Tag Archives: tax advisor

Webinar: Reconciling the 1099-K and 1099 MISC

This year, people in business or selling on eBay will be getting 1099s from both their banks (or PayPal) and their customers. Often, those 1099s will overlap, telling the IRS that you received much more money than you really earned. There is a trick to reporting these 1099s that will help you avoid audit, while […]

Care and Feeding of your PTIN Series – Session 2 – The RTRP Exam

The IRS established new regulations for tax professionals recently. After nearly 100 years without any form of tax preparer licensing or overview, it’s time for tax preparers to exhibit that they have a fundamental understanding of tax law, tax preparation and ethical standards. Now there is a new exam that ALL otherwise uncredentialed tax preparers […]

Care and Feeding of your PTIN Series – Session 1 – Maintaining Your RTRP

NOTE: All regulations re:RTRPs have been suspended – these rules no longer apply. The IRS established new regulations for tax professionals recently. After nearly 100 years without any form of tax preparer licensing or overview, it’s time for tax preparers to exhibit that they have a fundamental understanding of tax law, tax preparation and ethical […]

Making up Info

Today TaxMama® hears from Tasha with a disturbing problem. “My girlfriend is thinking of filing for an education tax credit even though she is not enrolled in school at the moment. She says the person doing her taxes can issue a 1098T form if and when the IRS was to ask for proof, which will […]

Why Your Business Needs A Tax Pro, Part 1

How’s Your Crystal Ball?  You’re a savvy entrepreneur and you’re smart about your money, but you’ve found yourself over your head with the IRS. There’s no need to be embarrassed about admitting that you need help sorting out your finances.  The real shame is in hiring the wrong hired gun to tame the taxman. Choose […]

H&R Block Radio Show – Tax Tips for Individuals

Listen here  –  Tax Tips for Individuals                         Read the script of the show below: PROGRAM 1: Tax Tips for Individuals Originally aired:   Thursday, March 25    10:00 a.m. – 11:00 a.m. EDT Introduction – Tax Mama Welcome and Introductions o        Thanks for joining §                    Introduce hosts: §                    Chris Wilson, Master Tax Advisor o        Wilson has been […]

TaxMama’s® Tax Optimization Secrets

[This Special Report is only for TaxMama Family Members and Prime Members. It is a transcript of a special session just for members of Alex Mandossian’s courses.] By Eva Rosenberg, MBA, EA  WHY is tax optimization so important to help you achieve greater success?  You are here at Alex Mandossian’s TeleSeminar Secrets course because you […]

IPO profits

Today TaxMama hears from Sam in New Jersey with this question. “My company did an IPO this year and I will quadruple my income based on my sale of stocks. These were options I exercised years ago, before the IPO. The exercise price was 1/20th of the sales price. How do I minimize my taxes […]