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098 Past Due – The Tax Man Cometh

by Derek Sisterhen on March 27, 2010


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Past Due: Radio 098 – The Tax Man Cometh

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CPA and Lukas Coaching Trusted Partner Tom Alfieri dropped by to talk about solid tax management.  Taxes are about as fun as watching paint dry, but for many of the folks I meet, a lack of understand tax basics is very costly.

Tom explained the differences between deductions and credits, and even shed light on some of the relevant credits available from the American Recovery and Reinvestment Act of 2009.

We also discussed the tax issues surrounding settled debts and Roth IRA rollovers.

Today’s Mentionables:

Tom Alfieri, CPA – Tom’s website

The original 1913 Tax Form – This beauty was only a few pages long 97 years ago; my, how the times have changed!

Tax Withholding Calculator – This calculator will help you determine how much you’ll owe or be refunded; great tool for planning throughout the year.

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