Category Archives: Planning

Summer Weddings Mean Tax Changes

Posted on July 23, 2014 by Andrew Schwartz, CPA

Summer wedding? Congrats! Make sure to review these IRS tips on the tax issues that come along with marriage, too! IRS Summertime Tax Tip 2014: Taxes may not be high on your summer wedding plan checklist. But you should be … Continue reading →

Posted in Miscellaneous, Planning, Taxes | Leave a comment

Locum Tenes Provider Guide

Posted on February 26, 2014 by Andrew Schwartz, CPA

Are you a Locum Tenes Provider? If so, you’ll want to read Andrew’s Tax Guide for Locum Tenens Providers published by Barton Associates. It covers the key tax implications of being an independent contractor and tax tips you can apply immediately. … Continue reading →

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RE: EIGHT RESOLUTIONS TO IMPROVE YOUR PERSONAL FINANCES

Posted on January 9, 2014 by Andrew Schwartz, CPA

Personal financial planning is an ongoing process. The good news is that financially speaking, 2013 was a really good year. The stock markets are at all time highs. Many real estate markets around the country rebounded nicely. And interest rates … Continue reading →

Posted in Planning | Tagged 401(k), Andrew Schwartz, Individual Retirement Account, Schwartz & Schwartz, schwartz & schwartz cpas, Schwartz and Schwartz | Leave a comment

IRS Increases Retirement Plan Limits for 2014

Posted on December 23, 2013 by Andrew Schwartz, CPA

Contributing to a retirement plan is one of the best tax shelters available to you during your working years. Recently, the IRS announced that most of the retirement savings limits will NOT increase for 2014. RETIREMENT PLAN LIMITS FOR 2014: … Continue reading →

Posted in IRS, Planning, Savings | Tagged 401(k), Andrew Schwartz, Individual Retirement Account, Internal Revenue Service, IRS, Retirement savings account, Roth IRA, Schwartz & Schwartz, Schwartz and Schwartz, Self-employment, SIMPLE IRA | Leave a comment

Checklist to Cut your 2013 Tax Bill

Posted on December 12, 2013 by Andrew Schwartz, CPA

It’s not too late to cut your 2013 tax bill. Prior to Dec. 31st: Increase your 401(k) and 403(b) contributions if you haven’t been contributing at the maximum rate all year. This year you can put away up to $17,500 … Continue reading →

Posted in Planning | Tagged 401(k), 403(b), Alternative Minimum Tax, Andrew Schwartz, Capital gain, Capital gains tax, Charitable organization, Donation, Itemized deduction, Schwartz & Schwartz, Schwartz and Schwartz | Leave a comment

DOMA Decision and Federal Tax Impact on Same Sex Married Couples

Posted on September 24, 2013 by Andrew Schwartz, CPA

by Richard S. Schwartz CPA. CVA NOTE: On August 29th,the IRS announced that all legal same-sex marriages will be recognized for federal tax purposes. In June 2013, the US Supreme Court overturned Section 3 of the Defense of Marriage Act … Continue reading →

Posted in Planning, Taxes | Tagged Andrew Schwartz, DOMA, IRS, Richard Schwartz, Schwartz & Schwartz, schwartz & schwartz cpas | 1 Comment

Tips if you Owe Taxes

Posted on August 22, 2013 by Andrew Schwartz, CPA

While most taxpayers get a refund when they file their taxes, some do not. Here are some tips and options from The IRS if you owe federal taxes: 1. Tax bill payments. If you get a bill from the IRS this summer, you … Continue reading →

Posted in Planning, Taxes | Tagged Andrew Schwartz, Internal Revenue Service, owe IRS, Schwartz & Schwartz, schwartz & schwartz cpas, Schwartz and Schwartz, Tax | Leave a comment

Keep Financial Records Safe in Case of a Disaster

Posted on August 20, 2013 by Andrew Schwartz, CPA

From IRS News: Hurricanes, tornadoes, floods and other natural disasters are more common in the summer. We encourage you to take a few simple steps to protect your tax and financial records in case a disaster strikes. Here are five … Continue reading →

Posted in Planning | Tagged Andrew Schwartz, Compact Disc, Disaster, disaster planning, DVD, Hard disk drive, Internal Revenue Service, IRS, Schwartz & Schwartz, schwartz & schwartz cpas, Schwartz and Schwartz, Tax returns, YouTube | Leave a comment

Now’s the time for Mid-Year Projections

Posted on August 8, 2013 by Andrew Schwartz, CPA

Now’s the time to get a Mid-Year Tax Projection to see how you’ll do on April 15 next year. If you have self-employment income, made a job change during the year, have multiple sources of income, or just want to … Continue reading →

Posted in Planning, Taxes | Tagged Accounting, Andrew Schwartz, Business, Politics, Schwartz & Schwartz, schwartz & schwartz cpas, Self-employment, Tax, Tax incidence, Taxation, United States | Leave a comment

Disability Business Overhead Expense Insurance

Posted on August 6, 2013 by Andrew Schwartz, CPA

By guest author Lawrence B. Keller, CLU, ChFC, CFP® As the owner of a medical or dental practice, you are the key to its success. Your patients and staff rely on you. If you become disabled, you may be unable … Continue reading →

Posted in Planning | Tagged Andrew Schwartz, Business, Disability insurance, Employee benefit, Expense, Financial Services, Insurance, overhead, Schwartz & Schwartz, schwartz & schwartz cpas, Schwartz and Schwartz, United States | Leave a comment