CPA Client Tax Letter for 4th Quarter 2016

Posted on November 18, 2016 by admin

Client Tax Letter 2016 4th Quarter deals with Year-End Tax Planning for:

  • More Certainty
  • Itemized Deductions
  • Deducting Taxes Paid
  • Charitable Donations
  • Medical Deductions
  • Retirement Tax Planning
  • Business Tax Planning
  • Avoiding a Soaking – The average residential flood claim was more than $39,000 from 2010 – 2014, greater than the average flood insurance policy premium of approximately $700 per year.

This CPA Client Tax Letter is provided by Terri Moss Hornberger, CPA to its clients through an arrangement with the AICPA, which holds the  copyright to the CPA Clint Tax Letter and reserves all rights. Permission is required for any further redistribution or reuse of this content. Please direct any such inquiries to copyright@aicpa.org.

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CPA Client Tax Letter for 2nd Quarter 2016

Posted on May 13, 2016 by admin

Client Tax Letter 2016 2nd Quarter Deals with:

  • Cons and Pros of Roth IRAs
  • Facing College Costs
  • Deducting Taxes Paid
  • QTIP Trust Still Offer Advantages
  • Succession Planning for a Family Business
  • Down to Zero – The 0% cost-of-living adjustment (COLA) for Social Security benefits in 201 follows COLAs of only 1.7% in 2013, 1.5% in 2014, and 1.7% in 2014, far below the 4.1% historical average

This CPA Client Tax Letter is provided by Terri Moss Hornberger, CPA to its clients through an arrangement with the AICPA, which holds the  copyright to the CPA Clint Tax Letter and reserves all rights. Permission is required for any further redistribution or reuse of this content. Please direct any such inquiries to copyright@aicpa.org.

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CPA Client Tax Letter for 1st Quarter 2016

Posted on March 25, 2016 by admin

Client Tax Letter 2016 1st Quarter Deals with:

  • Past Losses Offer Winning Opportunities
  • What You Should Know About Student Loans
  • Passive Activity Losses From Rental Property
  • Supreme Court Decision May Affect State Taxes
  • SIMPLE 401(k) Plans May Appeal to Employees

This CPA Client Tax Letter is provided by Terri Moss Hornberger, CPA to its clients through an arrangement with the AICPA, which holds the  copyright to the CPA Clint Tax Letter and reserves all rights. Permission is required for any further redistribution or reuse of this content. Please direct any such inquiries to copyright@aicpa.org.

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Tax Day Trouble, Terri in the News

Posted on June 15, 2015 by admin

Your worst nightmare, you need help from the IRS to finish your return and you can’t reach them. Worse yet, you find out that a fraudulent return was filed in your name and you HAVE to reach the IRS. Now you find out you will have to spend days in line at the IRS fixing this issue.

Our local NBC affiliate came and talked to Terri to see how a tax professional handles these issues. Check out the story here!

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Tax Withholding, Terri Hornberger in the News

Posted on May 5, 2015 by admin

How important is getting your tax withholding allowances correct? Just ask your CPA! Terri Hornberger makes sure her client’s have the correct allowances so they are not giving the government an interest-free loan. This is such an important topic that the local NBC affiliate did a story on this topic and interviewed Terri!

Check it out here!

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CPA Client Tax Letter for 2nd Quarter 2015

Posted on April 2, 2015 by admin

Client Tax Letter 2nd Quarter 2015 Deals with:

  • Renting versus Buying a Home
  • Tax-Free Roth IRA Conversions
  • Final Regulations Bolster Longevity Annuities
  • As Collectibles Boom, Selling Can Be Taxing
  • S Corporation or LLC?
  • Be Wary of Accumulated Assets

This CPA Client Tax Letter is provided by Terri Moss Hornberger, CPA to its clients through an arrangement with the AICPA, which holds the  copyright to the CPA Clint Tax Letter and reserves all rights. Permission is required for any further redistribution or reuse of this content. Please direct any such inquiries to copyright@aicpa.org.

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CPA Client Tax Letter for 1st Quarter 2015

Posted on March 9, 2015 by admin

Client Tax Letter 2015 1st Quarter Deals with:

  • Deductions for Dining Out
  • Grandparent Aid for College Costs
  • Tax-Free Income From Renting Your Home
  • Deducting Foreign Business Travel
  • Reasonable Compensation for S Corporation Owners

This CPA Client Tax Letter is provided by Terri Moss Hornberger, CPA to its clients through an arrangement with the AICPA, which holds the  copyright to the CPA Clint Tax Letter and reserves all rights. Permission is required for any further redistribution or reuse of this content. Please direct any such inquiries to copyright@aicpa.org.

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CPA Client Tax Letter 4th Quarter 2014

Posted on January 21, 2015 by admin

Client Tax Letter 2014 4th Quarter Deals with:

  • A Tale of Two Couples
  • Year-End Investment Tax Planning
  • Year-End Charitable Tax Planning
  • Year-End Family Tax Planning
  • Year-End Retirement Planning
  • Year-End Estate Planning
  • Year-End Business Tax Planning

This CPA Client Tax Letter is provided by Terri Moss Hornberger, CPA to its clients through an arrangement with the AICPA, which holds the  copyright to the CPA Clint Tax Letter and reserves all rights. Permission is required for any further redistribution or reuse of this content. Please direct any such inquiries to copyright@aicpa.org.

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Terri Moss Hornberger, Named Chair of Dallas CPA Society

Posted on October 31, 2014 by admin

Terri Hornberger CPATerri Moss Hornberger was named chair of the Dallas CPA Society, the second largest chapter of the Texas Society of Certified Public Accountants (TSCPA). You can read all about it in the Delta Zeta Alumnae Member News! They wrote an excellent article about her.

Congratulations Terri!

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