by Aurelia E Weems, CPA | Dec 1, 2014 | Blog
December is officially with us. It’s cold and time is running out. By that I mean that we are ONE MONTH away from year end. That’s one month away from doing anything positive to affect your tax burden (with the exception of IRA contributions and a few...
by Aurelia E Weems, CPA | Nov 24, 2014 | Blog
Activity is relatively slow around here this week, and it always puts me in a meditative mood. Thanksgiving is nice because it’s not quite yet the “calm before the storm” which the December holidays represent (right before tax season, as they are)....
by Aurelia E Weems, CPA | Nov 10, 2014 | Blog
I don’t normally delve into politics in these newsletters, but after the midterm election results I have received some questions about what I thought may be changing in our U.S. tax policy moving forward. Here’s what I think may be changing: … Yes,...
by Aurelia E Weems, CPA | Oct 27, 2014 | Blog
Last week, I wrote to you that we would be giving some attention to “tax planning”. If you’re not entirely familiar with the term, it’s the process by which you make moves NOW (before year-end) that can pay off in significant savings by the...
by Aurelia E Weems, CPA | Oct 13, 2014 | Blog
First, I’d like to put out a little mini-fire that’s been raging on the interwebs a little: No — Federal tax refunds are NOT being delayed until October 15, 2015. Sometimes, satire is so close to what’s *actually* happened that it takes on a...
by Aurelia E Weems, CPA | Sep 29, 2014 | Blog
I’ve recently received some emails expressing confusion about the current estate tax situation, and implications for elderly parents. The facts are that many people will be caught uninformed about *exactly* what their options are for their families when they...