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Disclaimer: The information contained in past newsletters was accurate as of the date of publication. Due to frequent tax law changes, information may no longer be accurate. For the latest tax information, please contact an MDTAXES CPA.

Click on the month name to view full text of articles.

Month	First Article	Second Article
2010 Newsletters
September 2010	Why The FICA Refund Only Applies to Pre-4/1/2005 Wages	IRS Offers One-Time Special Filing Relief Program for Small Charities; Oct. 15 Due Date to Preserve Tax-Exempt Status
August 2010	Roth Reminder	Clock Is Ticking For $1,500 Tax Credit For Energy Efficient Improvements Made To Your Home
July 2010	July 21st Is Deadline To Apply For Up To $5 Million Grant For Your Biomedical Research Project	Quick Tax Refunds Available To Individuals Who Suffered A Loss Within A Declared Disaster Area
June 2010	New Tax Breaks For Doctors in Practice	Is A Locum Tenens Position Right For You?
May 2010	Caveat for Roth Converters	Spring Cleaning
April 2010	Increased Taxes As Part Of Health Care Reform	IRS Announces They Will Begin Processing Pre-4/1/05 FICA Refunds For Medical Residents Who Filed Paperwork
March 2010	No Documentation Equals No Deduction for Non-Cash Donations	Show Me The Money
February 2010	Augment Your Audit Awareness	Funding Your Child's College Tuition Bill Today
January 2010	Memo on Roth Conversions	IRS Announces 9% Decrease to Standard Mileage Rate for 2010
2009 Newsletters
December 2009	Minimize Taxes On 2010 Roth Conversion With IRA Roll Out	$8k Homebuyer Tax Credit Gets Extended and Expanded
November 2009	No Increase To Social Security Max for 2010	IRS Announces Few Increases to Retirement Savings Limits For 2010
October 2009	How To Avoid the Upcoming One-Two Punch to Your Pocketbook	Hybrid Vehicle Tax Credit Update
September 2009	Mortgage Industry Enters Period of Over-Underwriting	Doing Your Due Diligence: A Key Component To Successfully Buying A Healthcare Practice
August 2009	Clock Is Ticking To Get $4,500 From Government For Trading In Your Clunker	Disability Insurance: The Cost of Being Female
July 2009	Government Rewards New Homeowners With $8,000 Bounty Through November 30th	How A "Practice Assessment" Can Improve Your Practice
June 2009	Light Turns Green on Tax Credit of Energy Efficient Home Improvements	$44k For Compliance With New EHR Mandate
May 2009	Should You Convert To A Roth in 2010?	2010 Version Of Our Roth IRA Conversion Quiz
April 2009	What the F?  It's Almost April 15th	The FICA Issue For Medical Residents and Fellows Lives On
March 2009	Tax Breaks Included As Part of the American Recovery and Reinvestment Act of 2009	Long-Term Care Insurance For Your Parents
February 2009	Minimize Your Healthcare Costs and Save Taxes With An HSA	A Case Study About Various Deductions
January 2009	Re: 2009	Medical Resident FICA Issue Update
2008 Newsletters
December 2008	What A Trilemma!	2008 Year-End Tax Planning Is A Definite Maybe
November 2008	Social Security Max Increases to $106,800 For 2009	IRS Announces Higher Retirement Plan Limits For 2009
October 2008	What's The Tax Plan, Man?	Complying With The Nanny Tax Rules
September 2008	The Housing Assistance Tax Act of 2008	Tax Breaks For Lost Deposits At IndyMac And Other Banks That Fail
August 2008	'Tis the Season	Disability Insurance: What's Old Is What's New Again
July 2008	Are High Gas Prices Pushing You To Buy A New Car?	The IRS' Dirty Dozen
June 2008	The Relative Value of a Tax Break	What's Your Stuff Worth?
May 2008	Were You Surprised On April 15th?	5 Reasons Doctors Lose Money On Their First Employment Contract
April 2008	A Rant About Roths	Do You Have A Financial Compass?
March 2008	Ready For A Rebate?	Is Your Credit Score As High As You Think?
February 2008	A Tax Dollar Saved Is A Dollar Earned	Decisions About Deductions
January 2008	What A Relief!	What's Deductible?
2007 Newsletters
December 2007	Tax Saving Opportunities for Self-Employed Individuals	Checklist to Cut Your 2007 Taxes
November 2007	Social Security Max Increases to $102,000 For 2008	IRS Announces Few Increases to Retirement Savings Limits For 2008
October 2007	AMT Spells Bad News For Taxpayers in 2007	Tax Credit for Honda Hybrids Getting Hit
September 2007	Real Risks With Rental Real Estate	Buy or Lease?
August 2007	Clock is Ticking For Environmentally Friendly Tax Breaks	Avoid Surprises Next Winter With A Mid-Year Tax Projection
July 2007	"Kiddie Tax" Increased For Second Time In Two Years	Understanding the "Hobby Loss" Rules
June 2007	More People Eligible For A Roth IRA in 2007	Student Loan Interest - Valuable Tax Break or Cruel Irony?
May 2007	Arbitrage In The Tax Code Equates To Free Money For Your Family	Spring Cleaning
April 2007	Time to File or Extend	Watch Out - Mutual Funds Are Paying Big Dividends Once Again
March 2007	The Re-Emergence of Non-Deductible IRAs	Cost Seg Studies Can Unlock Valuable Tax Breaks For Real Estate Owners
February 2007	Inflation - The Tax Code's Secret Weapon	Additional Benefits of 529 Plans
January 2007	Become This Year's "Biggest Winner"	Are You At Risk Of Being Audited?
2006 Newsletters
December 2006	Checklist To Cut Your Taxes	IRS Announces Higher Standard Mileage Rates For 2007
November 2006	Social Security Max Increase to $97,500 for 2007	IRS Announces Higher Retirement Plan Limits For 2007
October 2006	"Kiddie Tax" Age Jumps to 17	Can You Trust The Government Not To Change The Roth Rules?
September 2006	More Recent Tax Law Changes	Big Changes to Charitable Donation Rules
August 2006	Two Major Changes to Tax-Free Roth Accounts	First Quarter Sales Figures For Hybrid Vehicles Announced
July 2006	Retirement Plans For the Self-Employed	How's Your FICO?
June 2006	Recent Tax Law Changes	Clock is Ticking for Hybrid Car Tax Credit
May 2006	Plan Now to Take Advantage of Expiring Tax Breaks	Deadline Looms to Consolidate Student Loans at Today's Low Rate
April 2006	Filing An Extension Buys You Six Months	Moonlighters May Face High Tax Bill on April 15
March 2006	Student Loan Interest Rates Rising	Track Your Professional Expenses Tax Breaks for Homeowners
February 2006	Stealth Tax Update	End Those Credit Card Solicitations
January 2006	RE: 2006	Home Office Revisited

2005 Monthly Tax Newsletters

• December 2005:  There's No Place Like Home -- Checklist To Cut Your Taxes

• November 2005:  Social Security Max Increases to $94,200 for 2005 -- Three Free Peeks At Your Credit Report

• October 2005:  The New Roth 401(k) and 403(b) -- Get Used to the Use Tax

• September 2005:  Recent Tax Law Changes -- Back Into Your Budget

• August 2005:  New Car Donation Rules -- IRS Penalties

• July 2005:  To Incorporate or Not To Incorporate -- Do You Have A Health Care Proxy

• June 2005:  Avoid the 30 Year Car Loan -- Interest Rate Update

• May 2005:  No Match Doesn't Mean No Good -- How To Save $5,000 Annually Through Electronic Health Records 

• April 2005:  The Ubiquitous AMT -- Should You File For an Extension?

• March 2005:  What is "Financial Planning"? -- How To Break the $10,000 Monthly Disability Barrier

• February 2005:  Hot Employment Law Topic: Non-Compete Agreements -- Memo to Moonlighters

• January 2005:  Reset Your Monthly Retirement Savings -- Fads Are Usually Frauds

2004 Monthly Tax Newsletters

• December 2004:  More Recent Tax Law Changes -- 8 Steps to Cut Your 2004 Tax Bill

• November 2004:  Recent Tax Law Changes -- Social Security Max Increase to $90,000 for 2005 

• October 2004:  Benefits of Being Your Own Boss -- Tax Break For Vehicles and Leasehold Improvements Expiring

• September 2004:  Deducting Travel Expenses - Deducting Meals & Entertainment

• August 2004:  Have You Heard About HSA's? -- When $1.00 is Worth $1.55 or More

• July 2004:  Life Insurance: What Kind Should You Buy? -- Andrew Schwartz's S.O.S. for Savings

• June 2004:  College Savings Confusion -- The New Independent 529 Plan

• May 2004:  Invest the Government's Money and Keep the Earnings -- A Tale of Two Taxes 

• April 2004:  Investing in I Bonds -- When April 15th Means April 15th 

• March 2004:  Basic Estate Planning -- Jointly or Separately 

• February 2004:  Ordinary + Necessary = Deductible -- Checklist to Bring Your Great Idea to the Public Market

• January 2004:  Save Taxes Before The Tax Savings Sunset -- Life Settlements: A Secondary Market for Life Insurance

2003 Monthly Tax Newsletters

• December 2003:  What's New? (Home Office Update and Increased Tax Breaks For Students Paying Tuition) -- Checklist to Cut Your Taxes -- Second Major Tax-cut Package in Just Three Years

• November 2003:  Social Security Max Increase to $87,900 for 2004 -- Don't Get On The IRS Radar Screen

• October 2003:  Watch Out For the A.M.T. -- The Return of "Own-Occupation" Disability Insurance

• September 2003:  How to Survive an IRS Audit --  Do You Use a Professional Tax Preparer?

• August 2003:  Is Your I.D.A.P List Up-do-date? -- The Hummer Deduction

• July 2003:  Why Good Tax Planning Backfires -- Good News For Recipients of NIH Loan Repayment Programs -- Are You An Employee Or An Independent Contractor?

• June 2003:  Recent Tax Law Changes -- Disability Insurance: What You Need To Know Before You Buy

• May 2003:  Home Sweet Home  -- How to Avoid Paying Taxes When Selling Real Estate

• April 2003:  Three Reason to File For an Extension -- Unable to Pay Your Taxes by April 15th?

• March 2003:  It's Now Easier to Be Green -- Tax-wise Investing

• February 2003:  Favorite Deductions for Aggressive Taxpayers -- How Aggressive Are You With Your Deductions?

• January 2003:  New Year's Resolutions to Improve Your Finances -- Plan Ahead and Cut Your Taxes -- What's New for 2002?

2002 Monthly Tax Newsletters

• December 2002:  The Government Now Pays You When You Save for Your Retirement -- Checklist to Cut Your Taxes -- What's New for 2002?

• November 2002:  Social Security Max Increases to $87,000 for 2003 --  Have You Set Up a Solo 401(k) Plan Yet?

• October 2002:  Are You Doing All That You Can Do? --  Get More For Your Money Through Your Flexible Benefits

• September 2002:   Beware of The Alternative Minimum Tax (AMT)

• August 2002:   How's Your Retirement Savings Holding Up?

• July 2002:   New and Improved Ways to Save for a Child's Education -- Education Savings Accounts -- 529 College Savings Plans
  

• June 2002:  The Basics of Life Insurance -- Life Insurance Definitions
• May 2002:  What's New for 2002? -- The Possibility of Home Ownership May Be Closer Than You Think
• April 2002:  Unable to Pay Your Taxes by April 15th? -- Finding Financial Counseling You Can Really Afford
• March 2002:  Deducting Your Unreimbursed Professional Expenses -- Deducting Automobile Expenses
• February 2002:  How Are You Doing With Your Financial Resolutions For 2002? -- The Home Office Deduction
• January 2002:  New and Improved Student Loan Interest Rules -- Increasing Your Household Cash Flow if You or Your Spouse Has Recently Been Laid Off -- Tax and Financial Planning Calendar for 2002

2001 Monthly Tax Newsletters

• December 2001:   Checklist to Cut Your Taxes -- Plan Ahead to Take Advantage of the New Tax Rules -- Up Your Monthly Savings Amounts -- More Capital Gains Chaos

• November 2001: Social Security Max Increased to $84,900 for 2002 -- Should You Convert Your IRA to a Roth IRA?
• October 2001: Recent Tax Law Changes Provide Lots of New Opportunities -- Say Goodbye to the Stealth Tax -- Attaining Your Debt Reduction and Savings Goals
• September 2001: What's So Great About 401(k) and 403(b) Plans? -- Life, Disability and Long-term Care Insurance
• August 2001: Tax Breaks for Interns and First Year Medical Residents
• July 2001:  Recent Tax Law Changes
• June 2001: Favorite Tax Deductions of "Aggressive" Taxpayers -- Should You Consider Consolidating Your Student Loans
• May 2001: What's Better...Paying Down Your Student Loans or Contributing to Your 403(B) Account at Work? -- Have You Checked Your Credit Report Lately?
• April 2001: Did You Pay Too Much in Taxes?
• March 2001: Potential Tax Law Changes -- Tax Planning Basics Will Remain the Same
• February 2001: You Might Be Entitled to Get Back $3,000 From the Government for Every Year that You Were a Medical Resident Between 1997 and 1999.
• January 2001: How Clean is Your Credit Report? -- When Does $100 Equal $166? -- Tax and Financial Planning Calendar for the Year 2001

2000 Monthly Tax Newsletters

• December 2000: Almost Doesn't Count -- Checklist to Cut Your Taxes -- Year End Tax Planning -- Deducting Business Expenses

• November 2000: Social Security Max Increased to $80,400 for 2001

• October 2000: Annual Newsletter for High Income Taxpayers

• September 2000: Your Annual Fall Financial Review

• August 2000: Investing Clubs

• July 2000: How Does Social Security Work?

• June 2000: The Basics of Basic Estate Planning

• May 2000: Two Mistakes Made by Investors: Having Your Losses Disallowed Because of the WASH SALE rules and Keeping Your Tax Money Invested Right Up Until the April 15th Deadline

• April 2000: Looking For A Tax Efficient Way to Save for Your Child's College Education?

• March 2000: How the Government Squeezes Additional Tax Dollars Out of High Income Taxpayers -- Have You Been Contributing $2,000 to Your IRA Each Year?

• February 2000: Tax Issues Applicable to Unmarried Taxpayers

• January 2000: Good Habits to Minimize Your Taxes -- Tax and Financial Planning Calendar for the Year 2000