Tax Notes Third-quarter individual estimated tax payments are due September 15. Credit Card Debt Forgiveness Times can get tough. If you find yourself in a difficult situation when it comes to credit card debt, you may be able to make an arrangement with card companies to pay a fraction of the debt owed. The remaining… Read more
Posts Categorized: News
Sally Lindberg & Associates July 2017 Newsletter
Mid-Year Tax Planning When your circumstances change, your tax situation may also change. If you’ve had (or are expecting) any life changes, such as a change in marital status, buying or selling a house, having a baby or changing jobs, please contact me so we can avoid any unpleasant surprises come tax season. Deducting… Read more
Tax Insight April 2017 Newsletter
Tax Notes If you no longer use paper checks, you can make payments to the IRS using myPay. For 2016, the annual gift tax exclusion is $14,000 per donee. For 2016, a qualified individual may exclude up to $101,300 of qualified foreign earned income. Set up my Social Security Account Setting up my Social Security… Read more
IRS Scam Phone Calls
Please click here to read an article on bogus IRS phone calls.
Security Awareness for Taxpayers
Please click HERE to read an article on some precautions you can take to keep your personal information secure.
3 Page Questionnaire
Please click HERE to print out the 2016 3 page questionnaire!
Charitable Contributions
Have you heard the latest changes in charitable contributions? The IRS has put out some new information regarding charitable contributions and the eligibility to claim these deductions. Please click HERE to read the article or watch the video below!
Sally Lindberg & Associates January 2014 Newsletter
The January issue of the Sally Lindberg Newsletter includes important tax information and tips that could save you or your business money. Click Here To Read The Sally Lindberg & Associates January Newsletter
Important Tax Tips For Businesses We’d Like To Share
When a C Corporation converts to an S corporation, it is subject to an extra set of tax rules. Although the conversion itself is not a taxable event, assets held at the time of conversion when sold during a certain time frame are subject to an extra tax. This time frame is called the recognition… Read more
Important Tax Tips For Individuals We’d Like To Share
Important Tax Tips For Individuals . On January 2,2013, President Obama signed The American Taxpayer Relief Act into law. This bill is over 150 pages and retroactively extends many of the sunset provisions as well as permanently patching Alternative Minimum Tax (AMT). However, the following items were only extended until December 31, 2013, and without… Read more