Tag Archives: CPA

Ask TaxMama Issue 623 – Lots of Happy Birthdays

   It’s birthday time. You see the greeting to Dame Judi Dench – easily one of my all-time favorite actors. But it’s also Lulu’s birthday, and David’s and  Barbara’s and Harlan’s and Tony and Tracy and Alicia and lots of other great people this first half of December. So happy birthday to you all!  Sometime […]

Ask TaxMama Issue 622 – Using Charities Wisely

Dear Family What a gloriously busy week! I’ve spent most of it either teaching, or preparing new classes to teach, or finishing up articles for the next couple of months. Have barely come up for air – and there are still to classes to finish preparing for yet today.  

Ask TaxMama Issue 615 – Welcome to Autumn

Dear Family,  This week, there’s a lot of activity in the Legislature and on the Market, but nothing definitive to discuss here. On the other hand, I visited a junior college earlier in the week (see Thursday’s TaxQuips e-mailed newsletter) and was faced with the college’s dwindling budget. They reported that they have been forced […]

Ask TaxMama Issue 613 President Obama Speaks

   Dear Family,  During our class last night, a couple of major things went on in the world. A big chunk of Southern California and San Diego lost electricity. The nuclear power plant at San Onofre was shut down (safely). Meanwhile a student in Texas tells me she just managed to get back into her […]

Ask TaxMama Issue 611 – Full Hearts

Dear Family,  The stock market has been quite a ride this week. Someone was kind enough to thank me for my wise and useful advice and wanted to know if I could also help him with his septic system. (In other words…in case you missed the sarcasm, he’s saying I’m full of excrement.) Which is […]

Ask TaxMama Issue 610 – Keep Your Fork

Dear Family, The week just seems to fly by when you have interesting and exciting things to do. And we definitely have those around here!   We’ve been working with the folks at NASBA to arrange for continuing education credit for CPAs who take TaxMama’s® courses and the SFV Breakfast roundtable. It takes a lot of […]

Trustworthy Tax Negotiator

Today TaxMama hears from Judy in the TaxQuips Forum who needs help.  “I am struggling to maintain my household, have four years of back taxes to file and settle and my home was just foreclosed on. I was contacted by someone claiming that they can help negotiate a reduction in tax liability and stop any […]

Ask TaxMama Issue 603 – Success and Failure

  Dear Family,  You’ve heard the old Chinese (or is it Jewish) curse – may you live in interesting times!   This week, I am.  One of the things I write about in the very first chapter of Small Business Taxes Made Easy is failing because of success. It’s a warning to business-owners to make provisions […]

Ask TaxMama Issue 602 – It Feels like Summer

  Dear Family,  The first bit of news this morning was that Jack Kevorkian has died. What a bold, amazing man he was, campaigning for the right to assisted suicide. Of course, none of the obituaries I’ve seen answer the question that’s on everyone’s mind. Did Jack get an assist?  It’s been a busy week […]

Ask TaxMama Issue 601 Happy Memorial Day Weekend

Dear Family,  This weekend is the Memorial Day Weekend. Speaking with TomBuck earlier this week, he tells me his community goes out to the cemetery to honor all the local war veterans, alive or dead. In a close-knit community, this is just one of the many instances when people connect. One of the nice things […]

Ask TaxMama Issue 600 – Wow Quite a Milestone!

Dear Family, Join me today at 11:00 am PT, as I visit Paul Petillo, author of Retirement Planning for the Utterly Confused (love that title!) on Financial Impact Factor Radio.  600 issues of Ask TaxMama!  Wow!  Thanks to all of you who have been with me since the beginning. It’s been an interesting roller coaster […]

Ask TaxMama Issue 598 Happy Mothers Day weekend

Dear Family, Happy Mothers Day weekend. Rather than going to crowded, noisy, over-priced places with bad service on Sunday, consider having everyone go to Mom’s and bring the food and dishes. She won’t have to cook or clean up – and you’ll all have a better time.   Good news for taxpayers like you, and all […]