Tag Archives: Certified Financial Planner

Helping Son Pay College Loans

Today TaxMama hears from Jack in the TaxQuips Forum who is bursting with pride over his son. “We are in more of a position to help my graduating son financially than when he started 3.5 years ago. He’s very sharp with investments. So we’re looking for ways to develop these skills while building cash to […]

Reviews & Awards for Small Business Taxes Made Easy

The second edition of McGraw Hill’s popular book by Eva Rosenberg is garnering a number of positive reviews and picking up awards. Silver Medal We were delighted to hear that we picked up the silver medal in the 4th annual Axiom business book awards in the Business Reference (legal, how-to, technology) category. The Axiom Business […]

EA Exam Review Courses and CPA Courses

Listed below are a few of the thousands of courses listed at our affiliate website, CPATrainingCenter.com. These courses change weekly, so please check back often. Auditing & Attestation Business Environment & Concepts Financial Accounting Regulation Licenses/Designations – Select State –AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDCDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest […]

Serial IRA Rollovers

Today TaxMama hears from Steven in NJ who is totally bewildered by a friend’s behavior. Here’s the long story. “My friend has about half a million dollars in an IRA account. He took a distribution of $50K from the account and told the bank it was a rollover. Before the 60-day rollover deadline, he sent […]

Capital Losses – Plus

Today TaxMama hears from Brian in Kentucky who tells us. “In 2006 I sold my house and had some decent profits. I decided to invest some of it and lost $13,000 quickly in the stock market so I closed my accounts. No more of that for me. If I don’t have any capital gains in […]