2019 September newsletter

Andrew Schwartz To Present Free Online CPE Seminar on Growing A Niche Practice

WHEN: Thursday, Sept. 26, 2019 11:00 am - 12:00 pm (Pacific Price: FREE   In a profession where many CPAs and accountants operate as generalists, specializing within a niche can provide a huge competitive advantage.  Many firms have realized that the more focused their practices become, the more their practices grow.  Plus, clients and prospects will… Continue reading Andrew Schwartz To Present Free Online CPE Seminar on Growing A Niche Practice

2019 September newsletter

Tax and Financial Planning Calendar for September 2019

Month Income Taxes Saving and Investing SEPTEMBER 3rd quarter estimates due 9/16/19 "Calendar year" Corporate and Partnership tax returns on extension are due 9/16/19 SIMPLE/IRAs and Safe-Harbor 401k's need to be set up by 10/1 Back to school - Read the monthly blog posted by Our Friends At Strategies for College Sign up for our… Continue reading Tax and Financial Planning Calendar for September 2019

2019 September newsletter

Two Practical Personal Finance Lessons For College Students

by Andrew D. Schwartz CPA  (Originally written for the September 2016 newsletter.) Last week, my wife and I dropped off our older child at college to start his freshman year.  He is eager to spend the next four years taking classes in a variety of interesting subjects while working towards his degree. A lot of… Continue reading Two Practical Personal Finance Lessons For College Students

2019 September newsletter, General

2019 Tax Amount Updates

For 2018, the standard deduction for a single individual is $12,000 and for a married couple is $24,000. A person will benefit by itemizing once allowable deductions exceed the applicable standard deduction. Itemized deductions include state and local income taxes (or sales taxes) AND real estate taxes limited to $10k per year, mortgage interest, charitable… Continue reading 2019 Tax Amount Updates

2019 September newsletter

Making Estimated Tax Payments To Avoid IRS Penalties

by Richard S Schwartz CPA CVA If your tax situation may be changing this year as a result of receiving additional investment or consulting income that you were not expecting when you had met with your tax preparer last spring, you most likely will need to pay to the government additional taxes related to this… Continue reading Making Estimated Tax Payments To Avoid IRS Penalties