Susan MoussiJan 31, 20192 minBeware of Identity Scams During Tax SeasonThere are countless identity scams to obtain important personal information. Why and how? Scammers try to access your personal...
Susan MoussiOct 17, 20182 minWhen a Tax-Free Employee Benefit Gets TaxedA recent court case illustrates the need to pay attention to your timing when taking advantage of tax-free benefits...
Susan MoussiMar 20, 20182 minHealth Savings Accounts and DivorceA Health Savings Account, otherwise known as an HSA, is an account set up with a trustee to collect, hold, and pay or reimburse for...
Susan MoussiOct 27, 20172 minWhen is a Joint Return Not a Joint Return?The tax court recently ruled on a case complicated by a divorce that was in-process at the time of filing. The lack of clarity, in this...
Susan MoussiOct 24, 20172 minWhen is a Joint Return Not a Joint Return?The tax court recently ruled on a case complicated by a divorce that was in-process at the time of filing. The lack of clarity, in this case, resulted in tim...
Susan MoussiSep 25, 20172 minSIMPLE Plans This Fall?Fall is in the air, and so a reminder about establishing SIMPLE plans, notifying employees, and making elections. SIMPLE plans are easy...
Susan MoussiApr 18, 20172 min11th Hour Tax Filing Changes for 2016: Are You Affected?Two important and recent changes may impact your 2016 tax-filing process..
Susan MoussiMar 17, 20172 minAct Now & Save on Your 2016 Tax ReturnTax filing season provides an opportunity to make decisions that can affect the previous year’s tax bill. There is still time to act on...