning, RMD, Seniors, Tax, tax tips | Tagged , , , , , , , | Leave a comment