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Now’s the Time to Fix Rollover Mistakes

  • 27 June 2017
  • Author: Alexander Carr
  • Number of views: 1385
Now’s the Time to Fix Rollover Mistakes
If you filed an extension on last year’s income tax return and haven’t finalized yet, you have a unique opportunity to undo some of the decisions you made when it comes to your retirement savings. You can no longer make contributions or fulfill your required minimum distributions (if you’re 70½ or older), but you can make other changes

Monitoring Adjusted Gross Income (AGI) to Minimize Taxes

Monitoring Adjusted Gross Income (AGI) to Minimize Taxes
For most business owners, determining income from one year to the next can be tricky. Interest, dividends, alimony, pensions and annuities, rental property income, royalties, income from the sale of assets and business income can all raise your annual gross income and, therefore, your taxes. That’s why it’s important to monitor your Adjusted Gross Income (AGI). AGI is gross income minus certain “above the line” deductions (retirement account contributions, self-employed health insurance

and domestic production activities, just to name a few) and it can lower your tax liability. Your AGI is a primary figure on which other deductions are computed.

No Soup for You! Seinfeld Icon in Serious Payroll Tax Trouble

No Soup for You! Seinfeld Icon in Serious Payroll Tax Trouble
Remember the “Soup Nazi” from the Seinfeld television show? Thanks to its popularity on the show, that small soup shop turned into Soupman, Inc. and its CFO, Robert N. Bertrand, was recently indicted on 20 counts of failure to pay both payroll and federal income taxes. You could

say he’s in very hot…soup? His story is a cautionary tale of what can happen when you fail to pay or try to avoid (using “independent contractors” who are actually employees or paying non-reported “wages”) payroll taxes.



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