It’s a big world out there. And if you’re not keeping in touch with what’s new, ado and adapting, you could find yourself in catch-up mode for a long time. Please don’t get me wrong. I’m really not trying to use fear as a motivator, here. We’ve all seen how well that’s working. I do [...]
Entries Tagged as 'Deborah A. Morgan'
WELCOME TO OUR FOURTH ISSUE
February 29th, 2008 · No Comments
Tags: Barry Ridge · Barry Ridge Graphic Design · Cindy Mann · Color Marketing Group · Connections · Connections Vol.1 No.4 · Deborah A. Morgan · Ed Rohn · Richard F. Sperling · Scot Simmons · Vinh Bui
PERSONAL FINANCE: What to Bring With You To the Taxman
January 28th, 2008 · No Comments
– Deborah A. Morgan, CPA
OK. Time to get organized. You should receive all 1099 forms by January 31st or shortly thereafter. What do you need to have when you visit your taxman? Here are some basics…
Essential “Bring-Withs”
Your W2
Last years return statement (if your accountant doesn’t already have it)
A 1099 INT form
1099 DIV form
1099B [...]
Tags: Connections Vol.1 No.3 · Deborah A. Morgan · Personal Finance · Tax Preparation · Taxes
PERSONAL FINANCE: How to Reduce Your Taxable Income (Part II)
December 21st, 2007 · No Comments
– Deborah A. Morgan, CPA
In order to benefit from year-end tax planning it is always a good idea to look at two years at a time…say, 2007 and 2008.
By so doing, you can compare and determine (based on your particular situation) whether deductions should be moved from 2008 into 2007 or your income deferred from [...]
Tags: Connections Vol.1 No.2 · Deborah A. Morgan · Personal Finance · Reducing Taxable Income · Taxes
PERSONAL FINANCE: How to Reduce Your Taxable Income (Part I)
November 16th, 2007 · No Comments
– Deborah A. Morgan, CPA
It’s getting towards the end of the year and it’s a good time to start thinking about ways to reduce your taxable income.
Let’s start with an easy way to do just that (and feel good in the process): donate to a charity.
Checks are the easiest way to make a tax-deductible donation. [...]
Tags: Connections Vol.1 No.1 · Deborah A. Morgan · Personal Finance · Reducing Taxable Income · Taxes
