juliebaumancpa.com RSS Feed http://juliebaumancpa.com/ Take a look at our recent blog posts and client newsletter articles. en-us Wed, 01 Sep 2021 09:00:00 -0500 Wed, 01 Sep 2021 09:00:00 -0500 What Is a Designated Roth Account? http://www.juliebaumancpa.com/newsletter.php#2 If you are a high-income earner who participates in a 401(k), 403(b), or governmental 457(b) retirement plan that has a designated Roth account, making contributions to that account could be a smart move. Wed, 01 Sep 2021 09:00:00 -0500 http://www.juliebaumancpa.com/newsletter.php#2 Verifying Your Identity When Calling the IRS http://www.juliebaumancpa.com/newsletter.php#4 If you need to contact the IRS, you will be asked to verify your identity. Here's what you need to know before you call. Wed, 01 Sep 2021 09:00:00 -0500 http://www.juliebaumancpa.com/newsletter.php#4 Tax Rules for Divorce and Alimony Payments http://www.juliebaumancpa.com/newsletter.php#5 Tax rules regarding divorce and separation can and do change - as they recently did under tax reform - and the last thing on anyone's mind during a divorce or separation is its effect on their tax situation. Wed, 01 Sep 2021 09:00:00 -0500 http://www.juliebaumancpa.com/newsletter.php#5 Tax Relief for Those Affected by Natural Disasters http://www.juliebaumancpa.com/newsletter.php#1 Tax relief may be available if you've been affected by a natural disaster this year, but only if you meet certain conditions. Wed, 01 Sep 2021 09:00:00 -0500 http://www.juliebaumancpa.com/newsletter.php#1 Six Things To Know Before You Start a Business http://www.juliebaumancpa.com/newsletter.php#3 Starting your own business is an exciting prospect, but there is more to it than simply writing a business plan. Wed, 01 Sep 2021 09:00:00 -0500 http://www.juliebaumancpa.com/newsletter.php#3 Which Educator Expenses Are Tax Deductible? http://www.juliebaumancpa.com/newsletter.php#4 Teachers and other educators should remember that they can deduct certain unreimbursed expenses such as classroom supplies, training, and travel on their tax returns to reduce the amount of tax owed. Sun, 01 Aug 2021 09:00:00 -0500 http://www.juliebaumancpa.com/newsletter.php#4 Retirement Plan Options for Small Businesses http://www.juliebaumancpa.com/newsletter.php#5 Employer-sponsored retirement plans are a key component of retirement savings. If you're like many small business owners in the United States, you may be considering the various retirement plan options available for your company. Sun, 01 Aug 2021 09:00:00 -0500 http://www.juliebaumancpa.com/newsletter.php#5 Opting Out of the Monthly Child Tax Credit Payment http://www.juliebaumancpa.com/newsletter.php#2 While many families will benefit from the extra money deposited into their bank accounts, some may want to opt out and instead take the Child Tax Credit when they file their tax return next spring. Sun, 01 Aug 2021 09:00:00 -0500 http://www.juliebaumancpa.com/newsletter.php#2 Minimizing Capital Gains Tax on Sale of a Home http://www.juliebaumancpa.com/newsletter.php#3 Learn how to avoid capital gains tax and why home improvements that qualify for the residential energy property credit can make a difference when selling your home. Sun, 01 Aug 2021 09:00:00 -0500 http://www.juliebaumancpa.com/newsletter.php#3 Key Tax Changes Could Affect Your Tax Situation in 2021 http://www.juliebaumancpa.com/newsletter.php#1 Key tax provisions in the American Rescue Plan Act of 2021 could affect your tax situation. Here's what you need to know. Sun, 01 Aug 2021 09:00:00 -0500 http://www.juliebaumancpa.com/newsletter.php#1 The 2021 JDB Scholarship http://www.juliebaumancpa.com/blog.php?id=3 Wow! What an incredible experience to visit and learn more about our local seniors. Wed, 12 May 2021 09:00:00 -0500 http://www.juliebaumancpa.com/blog.php?id=3 Managing Your Taxes Remotely During a Virtual Tax Season http://www.juliebaumancpa.com/blog.php?id=2 Thu, 25 Feb 2021 09:00:00 -0600 http://www.juliebaumancpa.com/blog.php?id=2 Hello 2021! http://www.juliebaumancpa.com/blog.php?id=1 We can't wait to see what 2021 will bring. To start it off strong, we are introducing a new website! Thu, 07 Jan 2021 09:00:00 -0600 http://www.juliebaumancpa.com/blog.php?id=1