Partnerships: 2014 Observations and Updates

The last entry began what might be a series of articles on "Updates and Observations" related to the upcoming tax season. This time I'm dealing with Partnerships. It's been said that one learns most by teaching others, so I hope to learn more about partnerships and upcoming tax issues.. more »

Trusts: 2014 Observations & Updates

This is a review of Trust news so far for 2014, based on what I've bookmarked or saved during the year. The year has been a somewhat quiet one for trusts. There has been some clarification of NIIT for trusts, material participation, and what it means to be a real estate professional as a trust. One thing that may be a highlight is the clarification of what is included in the 2% miscellaneous deductions, and a mention of required unbundling for that purpose beginning in 2015. Considering those issues, you may want to do some end of year tax planning. more »

External Table Data in Access

I'm constantly coming up with new ideas for projects, articles, and ways to do things. One way I tried to keep up with that was create text files with those notes. Many years ago I used Microsoft's cardfile.exe, but it no longer exists in current versions of Windows. Then, a few years ago I tried out the AZZ Cardfile program. Shortly after that I created my own card file database similar to AZZ Cardfile, named simple Simple Cards. more »

Using the Windows Taskbar

Some time ago I wrote about how to organize your desktop to speed switching between opened files in Excel. Of course, you can easily switch between programs in Windows 7 and above by clicking the taskbar icon at the bottom of the screen. Here's another… more »

There's more to retirement than .. retirement

While maintaining my knowledge of tax laws and various business concepts, I've been dipping into financial planning somewhat consistently. While I've learned a lot about financial planning and its tangential fields of expertise, I've noticed that… more »

Tax Credits and Amendments

Andrea is a 26 year old female that was unemployed for all of 2013 and decided to go back to school to complete her criminal justice degree in the fall. She registered in August, received a $1,000 scholarship, a $2,750 Pell grant, a $2,000 student loan.. more »

Rose City Disc Club: Irony in History

A few weeks ago I was playing disc golf at Lindsey when someone mentioned the early history of disc golf in Tyler and how I was a part of it. The discussion went on until it mentioned my involvement in the foundation of RCDC. It's true that I was one of… more »