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I try to add tax blog articles weekly on tax topics that may be interesting to you. Please browse. If there is a topic you would like to see here or would like to more information on, please contact me.

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April 25, 2019   |   Estate or Life Change, Form 1040, IRS, Legislation, Tax Resources...
Grandpa Died and I Get a Tax Bill?

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Most inheritance distributions are usually tax free, especially if the moneys received are from a regular savings or checking account (or the equivalent) or are from life insurance not paid to the Estate. However, if the money received is from a stock fund sale, IRA or asset sale (e.g. house or farm) then the proceeds … Grandpa Died and I Get a Tax Bill?

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March 1, 2019   |   IRS, Tax Planning-Business, Tax Resources, Taxes...
Meals Expense Deductible? It Depends

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The 2017 Tax Cuts and Jobs Act suspended some deductions and sidestepped others.  One of those deductions is the meals expense. For most employees, the meal expense (or per diem) tax deduction is suspended until tax year 2026 (no tax deduction). However, self employed individuals (or those receiving a 1099 Misc) and STATUTORY employees (e.g. … Meals Expense Deductible? It Depends

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