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12 Mar 2020, 6:00 am
"https://t.co/ItIWGHrpEu— Joe Kristan (@joebwan) March 11, 2020 Here's why:HSA-compliant health insurance plans must include certain features (and are proscribed from including others). [read post]
26 Dec 2019, 6:29 am
"As promised, I reached out to longtime FoIB Joe Kristan, who kindly replied:"Without knowing more, I don't see any reason why it wouldn't be taxable. [read post]
2 May 2019, 10:30 am
#TaxCourthttps://t.co/K2i8qeDDUt— Joe Kristan (@joebwan) May 1, 2019 Original content copyright © InsureBlog [read post]
18 Sep 2018, 6:26 am
.■ And finally, via our friend Joe Kristan, we learn that Cash for Clunker Co-Op's is still going strong. [read post]
31 Dec 2017, 1:46 pm
Luv @jenniferblumer (31) @JodyPadarCPA – Jody Padar – Tax Quickbooks CPA Adjunct Professor Xero Firm Partner Sage Networker MACPA Professional Speaker Accounting Today Freshbooks The Radical CPA (32) @joebwan – Joe Kristan – Tax guy. [read post]
7 Sep 2017, 6:00 am
Thanks to longtime FoIB Joe Kristan, we learn about the McGuires:"In 2013, the McGuires had consulted with their state ACA exchange, Covered California which determined ... they were entitled to an advance premium assistance credit of $591 per month"[ed: APAC/APTC = subsidy]They dutifully took CC's word for it, and signed up for a plan with a $1,200 per month premium [ed: redefining the term "Affordable Care" in the process], but for which they were only… [read post]
26 May 2017, 2:07 pm
Happily, Joe Kristan took over the weekly tax roundup, Scott Fruehwald... [read post]
19 May 2017, 12:05 pm
This week, Joe Kristan (CPA & Shareholder, Roth & Company (Des Moines, Iowa); Editor, Tax Update Blog) discusses a recent Tax Court case highlighting the perils of do-it-yourself tax preparation. [read post]
12 May 2017, 6:53 pm
This week, Joe Kristan (CPA & Shareholder, Roth & Company (Des Moines, Iowa); Editor, Tax Update Blog) discusses another in a long line of bizarre Eighth Circuit ESOP decisions. [read post]
5 May 2017, 12:05 pm
This week, Joe Kristan (CPA & Shareholder, Roth & Company (Des Moines, Iowa); Editor, Tax Update Blog) discusses a recent Tax Court case disallowing the deductions from a bed and breakfast operated out of Larry Bird's former home under the vacation home rules. [read post]
28 Apr 2017, 11:30 am
This week, Joe Kristan (CPA & Shareholder, Roth & Company (Des Moines, Iowa); Editor, Tax Update Blog) discusses a rare Tax Court victory for a taxpayer who succeeded in being treated as a real estate professional for purposes of the passive loss rules. [read post]
21 Apr 2017, 1:12 pm
Joe Kristan (CPA & Shareholder, Roth & Company (Des Moines, Iowa); Editor, Tax Update Blog): Monday, April 17, 2017 Diane Ring, Panama Papers: The One-Year Anniversary (Surly Subgroup). [read post]
14 Apr 2017, 3:25 pm
This week, Joe Kristan (CPA & Shareholder, Roth & Company (Des Moines, Iowa); Editor, Tax Update Blog) discusses a recent Tax Court decision denying limited partner status to law firm partners. [read post]
7 Apr 2017, 3:35 pm
This week, Joe Kristan (CPA & Shareholder, Roth & Company (Des Moines, Iowa); Editor, Tax Update Blog) discusses a recent Tax Court case holding that an employer of a independent contractor reclassified as an employee is not liable for failing to withhold taxes if the employee pays the taxes on... [read post]
31 Mar 2017, 5:59 pm
This week, Joe Kristan (CPA & Shareholder, Roth & Company (Des Moines, Iowa); Editor, Tax Update Blog) discusses the Tax Court's recent reminder about the limits of management fees in shifting income for tax planning purposes. [read post]
24 Mar 2017, 5:21 pm
This week, Joe Kristan (CPA & Shareholder, Roth & Company (Des Moines, Iowa); Editor, Tax Update Blog) discusses a recent Tax Court case denying a couple's claimed $18,000 charitable deduction for used clothing donated to their church. [read post]
17 Mar 2017, 1:31 pm
This week, Joe Kristan (CPA & Shareholder, Roth & Company (Des Moines, Iowa); Editor, Tax Update Blog) discusses a recent Tax Court case highlighting the difficulty S corporation shareholders face in overcoming the way an item is characterized on a K-1. [read post]
10 Mar 2017, 3:08 pm
This week, Joe Kristan (CPA & Shareholder, Roth & Company (Des Moines, Iowa); Editor, Tax Update Blog) discusses how the House GPO Affordable Care Act replacement plan complicates 2016 tax filing. [read post]
3 Mar 2017, 1:10 pm
This week, Joe Kristan (CPA & Shareholder, Roth & Company (Des Moines, Iowa); Editor, Tax Update Blog) discusses a Tax Court case illustrating the importance of complying with the technical requirements for deducting gifts of long-term capital gain property to charity. [read post]
24 Feb 2017, 5:57 pm
This week, Joe Kristan (CPA & Shareholder, Roth & Company (Des Moines, Iowa); Editor, Tax Update Blog) highlights the lesson of a recent Tax Court case: friends shouldn't let friends claim the business bad debt deduction: You can have a friend, or you can have a bad debt. [read post]
