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 »

Christian Influence

One of my daily devotions today says "It is probable that God lets every human being who crosses our path do so in order that we may have the opportunity of leaving some blessing and dropping into his heart and life some influence that will draw him… more »

ACA: 2014 Observations and Updates

Discussion of the Affordable Care Act calls for a different format from previous O&U posts since ACA is essentially a new filing requirement. While there has been a considerable amount of change (updates) during the evolution of the law, understanding what the current requirements is the most important thing. That more »

Amending for Education Credits

The focal point in tax preparation of returns with education expenses has traditionally been on the tax-free nature of scholarships and grants. However, when practitioners are preparing returns for students, or parents of students, they… more »