More on Earning 9.62 Percent Tax-Deferred

You may remember from last month’s article that you can buy from now through October 31, 2022, Series I bonds from the U.S Treasury that pay 9.62 percent tax-deferred interest. If you buy now, you earn that 9.62 percent for six months, guaranteed. At the end of six months, the Treasury Department adds the interest […]

Self-Employment: Quick and Dirty Guide to Tax Issues and Savings

Are you considering joining the Great Resignation and becoming self-employed to be in charge of yourself? Yes? Okay, but before leaping, consider the tax implications. This self-employment thing may not be as rosy as it appears. Here’s the big picture. Don’t Believe the Hype Despite what some may believe, becoming self-employed won’t allow you to […]

When Your Income Is Subject to Self-Employment Taxes

Self-employment taxes are to individual business owners what payroll taxesare to employers and employees. They fund Social Security and Medicare. All individuals with self-employment income must pay self-employmenttaxes, regardless of their age. When business owners reach retirement age,they’ll be able to collect Social Security and Medicare A (hospital insurance)benefits if they paid self-employment taxes for […]

Home-Office Deduction If You Operate as a Corporation

Question What does the IRS audit manual say about the home office for an individual who operates his or her business as a corporation? Answer You will be interested in two boilerplate explanations from the Internal Revenue Manual that examiners use to explain why the IRS is denying the home-office deduction:1 We [the IRS] have […]

Health Savings Accounts: The Ultimate Retirement Account

Looking to save for retirement? The first account you should open and fund is not an IRA (regular or Roth) or 401(k). If you qualify, your first retirement account should be a Health Savings Account (HSA). Don’t let the name fool you.The HSA may be the ultimate retirement account. Not looking to save for retirement? […]

New Hope for Restoring and Fixing the Employee Retention Credit

As you may remember, two bad things happened to the Employee Retention Credit (ERC): On November 15, 2021, Congress retroactively repealed the ERC for the fourth quarter of 2021(except for start-up businesses). On August 4, 2021, the IRS issued the clearly irrational Notice 2021-49 stating that a corporateowner with certain living relatives does not qualify […]

Don’t Miss Out on the Employee Retention Credit

Your government wants your small business to survive (and likely thrive, too). Since COVID-19 struck, the government has created free and/or easy money in the form of tax credits and loans that are forgiven. The employee retention credit (ERC) is one such perk for your small business, and it’s operating in high gear right now. […]

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