 |
 |
 |
|
 |
|
 |
 |
 |
 |
 |
|
|
 |
Check out the Bader Martin archive for articles on a wide range of topics including personal and business finance; federal, state and local tax issues, profitability and business operations, and the effective use of technology.
Subject to the Alternative Minimum Tax for 2009 or 2010?
By
David A. Stiefel, MBA, CPA/PFS; Principal and Director, Family and Closely Held Business Services
Know the Important Federal Tax Deadlines for 2010?
By
Aron Segal, MBA, MPAC, CPA; Manager, Tax Services
Defaulting on a Debt? Falling Behind On or Abandoning a Mortgage?
By
Chris W. Strand, MST, CPA/PFS; Principal and Director, High Net Worth Services
Contributing to Haitian Relief?
By
Ryan M. Bray, CPA; Senior Manager, Tax Services; with contributions from Madalina Dobra
Managing Your Charity’s Endowments Responsibly?
By
Sharron J. O'Donnell, CPA; Senior Manager and Director, Not-for-Profit Services
Liable for Personal Property Taxes in Washington State?
By
Scott F. Usher, MST, CPA; Senior Manager, Tax Services - with contributions from Debby Cunningham
Confused by the Federal Estate Tax Repeal?
By
Susan B. Queary, MAcc, CPA; Principal, Tax Services and Director, Estate Planning Services
Have a Foreign Bank Account, Brokerage Account, Hedge Fund or Mutual Fund?
By
Susan B. Queary, MAcc, CPA; Principal, Tax Services and Director, Estate Planning Services
Telecommuting to Work?
By
Chris W. Strand, MST, CPA/PFS; Principal, Tax Services
Director, High Net Worth Services
Looking to Purchase a New Home?
By
Allan G. Steinman, MBA, CPA; Principal, Tax Services
Principal, Accounting and Assurance Services
Ready for This Year’s Wage Reporting?
By
David A. Stiefel, MBA, CPA/PFS; Principal and Director, Family and Closely Held Business Services
Doing All You Can to Prevent Fraud in Your Business or Not-for-Profit Organization?
By
David A. Thorpe, CPA; Senior Manager, Accounting and Assurance Services
Wondering about the Federal Tax Limits and Deductions for 2010?
By
Rodney K. Fujita, CPA; Principal and Director, Tax Services
Receive a Distribution from Your Retirement Plan this Year?
By
Mary E. Dickinson, CPA; Principal, Tax Services; Principal, Accounting and Assurance Services
Loaning Money to Your Family, Friend, or Business?
By
Scott F. Usher, MST, CPA; Senior Manager, Tax Services
Need an Advisory Board for Your Closely Held Business?
By
Bradley A. Berg, CPA; Principal, Accounting and Assurance Services
Have a Home Office?
By
Andrea Bonaccorsi, CPA; Manager, Tax Services
Donating to Charity?
By
Susan B. Queary, MAcc, CPA; Principal and Director, Estate Planning Services
Have an IRA?
By
Allan G. Steinman, MBA, CPA; Principal, Tax Services; Principal, Accounting and Assurance Services
Buy Products or Services for Resale?
By
Haiying Wang, CPA; Manager, Tax Services
Ready for the New Red Flags Rule on Identity Theft?
By
David A. Stiefel, MBA, CPA/PFS; Principal and Director, Family and Closely Held Business Services
Building or Remodeling Your Home?
By
Chris W. Strand, MST, CPA/PFS; Principal, Tax Services; Director, High Net Worth Services - with contributions from Jeanne Murphy
Know How the New Credit Card Rules Affect You?
By
Ryan M. Bray, CPA; Senior Manager, Tax Services
Think It’s Too Early to Plan for April 15, 2010?
By
Scott F. Usher, MST, CPA; Senior Manager, Tax Services
Are Your Records Really Safe?
By
Mike Basilicato; Manager, Information Technology Services
What If . . . ?
By
Chris W. Strand, MST, CPA/PFS; Principal, Tax Services
Director, High Net Worth Services
Affected by the New “Everything but Marriage” Domestic Partnership Law?
By
Mary E. Dickinson, CPA; Principal, Tax Services
Principal, Accounting and Assurance Services
Know the New Rules for Managing Your Charity’s Charitable Assets?
By
Sharron J. O'Donnell, CPA; Senior Manager and Director, Not-for-Profit Services
Anyone Owe you Money?
By
David A. Stiefel, MBA, CPA/PFS; Principal and Director, Family and Closely Held Business Services
Planning to Sell a Home?
By
Brian Wainscoat, CPA; Manager, Tax Services
Ready for the New COBRA and CHIPRA Requirements?
By
Natalie Novak, PHR; Manager, Human Resources
New Tax Breaks Have You Reconsidering a Car Purchase?
By
Susan B. Queary, MAcc, CPA; Principal, Tax Services; Director, Estate Planning Services
Know Your Risk of an IRS Audit This Year?
By
Andrea Bonaccorsi, CPA; Manager, Tax Services
Own a Small Business that’s Losing Money?
By
David A. Stiefel, MBA, CPA/PFS; Principal, Tax Services; Principal, Accounting and Assurance Services; Director, Family and Closely Held Business Services
Know How Long to Keep Your Tax Records?
By
Stephanie B. Ritchie, CPA; Senior Manager, Accounting and Assurance Services
Wondering How the American Recovery and Reinvestment Act of 2009 Affects Your Business?
By
Rodney K. Fujita, CPA; Principal and Director, Tax Services
Losing Your Health Insurance Due to a Lost Job?
By
Mary E. Dickinson, CPA; Principal, Tax Services; Principal, Accounting and Assurance Services
Wondering How the American Recovery and Reinvestment Act of 2009 Affects You?
By
Walter R. Smith, CPA; Managing Principal; Principal, Tax Services
Liable for Nanny Taxes on Household Help?
By
David A. Stiefel, MBA, CPA/PFS; Principal, Tax Services; Principal, Accounting and Assurance Services
Know the Important Federal Tax Deadlines for 2009?
By
Ryan M. Bray, CPA; Senior Manager, Tax Services
Considered the Benefits of Estate Planning in a Down Economy?
By
Chris W. Strand, MST, CPA/PFS; Principal, Tax Services; Director, High Net Worth Services - with Susan Queary, MAcc, CPA; Principal, Tax Services; Director, Estate Planning Services
Considering Energy-Saving Investments in Your Home or Business?
By
Walter R. Smith, CPA; Managing Principal; Principal, Tax Services
Concerned About the Value of Your 529 College Savings Plan?
By
Allan G. Steinman, MBA, CPA; Principal, Tax Services; Principal, Accounting and Assurance Services
Up on the New Deductions and Limits for 2009?
By
Rodney K. Fujita, CPA; Principal and Director, Tax Services
Receiving Compensation or Benefits as an S Corporation Officer/Shareholder?
By
David A. Stiefel, MBA, CPA/PFS; Principal, Tax Services; Principal, Accounting and Assurance Services; Director, Family and Closely Held Business Services - with Scott Usher, MST, CPA; Senior Manager, Tax Services
Up on the New Changes for IRAs, 403[b] Plans, and Employer-Sponsored Retirement Plans?
By
Mary E. Dickinson, CPA; Principal, Tax Services; Principal, Accounting and Assurance Services
Know the New Standard Mileage Rates?
By
Susan B. Queary, MAcc, CPA; Principal, Tax Services; Director, Estate Planning Services
Losing Money in the Stock Market?
By
Chris W. Strand, MST, CPA/PFS; Principal, Tax Services; Director, High Net Worth Services - with Rodney Fujita, CPA, Principal and Director, Tax Services
Up on the State's New Law Governing Unemployment Insurance Coverage for Corporate Officers?
By
Allan G. Steinman, MBA, CPA; Principal, Tax Services; Principal, Accounting and Assurance Services
Owe Back Taxes to the State of Washington?
By
David A. Stiefel, MBA, CPA/PFS; Principal, Tax Services; Principal, Accounting and Assurance Services;
Director, Family and Closely Held Business Services
Know the New Retirement and Pension Plan Limits for 2009?
By
Mary E. Dickinson, CPA; Principal, Tax Services; Principal, Accounting and Assurance Services
Heard about the Financial Bailout Bill's Tax Relief Provisions?
By
Walter R. Smith, CPA; Managing Principal; Principal, Tax Services
Affected by the Credit Crunch?
By
Bart H. Wilson, MBA, CPA; Principal, Accounting and Assurance Services; Director, Audit Services
Concerned About Your Insurance?
By
Rodney K. Fujita, CPA; Principal and Director, Tax Services
Planning a Purchase of Capital Equipment?
By
Mary E. Dickinson, CPA; Principal, Tax Services; Principal, Accounting and Assurance Services
Anxious About Your Savings and Investments?
By
David A. Stiefel, MBA, CPA/PFS; Principal and Director, Family and Closely Held Business Services - with Chris Strand, MST, CPA/PFS, Principal and Director, High Net Worth Services
Ready for Retirement?
By
Chris W. Strand, MST, CPA/PFS; Principal, Tax Services ; Director, High Net Worth Services
Running a Business? Or a Hobby?
By
Allan G. Steinman, MBA, CPA; Principal, Tax Services; Principal, Accounting and Assurance Services
Naming the Right Beneficiary for Your Retirement Plan?
By
Susan B. Queary, MAcc, CPA; Principal, Tax Services; Director, Estate Planning Services
Considering an Investment in Private Activity Bonds?
By
David A. Stiefel, MBA, CPA/PFS; Principal, Tax Services; Director, Family and Closely Held Business Services
Considered Long-Term Care Insurance?
By
Chris W. Strand, MST, CPA/PFS; Principal, Tax Services; Director, High Net Worth Services
Affected by the New Housing Act?
By
Walter R. Smith, CPA; Managing Principal; Principal, Tax Services
Considered the Impact of the New Form 990 on your Nonprofit's Recordkeeping Systems?
By
Sharron J. O'Donnell, CPA; Senior Manager and Director, Not-for-Profit Services - with Scott Usher, MST, CPA, Senior Manager, Tax Services
Wondering about a Health Savings Account?
By
Allan G. Steinman, MBA, CPA; Principal, Tax Services; Principal, Accounting and Assurance Services
Need to Update Your Not-for-Profit's Policies in Advance of the New IRS Form 990?
By
Sharron J. O'Donnell, CPA; Senior Manager and Director, Not-for-Profit Services - with Scott Usher, MST, CPA, Senior Manager, Tax Services
Falling for Another IRS Scam?
By
Rodney K. Fujita, CPA; Principal and Director, Tax Services
Thought About the Impact of the New IRS Form 990 on Your Not-for-Profit?
By
Sharron J. O'Donnell, CPA; Senior Manager and Director, Not-for-Profit Services - with Scott Usher, MST, CPA, Senior Manager, Tax Services
Gas Prices Have You Considering a Hybrid or an Alternative Fuel Vehicle?
By
Chris W. Strand, MST, CPA/PFS; Principal and Director, High Net Worth Services
Is Your Business Ready for a Recession?
By
Rodney K. Fujita, CPA; Principal and Director, Tax Services
Prepared for the Cost of a College Education?
By
Allan G. Steinman, MBA, CPA; Pprincipal, Tax Services; Principal, Accounting and Assurance Services
Plan to Save Sales Tax by Buying over the Internet?
By
Allan G. Steinman, MBA, CPA; Principal, Tax Services; Principal, Accounting and Assurance Services
Want to Give to Charity, Save Taxes, AND Reduce Your Taxable Estate?
By
Susan B. Queary, MAcc, CPA; Principal, Tax Services; Director, Estate Planning Services
Covered for Workplace Illnesses or Injuries?
By
David A. Stiefel, MBA, CPA/PFS; Principal and Director, Family and Closely Held Business Services
Need Better Access to Your Financial Records?
By
Mike Basilicato; Manager, Information Technology Services
Personal Expenses | Business Expenses. Can You Tell the Difference?
By
Andrea Bonaccorsi, CPA; Manager, Tax Services
Don't Think It's Easy Being Green?
By
Mike Basilicato; Manager, Information Technology Services
Prepared for the Unexpected?
By
Chris W. Strand, MST, CPA/PFS; Principal and Director, High Net Worth Services
Affected by Washington's Newly Expanded Domestic Partnership Law?
By
Mary E. Dickinson, CPA; Principal, Accounting and Assurance Services; Principal, Tax Services
Filing a Form 990-N e-Postcard for Your Not-for-Profit?
By
Scott F. Usher, MST, CPA; Senior Manager, Tax Services
Eligible for the New Zero Percent Tax Rate?
By
Walter R. Smith, CPA; Managing Principa; Principal, Tax Services; Director, Real Estate Services
Is Your Not-for-Profit Ready for the New Form 990?
By
Sharron J. O'Donnell, CPA; Senior Manager and Director, Not-for-Profit Services - Scott Usher, MST, CPA,
Senior Manager, Tax Services
Required to Prepare a 1099?
By
David A. Stiefel, MBA, CPA/PFS; Principal and Director, Family and Closely Held Business Services
Giving Wisely?
By
Chris W. Strand, MST, CPA/PFS; Principal and Director, High Net Worth Services - with Sharron O'Donnell, CPA, Director, Not-for-Profit Services
Overlooking Possible Tax Savings from Your Medical Expenses?
By
Chris W. Strand, MST, CPA/PFS; Principal and Director, High Net Worth Services; with David Stiefel, MBA, CPA/PFS, Principal, Tax Services
Compensation Conforming to NPO Best Practices?
By
Sharron J. O'Donnell, CPA; Senior Manager and Director, Not-for-Profit Services
Pay a Per Diem for Employee Business Travel?
By
Scott F. Usher, MST, CPA; Senior Manager, Tax Services
Registered Your Corporate Officers with the Employment Security Division?
By
Mary E. Dickinson, CPA; Principal, Tax Services; Principal, Accounting and Assurance Services
Have Money in a 403(b) Plan?
By
Mary E. Dickinson, CPA; Principal, Tax Services; Principal, Accounting and Assurance Services
Working Abroad?
By
Allan G. Steinman, MBA, CPA; Principal, Tax Services; Principal, Accounting and Assurance Services
Want to Provide an Incentive for Your Children?
By
Chris W. Strand, MST, CPA/PFS; Principal and Director, High Net Worth Services
Aware of the New Gratuity Disclosure Rules?
By
David A. Stiefel, MBA, CPA/PFS; Principal and Director, Family and Closely Held Business Services
Think You Can’t Use that AMT Credit? Think Again.
By
Chris W. Strand, MST, CPA/PFS; Principal and Director, High Net Worth Services
Affected by the New Federal Tax Regulations on Deferred Compensation?
By
Rodney K. Fujita, CPA; Principal and Director, Tax Services
Eligible for Washington State’s New Domestic Partnership Registration?
By
Mary E. Dickinson, CPA; Principal, Tax Services; Principal, Accounting and Assurance Services
AMT Reducing Your Hybrid Credit?
By
Chris W. Strand, MST, CPA/PFS; Principal and Director, High Net Worth Services
Changes to the Kiddie Tax Affecting Your Financial Plans?
By
Rodney K. Fujita, CPA; Principal and Director, Tax Services
Ready for the Unexpected?
By
Chris W. Strand, MST, CPA/PFS; Principal, Tax Services; Director, High Net Worth Services
Know Your Options for Education Funding?
By
Chris W. Strand, MST, CPA/PFS; Principal and Director, High Net Worth Services
Up on the New Small Business and Work Opportunity Tax Act of 2007?
By
David A. Stiefel, MBA, CPA/PFS; Principal and Director, Family and Closely Held Business Services
Considering a Reverse Mortgage?
By
Chris W. Strand, MST, CPA/PFS; Principal, Tax Services; Director, High Net Worth Services
Up on the New Sales and Use Tax Rules?
By
Allan G. Steinman, MBA, CPA; Principal, Tax Services; Principal, Accounting and Assurance Services
Getting the Right Documentation to Support Your Charitable Contributions?
By
Mary E. Dickinson, CPA; Principal, Tax Services; Principla, Accounting and Assurance Services
Falling for One of the “Dirty Dozen” Tax Scams?
By
David A. Stiefel, MBA, CPA/PFS; Principal Tax Services; Principal, Accounting and Assurance Services; Director, Family and Closely Held Business Services
Can Your Tax Return Land You in Legal Jeopardy?
By
Scott F. Usher, MST, CPA; Senior Manager, Tax Services
Considering a Charitable Donation from Your IRA?
By
Rodney K. Fujita, CPA; Principal and Director, Tax Services
Keeping the Right Tax Records?
By
Stephanie B. Ritchie, CPA; Senior Manager, Accounting and Assurance Services
Are Your Executive Compensation Practices Ready for IRS Scrutiny?
By
Sharron J. O'Donnell, CPA; Senior Manager and Director, Not-for-Profit Services
Got Incentive Stock Options?
By
Chris W. Strand, MST, CPA/PFS; Principal and Director, High Net Worth Services
Would You Recognize this Financial Scam?
By
Chris W. Strand, MST, CPA/PFS; Principal and Director, High Net Worth Services
Use Your Home for Business?
By
Chris W. Strand, MST, CPA/PFS; Principal and Director, High Net Worth Services
Made Your New Year’s Resolutions?
By
David A. Stiefel, MBA, CPA/PFS; Principal, Tax Services; Principal Accounting and Assurance Services
Want More Flexibility in Investing Your IRA Funds?
By
Mary E. Dickinson, CPA; Principal, Tax Services; Principal Accounting and Assurance Services
Does the New Statement on Auditing Standards No. 112 Impact You?
By
Sharron J. O'Donnell, CPA; Senior Manager, Accounting and Assurance Services
Planning to Sell or Contribute Appreciated Property to a Private Annuity?
By
Chris W. Strand, MST, CPA/PFS; Principal and Director, High Net Worth Services
Part of an Unmarried Couple? How Marital Status Affects Financial and Estate Plans.
By
David A. Stiefel, MBA, CPA/PFS; Principal, Tax Services; Principal, Accounting and Assurance Services
Need a Year-End Tax Minimization Strategy for Your Stock Portfolio?
By
Allan G. Steinman, MBA, CPA; Principal, Tax Services; Principal, Accounting and Assurance Services
Who Will Care for Your Children If You Can’t?
By
Susan B. Queary, MAcc, CPA; Principal, Tax Services; Director, Estate Planning Services
Senior Fraud: Know How to Protect Your Loved Ones?
By
Chris W. Strand, MST, CPA/PFS; Principal, Tax Services; Director High Net Worth Services
Know the New Tax Rules for Charities and Donors?
By
Sharron J. O'Donnell, CPA; Senior Manager, Accounting and Assurance Services; Director, Not-for-Profit Services
Want to Accelerate Your Depreciation Deductions?
By
Walter R. Smith, CPA; Managing Shareholder
Director, Real Estate Services
Know the New Tax Rules for Charities and Donors?
By
Sharron J. O'Donnell, CPA; Senior Manager and Director, Not-for-Profit Services with Susan Queary, MAcc, CPA, Manager, Tax Services
Need a Family Office?
By
David A. Stiefel, MBA, CPA/PFS; Principal and Director, Family and Closely Held Business Services
Ready for New Accounting Software?
By
Mike Basilicato; Manager, Information Technology Services
Up to Date on the Federal Income Tax Changes Under TIPRA?
By
Allan G. Steinman, MBA, CPA; Principal, Tax Services; Principal, Accounting and Assurance Services
Do New Changes to the Kiddie Tax Rules Affect You?
By
Rodney K. Fujita, CPA; Principal and Director, Tax Services
Have You Considered a Stretch-out IRA?
By
Ryan M. Bray, CPA; Senior Manager, Tax Services
Want to Eliminate the Estate Tax on Your Home's Value?
By
Susan B. Queary, MAcc, CPA; Principal, Tax Services; Director, Estate Planning Services
Know the Tax Basis of Your Home?
By
Scott F. Usher, MST, CPA; Senior Manager, Tax Services
Are Your Technology Investments Serving You Well?
By
Mike Basilicato; Director, Information Technology Services
Get an Email from the IRS? Someone May Be Phishing!
By
Walter R. Smith, CPA; Managing Principal; Director, Real Estate Services
Is Your SIMPLE IRA Plan in Compliance?
By
Mary E. Dickinson, CPA; Principal, Tax Services; Principal, Accounting and Assurance Services
Is Your Computer Safe?
By
Mike Basilicato; Manager, Information Technology Services
Planning for a Successful Succession?
By
David A. Stiefel, MBA, CPA/PFS; Principal and Director, Family and Closely Held Business Services
Getting Full Value from Your Auditor?
By
Bart H. Wilson, MBA, CPA; Principal and Director, Audit Services
Are You Holding Unclaimed Property?
By
David A. Stiefel, MBA, CPA/PFS; Principal and Director, Family and Closely Held Business Services
Do You Know Your Risk of an IRS Audit?
By
Scott F. Usher, MST, CPA; Senior Manager, Tax Services
Cold Weather or High Gas Prices Got You Thinking about Energy Efficiency?
By
Lawrence R. Ross, CPA; Principal, Tax Services
New Tax Limits and Deductions for 2006
By
Mary E. Dickinson, CPA; Principal, Tax Services; Principal, Accounting and Assurance Services
Been Granted Stock Options?
By
Chris W. Strand, MST, CPA/PFS; Principal and Director, High Net Worth Services
Are Your Compensation and Retirement Plans Ready for 2006?
By
Mary E. Dickinson, CPA; Principal, Tax Services; Principal, Accounting and Assurance Services;
With contributions from Eric Hasson, Manager, Accounting and Assurance Services
Is a Health Savings Account for You?
By
Allan G. Steinman, MBA, CPA; Principal, Tax Services; Principal, Accounting and Assurance Services
Considering a Hybrid Purchase?
By
Rodney K. Fujita, CPA; Shareholder and Co-director, Tax Services
Do You Know Who Your Beneficiaries Are?
By
Susan B. Queary, MAcc, CPA; Principal, Tax Services; Director, Estate Planning Services
Donating a Car, Boat or Plane? Or Receiving One?
By
Scott F. Usher, MST, CPA; Senior Manager, Tax Services
Want to Withdraw Money from Your IRA or 401(k) — Without a Penalty?
By
David A. Stiefel, MBA, CPA/PFS; Principal, Tax Services; Principal, Accounting and Business Advisory Services; Director, Family and Closely Held Business Services
Hired Anyone Lately?
By
Stephanie B. Ritchie, CPA; Senior Manager, Accounting and Assurance Services
Is Your Company Planning to Offer a Roth 401(k) or 403(b)? And Should You Care?
By
Mary E. Dickinson, CPA; Principal, Tax Services; Principal, Accounting and Business Advisory Services
Planning to Sell a Personal Residence That is Also a Home Office or Business?
By
Scott F. Usher, MST, CPA; Senior Manager, Tax Services
Selling Your Home? Be Prepared for the Tax Consequences.
By
Chris W. Strand, MST, CPA/PFS; Principal and Director, High Net Worth Services
Do You Qualify for the New Domestic Production Deduction?
By
Rodney K. Fujita, CPA; Principal and Director, Tax Services
Are You Getting Maximum Value From Your Technology Investment?
By
Mike Basilicato; Manager, Information Technology Services
Are You Up On the IRS' New Rules for Requesting an Extension?
By
Alvin Martin, PhD, CPA; Principal, Tax Services
|
 |
|
|
 |
|
 |
 |
|
 |
|
 |