conciergetax.com RSS Feed https://conciergetax.com/ Take a look at our recent blog posts and client newsletter articles. en-us Tue, 01 Jun 2021 09:00:00 -0500 Tue, 01 Jun 2021 09:00:00 -0500 What are Estimated Tax Payments? https://www.conciergetax.com/newsletter.php#5 Estimated tax is the tax paid on income not subject to withholding, such as income from self-employment, interest and dividends, rent, prizes and awards, and gains from the sale of assets. Tue, 01 Jun 2021 09:00:00 -0500 https://www.conciergetax.com/newsletter.php#5 Tips to Help You Figure Out if Your Gift is Taxable https://www.conciergetax.com/newsletter.php#3 If you've given money or property to someone as a gift, you may owe federal gift tax. There are, however, exceptions. Tue, 01 Jun 2021 09:00:00 -0500 https://www.conciergetax.com/newsletter.php#3 Tax Considerations When Selling Your Small Business https://www.conciergetax.com/newsletter.php#1 If you've decided to sell your business, you may be looking forward to lazy days ahead with plenty of cash on hand. The reality, however, is that without a tax planning strategy in place, you could be liable for capital gains and other taxes - leaving you with far less cash than you anticipated. Tue, 01 Jun 2021 09:00:00 -0500 https://www.conciergetax.com/newsletter.php#1 Expat Compliance With US Tax Filing Obligations https://www.conciergetax.com/newsletter.php#4 If you're an expat who has relinquished - or intends to relinquish - your US citizenship but still has US tax filing obligations (including owing back taxes), you'll be relieved to know there are IRS procedures in place that allow you to come into compliance and receive relief for any back taxes owed. Tue, 01 Jun 2021 09:00:00 -0500 https://www.conciergetax.com/newsletter.php#4 Changing Jobs? Don't Forget About Your 401(k) https://www.conciergetax.com/newsletter.php#2 One of the most important questions you face when changing jobs is what to do with the money in your 401(k) account. Making the wrong move could cost you thousands of dollars or more in taxes and lower returns. Tue, 01 Jun 2021 09:00:00 -0500 https://www.conciergetax.com/newsletter.php#2 Tax Withholding for Seasonal and Part-Time Employees https://www.conciergetax.com/newsletter.php#2 Part-time and seasonal employees are subject to the same tax withholding rules that apply to other employees. Sat, 01 May 2021 09:00:00 -0500 https://www.conciergetax.com/newsletter.php#2 Tax Return Tips for Last-Minute Filers https://www.conciergetax.com/newsletter.php#1 If you've been procrastinating about filing your tax return this year, here are some tips that might help. Sat, 01 May 2021 09:00:00 -0500 https://www.conciergetax.com/newsletter.php#1 Saving for Education: Understanding 529 Plans https://www.conciergetax.com/newsletter.php#3 Section 529 plans are an excellent way to save for your child's education and can be used for pre-college and vocational education expenses as well as college. Sat, 01 May 2021 09:00:00 -0500 https://www.conciergetax.com/newsletter.php#3 Deducting Business-Related Car Expenses https://www.conciergetax.com/newsletter.php#5 If you're self-employed and use your car for business, you can deduct certain business-related car expenses. Sat, 01 May 2021 09:00:00 -0500 https://www.conciergetax.com/newsletter.php#5 Avoiding Tax Surprises When Retiring Overseas https://www.conciergetax.com/newsletter.php#4 Are you approaching retirement age and wondering where you can retire to make your retirement nest egg last longer? Retiring abroad may be the answer. But first, it's important to look at the tax implications because not all retirement destinations are created equal. Sat, 01 May 2021 09:00:00 -0500 https://www.conciergetax.com/newsletter.php#4 Cash Transactions Over $10,000 Must Be Reported to IRS On Form 8300 https://www.conciergetax.com/blog.php?id=44 Don't fall into the trap of missing this little-known disclosure form that is required to be filed with the IRS by business owners. Mon, 25 Jul 2016 09:00:00 -0500 https://www.conciergetax.com/blog.php?id=44 2015 Tax Forms and Info Checklist https://www.conciergetax.com/blog.php?id=43 Here is a listing of any/all info you may need to pull together in order to complete this year's tax filings. Sat, 23 Jan 2016 09:00:00 -0600 https://www.conciergetax.com/blog.php?id=43 Whoa! If You Owe the IRS More Than $50K In Taxes, They Can Now Take Your Passport https://www.conciergetax.com/blog.php?id=42 New law allows IRS to revoke your passport if you have a large tax balance owed and do not have a payment plan in place. Sat, 09 Jan 2016 09:00:00 -0600 https://www.conciergetax.com/blog.php?id=42 Did the IRS Send You a Letter? Do Not Freak Out! https://www.conciergetax.com/blog.php?id=19 8 things you should know about those pesky IRS letters. Fri, 29 May 2015 09:00:00 -0500 https://www.conciergetax.com/blog.php?id=19 Welcome Our New Team Members! https://www.conciergetax.com/blog.php?id=41 Theodore "TJ" Jones and Chris Ziko join Concierge Tax Services, LLC Thu, 22 Jan 2015 09:00:00 -0600 https://www.conciergetax.com/blog.php?id=41 A 2014 Tax Forms and Info Checklist for You! https://www.conciergetax.com/blog.php?id=40 A 2014 Tax Forms and Info Checklist for You! Wed, 14 Jan 2015 09:00:00 -0600 https://www.conciergetax.com/blog.php?id=40 Congress Passes Tax Extenders! (Just 351 days late) https://www.conciergetax.com/blog.php?id=39 Congress extends 55 tax breaks that had expired on Dec 31, 2013, into 2014. Wed, 17 Dec 2014 09:00:00 -0600 https://www.conciergetax.com/blog.php?id=39 New Obamacare Tax Forms & Hidden Surprises https://www.conciergetax.com/blog.php?id=38 Get ready for the new 2014 tax forms and reporting requirements of Obamacare. Thu, 27 Nov 2014 09:00:00 -0600 https://www.conciergetax.com/blog.php?id=38 Lynn Frese Joins Concierge Tax Services! https://www.conciergetax.com/blog.php?id=37 Welcome Lynn Frese to the firm, in the role of office assistant and bookkeeper. Thu, 25 Sep 2014 09:00:00 -0500 https://www.conciergetax.com/blog.php?id=37 How To Get Work Done On Vacation (Without Making Your Wife Mad) https://www.conciergetax.com/blog.php?id=36 Tips and Tricks to being productive while away on vacation, and still having the time of your life with your wife and family. Fri, 25 Jul 2014 09:00:00 -0500 https://www.conciergetax.com/blog.php?id=36 Itchy Things: Overpaying Taxes, And Poison Ivy. https://www.conciergetax.com/blog.php?id=35 Not hiring an expert can lead to poison ivy. And overpaying in taxes. Doesn't that make you itch? Sat, 19 Jul 2014 09:00:00 -0500 https://www.conciergetax.com/blog.php?id=35 CT Sales Tax Due Dates to Change to 20th of Month https://www.conciergetax.com/blog.php?id=34 Effective January 1, 2015, all CT sales tax forms and payments will be due on the 20th day of the month following the reporting period. This speeds up the reporting and payment process, so businesses need to be aware and prepare for that. Thu, 26 Jun 2014 09:00:00 -0500 https://www.conciergetax.com/blog.php?id=34 Foreign Bank Account Disclosures are Due June 30! https://www.conciergetax.com/blog.php?id=33 How to file your Form 114 FBAR by June 30, 2014 Thu, 19 Jun 2014 09:00:00 -0500 https://www.conciergetax.com/blog.php?id=33 What If The IRS Had A Black Friday Sale? https://www.conciergetax.com/blog.php?id=32 â??Black Fridayâ? Tax Planning Puts Taxes on Sale! Thu, 28 Nov 2013 09:00:00 -0600 https://www.conciergetax.com/blog.php?id=32 2013 Tax Forms Checklist https://www.conciergetax.com/blog.php?id=31 Get a head start this year, and use this handy checklist to help you gather your tax forms for tax season! Tue, 12 Nov 2013 09:00:00 -0600 https://www.conciergetax.com/blog.php?id=31 Is the IRS Closed? What to Expect During the Government Shutdown https://www.conciergetax.com/blog.php?id=30 A list of services that will be open and closed during the government shutdown. Sat, 05 Oct 2013 09:00:00 -0500 https://www.conciergetax.com/blog.php?id=30 How to Drive The IRS Crazy: Tax Deductions for Your Car https://www.conciergetax.com/blog.php?id=29 Tips for getting the most out of your business vehicle tax deductions. Sun, 21 Jul 2013 09:00:00 -0500 https://www.conciergetax.com/blog.php?id=29 Tax Rehab - Follow The 12 Step Program https://www.conciergetax.com/blog.php?id=28 Attention Taxaholics! If you can admit you have a problem paying more in taxes that you legally have to, then Robert Gambardella, CPA and Certified Tax Coach, is here to help. Sun, 27 Jan 2013 09:00:00 -0600 https://www.conciergetax.com/blog.php?id=28 Congress Passes Fiscal Cliff Bill https://www.conciergetax.com/blog.php?id=27 We went over the fiscal cliff! Well, sort of. Thu, 03 Jan 2013 09:00:00 -0600 https://www.conciergetax.com/blog.php?id=27 President Obama Speech in Newtown CT https://www.conciergetax.com/blog.php?id=26 Excerpt's from President Obama's Dec 16 Speech at Newtown High School in CT Mon, 17 Dec 2012 09:00:00 -0600 https://www.conciergetax.com/blog.php?id=26 Tax Alert - Hurricane Sandy Tax Relief https://www.conciergetax.com/blog.php?id=24 Wed, 31 Oct 2012 09:00:00 -0500 https://www.conciergetax.com/blog.php?id=24 Year End Tax Planning for Business Owners https://www.conciergetax.com/blog.php?id=23 Some simple steps you can take before December 31 to minimize your 2012 tax bill. Sat, 20 Oct 2012 09:00:00 -0500 https://www.conciergetax.com/blog.php?id=23 Grading Mitt Romney\'s 2011 Tax Returns https://www.conciergetax.com/blog.php?id=22 A Certified Tax Coach offers an entertaining review of Mitt Romney's fascinating 2011 tax returns. Sat, 22 Sep 2012 09:00:00 -0500 https://www.conciergetax.com/blog.php?id=22 8 Reasons Why Tax Planning Is A Complete Waste Of Time https://www.conciergetax.com/blog.php?id=21 Tax planning is usually the best investment you can ever make. But 2012 is different. Don't waste your time. Here is why. Fri, 07 Sep 2012 09:00:00 -0500 https://www.conciergetax.com/blog.php?id=21 Romney Hood, Obamaloney, and Obamneycare. A Play On Words. https://www.conciergetax.com/blog.php?id=20 A slew of coined campaign words will dominate in a presidential contest for the ages. Which coined terms will stick? And which won't work at all? Tue, 07 Aug 2012 09:00:00 -0500 https://www.conciergetax.com/blog.php?id=20 Can a Business Meal be 100% Deductible? https://www.conciergetax.com/blog.php?id=18 Most meals and entertainment expenses are limited to a 50% tax deduction limit. Here is how to double those deductions. Wed, 02 May 2012 09:00:00 -0500 https://www.conciergetax.com/blog.php?id=18 Tax Records and Spring Cleaning: What to Keep and What to Toss https://www.conciergetax.com/blog.php?id=17 How long should you hold on to your tax documents before you can throw them away? Mon, 30 Apr 2012 09:00:00 -0500 https://www.conciergetax.com/blog.php?id=17 The Book Is Now Available, Thanks for Your Support! https://www.conciergetax.com/blog.php?id=16 Fri, 17 Feb 2012 09:00:00 -0600 https://www.conciergetax.com/blog.php?id=16 Book Releases Today! \"Secrets of a Tax Free Life\" https://www.conciergetax.com/blog.php?id=15 Now available at Amazon.com Thu, 16 Feb 2012 09:00:00 -0600 https://www.conciergetax.com/blog.php?id=15 2011 Tax Documents Checklist https://www.conciergetax.com/blog.php?id=14 Here is a checklist you can use to help gather your 2011 tax documents as they arrive in the mail, so you can organize them for your friendly tax preparer! Enjoy! Mon, 09 Jan 2012 09:00:00 -0600 https://www.conciergetax.com/blog.php?id=14 CT Job Expansion Credit https://www.conciergetax.com/blog.php?id=11 CT Job Expansion Credit went into effect this week, and offers a monthly credit of $500 or $900 per employee for qualified new jobs created between 1/1//2012 and 1/1/2014. Mon, 02 Jan 2012 09:00:00 -0600 https://www.conciergetax.com/blog.php?id=11 Do You Need to Send Out Form 1099-MISC? https://www.conciergetax.com/blog.php?id=10 Simple instructions and guidance on why, how, and when to issue 1099 Forms to your service providers. Sat, 24 Dec 2011 09:00:00 -0600 https://www.conciergetax.com/blog.php?id=10 New Book Announcement https://www.conciergetax.com/blog.php?id=9 Robert Gambardella, CPA CTC from Shelton, CT, announces his new book "Secrets of a Tax Free Life" to be released in January 2012. Tue, 20 Dec 2011 09:00:00 -0600 https://www.conciergetax.com/blog.php?id=9 What If The IRS Had A Black Friday Sale? https://www.conciergetax.com/blog.php?id=8 Shelton, CT Tax Planner Announces IRS Black Friday Sale! Fri, 25 Nov 2011 09:00:00 -0600 https://www.conciergetax.com/blog.php?id=8 The Back of My Baseball Card https://www.conciergetax.com/blog.php?id=7 Certified Tax Coach discusses his "Stats" in the form of measurable results he delivers to his clients. Wed, 02 Nov 2011 09:00:00 -0500 https://www.conciergetax.com/blog.php?id=7 Tax Planning for NASCAR Drivers https://www.conciergetax.com/blog.php?id=6 A hilarious letter to NASCAR drivers, offering them free tax planning advice, from a CPA and Certified Tax Coach, Robert Gambardella, principal at Concierge Tax Services in CT. How many of these tax-saving strategies apply to you? Sun, 03 Jul 2011 09:00:00 -0500 https://www.conciergetax.com/blog.php?id=6 CT's New Tax Rates and Tax Laws https://www.conciergetax.com/blog.php?id=5 New Income Tax Brackets and Sales Tax Rules Go Into Effect for 2011 Wed, 22 Jun 2011 09:00:00 -0500 https://www.conciergetax.com/blog.php?id=5 2010 Tax Forms and Documentation Checklist https://www.conciergetax.com/blog.php?id=4 Here is a 2010 Tax Forms and Documentation Checklist To Help You Get Organized! Thu, 13 Jan 2011 09:00:00 -0600 https://www.conciergetax.com/blog.php?id=4 Small Business Jobs Act Offers Surprise Retirement Advantages https://www.conciergetax.com/blog.php?id=3 Did you know you can convert your employer 401K plan to a Roth Account? Sun, 21 Nov 2010 09:00:00 -0600 https://www.conciergetax.com/blog.php?id=3 Surprise 2010 Health Insurance Deduction https://www.conciergetax.com/blog.php?id=2 2010 Small Business Jobs Act Offers Surprise Health Insurance Deduction Tue, 16 Nov 2010 09:00:00 -0600 https://www.conciergetax.com/blog.php?id=2 President Obama Overpaid Thousands in Income Tax in 2009 https://www.conciergetax.com/blog.php?id=1 A thorough analysis of President Obama's 2009 tax return by proactive tax planners in a national meeting reveals Obama overpaid his taxes by hundreds of thousands of dollars. Wed, 06 Oct 2010 09:00:00 -0500 https://www.conciergetax.com/blog.php?id=1