DiSabatino CPA Blog

DiSabatino CPA Blog

A blog by Michael DiSabatino CPA with topics on Tax Savings, Business, Management and more...

February DiSabatino, CPA Newsletter

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February 2020

In this Issue: 

This Month:

  • February 14: Valentine's Day
  • February 17: Presidents' Day
  • Reminders:
    • Collect all tax forms (W-2s, 1099s, others)
    • Set up tax appointment
    • Rebalance investment portfolios

   The 2019 tax filing season is in full swing. If you have not already done so, now is the time to collect your tax forms, organize your records and set a schedule to get your tax return completed.

Deep in the Form 1040 instructions is an annual recap of federal income and how the money is spent. Since most taxpayers no longer see these instructions, a recap of this information is provided here for your review.

Given late breaking tax laws, now is a good time to read a review of how newly passed retirement rules could help you save more. This issue also includes an article with several interesting facts about Valentine’s Day and for small business owners, some information is provided to help your employees navigate the new W-4 paycheck withholding form. 

Please call if you would like to discuss how this information could impact your situation. If you know someone who can benefit from this newsletter, feel free to send it to them.

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January DiSabatino, CPA Newsletter

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 January 2020

In this Issue: 

This Month: 

  • January 1: New Year's Day
  • January 15: 4th Quarter Estimated Payments Due 
  • January 20: Martin Luther King Jr. Day 
  • Start Tax Planning for the New Year
    • Adjust Withholdings
    • Organize Filing Records
    • Schedule Tax Consultation 
    • Rebalance Investment Portfolio

   Welcome 2020. A new year calls for a fresh look at your financial strategies. Consider how to make the most of your savings accounts — and don't forget you still have time to fund your IRA! You can also try the following fail-proof tricks to keep your New Year's resolutions on track.

Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them.

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October DiSabatino, CPA Newsletter

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 October 2019

In this Issue: 

This Month:

  • October 1: SIMPLE IRA plan establishment due
  • October 15: Extended individual and C-Corp Tax Return Filing Deadline
  • October 31: Halloween

   Autumn's in full swing, meaning it's time to start preparing for the busy months ahead. You can get ready by learning about the Form 1040 updates you'll see this 2019 tax season, as well as the new Marketplace Facilitator sales tax laws for anyone that sells through Amazon or eBay. You can also brush up on your rights if a bill collector ever harasses you.

Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them.

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August DiSabatino, CPA Newsletter

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August 2019

In this Issue: 

  • I Owe Tax on That? 5 Surprising Taxable Items
  • Headed to the Fair? Avoid These Spending Traps
  • Smart Tactics to Manage Student Debt
  • Cash Flow Concepts That Can Save Your Business

This Month:

  •  September 2: Labor Day

Summer is starting to wind down and the kids will soon be headed back to school. Now is a great time to review if you've had, or will have, any special taxable events this year. The first article highlights five taxable items that come as a surprise to many people. This month's newsletter also includes spending traps to avoid when headed to the fair, ways to manage the burden of student loan debt, and cash flow strategies that can save your business.

Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them.

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July DiSabatino, CPA Newsletter

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July 2019

In this Issue: 

  • Effective Tax Planning Starts Now!
  • Can't Miss Stops for Your Summer Road Trip
  • What You Need To Know About IRS Audits
  • Make Setting Salaries Easier With These 5 Steps

This Month:

  • July 4: Independence Day

Tax day might seem far away, but waiting until year-end to make your tax moves may prove costly to you. Maximizing your tax savings starts with an effective mid-year strategy! Detailed here are some ideas to kick-start your summer tax planning. This issue also includes some unique and free summer travel destinations, an infographic with key IRS audit information, and five steps to help your business set the right salaries for your employees.

Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them.

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May DiSabatino, CPA Newsletter

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May 2019

In this Issue: 

  • You Know You Need Tax Planning If...
  • Al Capone, Aunt Becky, Tax Fraud and You! How you can learn from high-profile tax scandals
  • Watch Out! 7 Vacation Costs That Sneak Up on You
  • 4 Key Elements of Great Business Books

This Month:

  • May 12: Mother's Day
  • May 15: Exempt organization tax returns due
  • May 27: Memorial Day

With tax season in the rear-view mirror, it's full speed ahead into tax planning season. While it's important for everyone to have a tax roadmap, there are key situations that require extra attention so you can avoid a major tax pothole. This issue includes lessons to learn from some high-profile tax scandals, sneaky vacation costs that can ruin your vacation, and an inside look at some key characteristics of a great bookkeeping system.

Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free to send it to them.

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August 2017 DiSabatino, CPA Newsletter

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August 2017

In this Issue:

This Month:

  • September 4th:Labor Day

 Hope you're having a great summer. This month's newsletter overviews the different kinds of state and local taxes that may impact your choice of where to live during retirement. It also looks at the pros and cons of using a Health Savings Account as a tax-advantaged savings tool. There are some tips for conducting an insurance self-review, and advice on becoming a smart renter.

As always, feel free to forward this newsletter to anyone who may benefit.

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