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Renting Your Home or Vacation Home for Short Periods

Renting Your Home or Vacation Home for Short Periods

by PTF | Feb 1, 2021 | Articles, Individuals

Article Highlights: Airbnb, VRBO, and HomeAway Rented for Fewer than 15 Days During the Year The 7-day and 30-day Rules Exceptions to the 30-Day Rule Schedule C Reporting Many taxpayers rent out their first or second homes without considering tax consequences. Some of...
What Happens if I Receive an IRS CP2000 Notice?

What Happens if I Receive an IRS CP2000 Notice?

by PTF | Jan 25, 2021 | Articles, Resource, Tax Representation

There are few things that can send a chill down your spine more than mail from the IRS. Just seeing the agency’s name on an envelope’s return address creates anxiety. If you find yourself in that position and open the mail to find a CP2000 notice inside, you don’t...
Preparing for 2021: Tax Planning Strategies for Small Business Owners

Preparing for 2021: Tax Planning Strategies for Small Business Owners

by PTF | Jan 18, 2021 | Articles, Business Services, Planning Services, Resource

If you are a small business owner, every penny of your income counts. This means that you not only want to optimize your revenue, but also minimize your expenses and your tax liability. Unfortunately, far too many entrepreneurs are not well-versed on the tricks and...
Don’t Fall Behind in Saving for Retirement

Don’t Fall Behind in Saving for Retirement

by PTF | Jan 11, 2021 | Articles, Individuals, Planning Services

Article Highlights: Predicting Social Security Income Planning for the Future Employer Retirement Plans Tax Incentive Retirement Savings Plans Some folks have been tapping or suspending their retirement savings to make ends meet during this COVID-19 pandemic, and...
New Business? Tax Issues to Consider

New Business? Tax Issues to Consider

by PTF | Jan 8, 2021 | Articles, Business Services, Planning Services, Resource

Article Highlights: Business Entity Selection Start-Up Cost Elections Organizational Expenses Equipment Depreciation & Expensing Opportunities Vehicle Luxury Auto Rules Leasehold Improvement Expense Options In spite of COVID-19 restrictions many entrepreneurs are...
SBA Questioning PPP Borrowers with Loans Over $2 Million

SBA Questioning PPP Borrowers with Loans Over $2 Million

by PTF | Jan 6, 2021 | Announcements, Articles, Business Services, News

Article Highlights: PPP Loans Affected Borrowers Loan Application Certifications SBA Compliance Questionnaires When Congress initially authorized the Paycheck Protection Program, its intent was to provide loans that would be partially or completely forgiven if used...
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  • How Long Should You Keep Old Tax Records?

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      Customers Paying Late? How to Create Statements
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      How Can You Save a Business After the Owner Dies?
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      Here’s how to take a page from the ultra-wealthy playbook and make full use of Roth Individual Retirement Accounts
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      How Long Should You Keep Old Tax Records?

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