Tag Archives: Eva Rosenberg

Ask TaxMama Issue 629 – Happy Valentines Weekend

 Dear Family,  It’s a beautiful, sunny day here in Southern California. Lots to do. And oh yes, don’t forget. Valentine’s Day is next week. If you’re going to get something…order it now (like these lovely hearts…).  Hopefully, you’re making progress getting your tax returns ready for filing. Please remember, don’t file too early. There are […]

Ask TaxMama Issue 628 – Cheery Cherry Month

Dear Family, This is SuperBowl Weekend. The world will come to halt while sports fans eat, watch, and cheer for their favorite teams. This event is one of the highest grossing events for advertising revenue – while the show’s sponsors try to outdo each other with the best SuperBowl ads. They are such works of […]

Ask TaxMama Issue 627 – Bubbling Over

 Dear Family,  Earlier today, IRS announced that electronic refunds are on target. People can expect to find them in your bank accounts within about 10 days. But, some refunds will be delayed. IRS is beefing up the fraud detection system. Returns with Earned Income Credits, American Opportunity Credits and other refundable credits will take a […]

Ask TaxMama Issue 625 – Happy Friday The 13th

We have some exciting news in our TaxMama EA Exam Review Class family. Not one, but TWO of our students have been appointed to the Taxpayer Advocacy Panel  (TAP). Boris Mikhail and Terri Klug are on the team, working with the Taxpayers Advocate Service to help improve the Internal Revenue Service’s interactions with taxpayers.  Hip, […]

Ask TaxMama Issue 624 – Happy Holiday Season

Dear Family, Although this time of year is meant to be sort of slow, and laid back, so we can just enjoy the buzz from the whole year and the holidays…it’s been quite the opposite. These last couple of months have been a whirlwind – kind of a blur, actually. And there are still a […]

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 621 – Time to Change

Dear Family, This week, we are working on the first review class for the new Registered Tax Return Preparer examination. When I scheduled the class for November, my intention was to take the exam myself, before teaching the course. After all, the IRS announced the new exam would be available by the middle of October. […]

Ask TaxMama Issue 618 – If Only I Had Known

  Dear FAMILY, The other day, I was talking to someone and he said something that really hit a chord with me. I’ve made mistakes, or bad decisions. There are times when I wish I had something differently. Over the years, in my career, in my business, in my tax practice, there were choices or […]

Ask TaxMama Issue 616 – A Sweet and Healthy Year

  Dear Family,  This year is ending tonight – at least on the Jewish calendar. 5772 is starting tonight.  We all need a new, fresh, clean year – filled with lots of hope, anticipation and joy.  I wish you good health, good friends, prosperity and peace.  And may you and everyone you love be written into […]

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 […]