Author - Marissa Adler

Tax Spotlight Newsletter February 12

February 27, 2020 Jeffrey Schneider, EA, CTRS, ACT-E, NTPIF and Author of the Now What Help! series In the World of Tax Do You Know Your Correct Filing Status? There is a New Question on the 1040 Tax Preparer's Info Goes Up in Smoke The Tax Resolution Alphabet.. C is for Currently Not Collectable Protect Yourself with IDShield from Legal Shield A Five Star Review Tax Humor Download Our Free App We've built a handy mobile app that allows you...

Important RMD changes! The SECURE Act.

Hello, Fellow Taxpayers, This letter is Really Short and Sweet, and will most likely be my last email until the new year (no cheering from the peanut gallery). After reading this letter, you can contact your trusted financial advisor or me. If you do not have one, let me know, I can make recommendations. Congress is set to pass the SECURE Act this week, pushing back the RMD age to 72 (for those turning 70.5 after 1/1/20). This sure will make...

Tax Planning Tips from SFS Tax

Hello Fellow Taxpayers, Since I missed writing my weekly email over the past couple of weeks, I'm catching up. How about tax planning tips? As we near the end of another year, it is time to talk about year-end income tax planning. In the last two years, we have seen many individual tax changes. There were some changes made that may have reduced certain tax deductions, increased others, and dramatically changed your tax return. There are still several tax planning tools...

SFS Spotlight Newsletter-November 21, 2019-

November 21, 2019 Jeffrey Schneider, EA, CTRS, ACT-E, NTPIF and Author of the Now What Help! series Jeffrey Schneider, EA, CTRS, ACT-E, NTPIF Author of the Now What Help! series In the World of Tax 9 Fun Facts About Thanksgiving December - Dates to Remember 2020, The Year You Deal With Your Back Taxes! There is a New Question on the 1040 Tax Preparer's Info Goes Up in Smoke The Tax Resolution Alphabet.. D is for Debt Relief Protect Yourself...

Questions and Answers from Clients – June 14, 2019

Hello Taxpayers, As you read this, I am attending an event in Orlando. Many of you know that I travel for different things after tax season. This month, I am traveling three times; one for networking, one for education (next week) and one where I am teaching other Enrolled Agents, CPAs and lawyers on tax issues (the week after in Reno. Heck, someone has to do it). So as Willie Nelson sings, “On the Road Again.” You can see the...

June 6, 2019 – Sitcoms, Taxes and More…

June 6, 2019 Jeffrey Schneider, EA, CTRS, ACT-E, NTPIF and Author of the Now What Help! series In the World of Tax Sitcoms and Taxes Be Wise in Choosing your Tax Preparer Taxpayers should include tax plans in their wedding plans IRS now billing those who filed for 2018 but didn't pay A five-star review Tax Humor The Third Book in the Now What Help! Series Comming Soon to Amazon Sitcoms and Taxes A look at TV shows through the...

RIP Rainbow Dave – May 24, 2019

Hello Fellow Taxpayers, I hope you have some fun plans for this weekend’s Memorial Day. Unfortunately, a good friend of the Treasure Coast, David Guizerix or Rainbow Dave to those that knew him passed away this past week. I will not go into the details, but Dave was young, way too young to pass on. He left a loving wife and adoring children, not to mention other family and more friends than almost anyone I know. He had a good...

Tax Tip….RMD & QCD! – May 10, 2019

Hello Fellow Taxpayers, Ali, Marissa and I are in LA attending our mastermind meeting in LA. However, I want to share some information with you. We are always working hard to improve our practice and service and meetings like this help take us to the next level. Under the Tax Cuts and Jobs Act, many taxpayers did not have to itemize their deductions on their tax return, which was one of the reasons for the new law. The other reason for...

New IRS Notice? – May 3, 2019

Hello Fellow Taxpayers, This week, I was in DC attending the IRS Advisory Council meetings. My fellow members and I, work to help the IRS in their quest to have an effective tax administration (don't laugh). I want to bring up an issue that you may find interesting. Over the past few years, I have advised you that the IRS, in 99% of the cases, will not contact you by email and all letters via snail mail will look and feel...

Port St. Lucie Man Sentenced for Tax Fraud! – May 2, 2019

May 2, 2019 Port St. Lucie Tax Preparer Sentenced for Tax Return Fraud PORT ST. LUCIE— A Port St. Lucie tax return preparer was sentenced to seven years in prison and a $267,995 fine from the Internal Revenue Service for not reporting his correct income and for filing false tax returns for his clients. Richard Maurival prepared tax returns from 2012 through 2015 that inaccurately claimed business expenses and education credits to increase tax returns from the IRS for his clients, according to...