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Running a Trading Business – and What it Means for Your Taxes

Running a Trading Business – and What it Means for Your Taxes

by PTF | May 7, 2021 | Business Services, Tax Preparation

Running a Trading Business – and What it Means for Your Taxes The average American taxpayer is not aware that people who officially qualify as running a trading business receive special tax treatment. Their income comes from the profit they make by trading options,...
The Tax-Filing Deadline Is Around the Corner

The Tax-Filing Deadline Is Around the Corner

by PTF | May 6, 2021 | Announcements, Tax Preparation

The Tax-Filing Deadline Is Around the Corner Article Highlights: Extensions Balance-Due Payments Contributions to Roth or Traditional IRAs Individual Refund Claims for the 2017 Tax Year Missing Information As a reminder to those who have not yet filed their 2020 tax...
Here’s What Happened in the World of Small Business in April 2021

Here’s What Happened in the World of Small Business in April 2021

by PTF | May 5, 2021 | Articles, Business Services

Here’s What Happened in the World of Small Business in April 2021 Here are five things that happened this past month that affect your small business. 1) President Biden announced tax credits for COVID-19 vaccination paid time off. The President announced on April 21st...
Defer Taxes with Installment Sales

Defer Taxes with Installment Sales

by PTF | May 3, 2021 | Individuals, Planning Services, Resource

Defer Taxes with Installment Sales   Article Highlights: Capital gains rates Surtax on net investment income How it works Existing mortgages Tying up your funds Tax law changes Selling a property one has owned for a long period of time will frequently result in a...
Refund Statute Expiring: Don’t Miss Out!

Refund Statute Expiring: Don’t Miss Out!

by PTF | May 2, 2021 | Announcements, Tax Preparation

Refund Statute Expiring: Don’t Miss Out! Article Highlights: The refund statute expires on May 17, 2021 for unfiled 2017 returns. Unfiled returns will lose out on refundable credits. Refunds may be offset by unpaid child support, past due student loans, and back...
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