Switch to ADA Accessible Theme
Close Menu
+

Tag Archives: tax audit

Success Key Concept

Documentation is the key to business expense deductions

By Legacy Protection, LLP |

If you have incomplete or missing records and get audited by the IRS, your business will likely lose out on valuable deductions. Here are two recent U.S. Tax Court cases that help illustrate the rules for documenting deductions. Case 1: Insufficient records In the first case, the court found that a taxpayer with a… Read More »

Facebook Twitter LinkedIn
Dice

Don’t roll the dice with your taxes if you gamble this year

By Legacy Protection, LLP |

For anyone who takes a spin at roulette, cries out “Bingo!” or engages in other wagering activities, it’s important to be familiar with the applicable tax rules. Otherwise, you could be putting yourself at risk for interest or penalties — or missing out on tax-saving opportunities. Wins You must report 100% of your wagering… Read More »

Facebook Twitter LinkedIn
iStock_000002148838Small

What 2015 tax records can you toss once you’ve filed your return?

By Legacy Protection, LLP |

The short answer is: none. You need to hold on to all of your 2015 tax records for now. But this is a great time to take a look at your records for previous tax years and determine what you can purge. The 3-year rule At minimum, keep tax records for as long as… Read More »

Facebook Twitter LinkedIn