Weldon Wulstein

July 1, 2015

Jul 2015 – Tax Planning and Organizing & Combined Business and Vacation Travel

Summer time is a good time to start planning and organizing your taxes You may be tempted to forget all about your taxes once you’ve filed […]
June 1, 2015

Jun 2015 – Identity Verification Letters & Donating a Life Insurance Policy

What you should do with an identity verification letter from the IRS In its efforts to combat identity theft, the IRS is stopping suspicious tax returns […]
May 1, 2015

May 2015 – Filing 2014 Foreign Financial Account Reports & Taxation of College Financial Aid

Filing 2014 foreign bank and financial account reports If you have a financial interest in or signature authority over a foreign financial account exceeding certain thresholds, […]
April 1, 2015

Apr 2015 – Tax Calendar Q2 2015 & Gift Treatment

Tax Calendar Q2 2015 April 15 Besides being the last day to file (or extend) your 2014 personal return and pay any tax that is due, […]