by Steven J Weil, PhD, EA, LCAM | Apr 2, 2020 | Blog, Personal Tax
The U.S. Department of the Treasury and the Internal Revenue Service today announced that Social Security beneficiaries who are not typically required to file tax returns will not need to file an abbreviated tax return to receive an Economic Impact Payment. Instead,...
by Steven J Weil, PhD, EA, LCAM | Mar 27, 2020 | Personal Tax
According to IRS Commissioner Chuck Rettig. “In addition to extending tax deadlines and working on new legislation, the IRS is pursuing unprecedented actions to ease the burden on people facing tax issues. During this difficult time, we want people working...
by Steven J Weil, PhD, EA, LCAM | Jan 10, 2020 | Blog, Personal Tax
Social Security Number Hustle Scam – In this tax scam, the victim receives a robocall saying that his or her Social Security number has been (or will be) “cancelled” because the taxpayer has not paid overdue taxes. Victims are told that they must return the call...
by Steven J Weil, PhD, EA, LCAM | Jan 3, 2020 | Blog, Personal Tax
Congress recently passed—and the President signed into law—the SECURE Act, landmark legislation that may affect how you plan for your retirement. Many of the provisions go into effect in 2020, which means now is the time to consider how these new rules may affect...
by Steven J Weil, PhD, EA, LCAM | Jan 2, 2020 | Blog, Personal Tax
Need help getting organized for your 2019 tax return? We have just the thing to help you make sure that you have every thing you need when it comes time to see your tax professional. Just download the 2019 Tax Organizer and review the information it calls for. Now is...
by Steven J Weil, PhD, EA, LCAM | Dec 23, 2019 | Blog, Personal Tax
The SECURE Act Just when we though it was safe to wrap up preparations for 2019 tax season, congress has passed and the president has signed into law new legislation. That legislation is the “Setting Every Community Up for Retirement Enhancement” Act of 2019 (SECURE...
