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Tax Planning Guide for Individuals and Businesses Year-End 2015

Tax Planning Guide for Individuals and Businesses Year-End 2015

AAFCPAs is pleased to provide you with detailed tax planning guides that we know you will find helpful in navigating the numerous tax updates taking effect in 2016! If you have not done so already, there is still time to consider year-end tax-saving opportunities. These tax guides are organized into sections discussing year-end, as well […]

AAFCPAs Warns of Recent IRS-Impersonation Identity Theft Scam

AAFCPAs Warns of Recent IRS-Impersonation Identity Theft Scam

We have been alerted that a number of taxpayers are receiving emails from scammers who are disguising themselves as IRS agents.  Generally, the IRS does not send unsolicited e-mails to taxpayers.  Further, the IRS does not communicate tax account information with taxpayers via e-mail or use e-mail to solicit sensitive financial and personal information from […]

Reduce Your Corporate or Partnership Income Tax for 2015

Reduce Your Corporate or Partnership Income Tax for 2015

For every business, there is a lot at stake when it comes to tax. AAFCPAs wants you to take full advantage of all available tax benefits to assure you are optimizing your tax liability. Below are a few examples of vehicles to consider that may work favorably for you, but your planning should begin now.   […]

Tax planning is an ongoing discipline – waiting for year-end means missing out on real opportunities

Tax planning is an ongoing discipline – waiting for year-end means missing out on real opportunities

Personal and business circumstances are always evolving, presenting opportunities to balance or adjust short-term activities that support a long-term strategy As we head into November, the weight of year-end tax planning starts to bear down on individuals and business owners. Often, this time of year signals a rush of backward-looking assessments and last-minute adjustments to […]

Tax Return Due Dates & Filing Extensions Changed

Tax Return Due Dates & Filing Extensions Changed

Congress & the IRS recently announced changes to due dates for partnership and corporate tax returns, as well as FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR), and several other IRS information returns.  This announcement has received a lot of publicity, but AAFCPAs reminds you that the changes will not affect you […]

Managing the IRS Repair Regulations and the Ongoing Challenges Presented After Initial Implementation

Managing the IRS Repair Regulations and the Ongoing Challenges Presented After Initial Implementation

The IRS final “repair regulations,” effective January 1, 2014, completely revamped the way taxpayers evaluate expenditures in order to determine whether certain costs represent immediately deductible repair expenses, or capital improvements that must be depreciated over time. In addition, regulations issued in Section 1.162-3 provide new guidance on when a taxpayer may deduct costs incurred […]

Community Investment Tax Credits: Donors Investing Over $1K in CDCs Realize Significant Tax Benefits

Community Investment Tax Credits: Donors Investing Over $1K in CDCs Realize Significant Tax Benefits

The Community Investment Tax Credit (CITC) was established as a way to incentivize Commonwealth residents to invest in community development corporations (CDCs).  The CITC program allows taxpayers to realize considerable tax savings when they make a qualified investment (cash contribution) in a CDC’s community development plan.1 Donor Benefits The CITC is an outstanding tax incentive […]

Congress Passes Tax Extender Legislation

Congress Passes Tax Extender Legislation

Update 12/22/14: Since this post was first published, President Obama has signed the items discussed below into law. Congress has passed, and sent to President Obama for signature, a bill (Tax Increase Prevention Act of 2014) extending a number of tax provisions that had expired on December 31, 2013. The bill restores a number of […]

Significant changes announced to IRA rollover rules

Significant changes announced to IRA rollover rules

The IRS announced changes to the rollover rules relating to Individual Retirement Accounts (IRAs) as a result of a recent Tax Court case (Bobrow v. Commissioner). Prior to the Court’s decision, an individual could take cash distributions from multiple IRAs and obtain tax free rollover treatment so long as the funds were rolled over to […]