Jackie Perlman

Jackie Perlman
ahead conscious money next plan possibly save stress taxes throughout
If you plan ahead and are conscious of taxes throughout the year, you'll save a lot of stress and possibly money come next April.
bonds bunch corrected forgot irs love middle nice note savings saying year
I once cashed out a bunch of savings bonds in the middle of the year and forgot about them. Then I got a nice little love note from the IRS saying they'd corrected my return.
home office people
The home office deduction is more nuanced than people think.
money start surprised
My recommendation is to start small. You'll be surprised by just how many things you can use your FSA money for.
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You'd be amazed at the kind of things people come in and think they can deduct. If you're not sure about a deduction, talk to someone who knows the law, not your Uncle Louie.
bunch couple fee investor outrageous pay tax thousand trader trades typed typical
A day trader could have a couple thousand trades while even a more typical investor could still have 20 to 40 trades during a year. If you have a bunch of trades, you'd end having to pay an outrageous tax preparation fee because there'd be so many trades that would have to be typed in.
certain help totally understand
The important thing to understand is there are certain things you can do. They may or may not help you. It's not something that is just totally and completely under control.
child claims credit dependency income longer mother tax
The grandmother can't take the dependency exemption if the mother claims the child for the Earned-Income Tax Credit any longer under the new rules.