Don't Forget These ACA Exemptions

Everyone is talking about the challenges of ACA for tax preparers. Now that the season is well under way, the challenges may not seem that formidable. My experience is that most people have coverage or have exemptions based on filing threshold. … more »

Behind the AOTC Worksheet

Behind the AOTC Worksheet Introduction As a part of a campaign to increase awareness of education tax credits I created an AOTC worksheet. The Excel version of the worksheet is demonstrated in my article Amending for Education Credits , and includes the… more »

VITA: Day One

Wednesday was our first day of VITA locally. Taxpayers came in at a steady, but not fractic, pace. The slightly earlier opening of the program will help smooth out the demand for the first three weeks. As always there were a few unusual or new issues.… more »

Education Credits: Tax-Aide Has It Wrong

I’ve been talking and writing about education credits intermittently for a year. I’ve written articles, notified accountants, designed flyers, prepared tools for tax professionals, and am readying for making presentations. My latest contribution… more »

Education Credits in TaxWise

Over the past year I've written long articles and prepared materials for an Education Credit Toolkit. Some of it may be intimidating since it gets into the tax code and regulations. This is a brief set of instructions for reporting education credits in… more »

Excelling With Access

Introduction If all of your financial records are maintained in Excel spreadsheets then you may be missing out on many of the advantages of using Access databases. Microsoft Access may already be available in your version of Microsoft Office. It is a… more »

Site Year in Review

While I have been blogging for several years now, and writing for many, many years before, 2014 was one of my most consistent years. The challenging thing about continuously posting new content is that I don't write just to be noticed. While I enjoy… more »