March 2, 2015

Records Needed For Your Tax Return By Kelly J. Bullis

Is it March already?!!!  Every year about now, the flood of data starts coming in for us to prepare our client’s tax returns.  We have some […]
March 2, 2015

SOME FACTS ON SOCIAL SECURITY By John R. Bullis

The Treasury Inspector General for Tax Administration (TIGTA) recently reported some facts on the Social Security programs for the fiscal year ended Sept. 30, 2014. Total […]
March 3, 2015

SOCIAL SECURITY BENEFITS THAT CAN BE OVERLOOKED By John R. Bullis

One of our fairly new clients had a pleasant surprise recently.  We finally got more information on her life and situation.  It turns out since she […]
March 10, 2015

NAME CONTINGENT BENEFICIARIES By John R. Bullis

Raymond Williams bought two life insurance policies in 1999.  He originally named three persons as beneficiaries to both policies, but he noted in the policy that […]
March 17, 2015

ILLEGAL IMMIGRANTS MAY BE ABLE TO GET BIG REFUNDS By John R. Bullis

It now seems an illegal immigrant under President Obama’s executive action can now get special refunds. The normal Statute of Limitations is three years to amend […]
March 24, 2015

RENT OR OWN? STAY OR GO? By John R. Bullis

Especially older adults have a choice to consider, rent or own a home? Like most questions, it gets answered with more questions. Do you want to […]
March 31, 2015

SOCIAL SECURITY BENEFITS FOR GOVERNMENT RETIREES By John R. Bullis

A recent Tax Court case, McCarthy v. Commissioner, T.C. Memo 2015-50 is an illustration of how it is easy to be confused about retirement benefits and […]
April 7, 2015

Solar Power – Are We There Yet? By Kelly J. Bullis, CPA

It’s time I updated myself on a previous column I wrote a couple of years ago.  Back then, I took quite a bit of heat from […]
April 7, 2015

REPEAL THE ESTATE TAX? By John R. Bullis, CPA

The House Ways & Means Committee reported out House Resolution 1105 “Death Tax Repeal Act of 2015” by a vote of 22 to 10. As you […]