Blog
Ryan Rupert’s Tips on Getting Help with Medical Debt
Before I get into my tips for getting help with medical debt, let me start out by saying… we’re less than ONE WEEK away from the IRS beginning to receive electronically-filed returns.That means different things to different people in our Washington client family, but...
Rupert Tax & Advisory Services LLC on the New $600 Reporting Requirement for Digital Payment Apps
To be fair, the new $600 reporting requirement for digital payment apps isn't a Venmo thing ... it's an IRS thing.(Personally, I'm still amazed by how people share their transactions so publicly on these kinds of platforms. But that's a topic for another day.)And I...
Washington Taxpayers, How to Get 2021 Tax Filing Documents in Order
Before I jump into discussing tax filing documents, I hope it's okay that I spare you all of the "new year, new you" stuff.If you're anything like me, you’re being inundated with rehashed well-wishes and generic, happy-clappy "time to set some goals!!!" talk.And I...
Tax and Financial Planning for Multi-Generational Caretaking for Washington Families
One of the trends of recent years has been a rise in multi-generational living for some of my Washington area tax and accounting clients. Whether it's for economic or health reasons, when Mom and Dad or other, older members of the family move in and there are multiple...
Tax-Wise Charitable Giving Strategies From Rupert Tax & Advisory Services LLC
It's a good idea to take your internal temperature and do whatever you need to do to get to a place of focus, amidst all of the national and global distractions that continue ad infinitum. Many of our Washington clients are under enormous pressure for one reason or...
5 Business Mistakes That Can Be Fatal By Rupert Tax & Advisory Services LLC
There is a difference between income and wealth. Tax returns aren't about wealth -- they're about "income", and how that is defined. Business owners and real estate investors have access to powerful tax advantages that wage earners do not ... and wage-earners probably...
Effective Financial Documentation Strategies for Washington Taxpayers
Today’s topic has the benefit of ensuring your Washington "financial fortress" is as airtight as it can possibly be, which has its own advantages. Ah, the wonders of financial documentation... Effective Financial Documentation Strategies For Washington Taxpayers "You...
Four Key Points If You Find Yourself Owing the IRS Money
For many Washington small business owners, and families, it can seem that the government has simply been throwing money around and not paying attention to what is done with it, or collecting what is due. But if you believe that the IRS won't come hunting for ways to...
The Problem With An Unfiled Tax Return For Washington Taxpayers
The unfortunate reality is that if you don't file a tax return -- even if you don't owe any taxes that year -- there can be problems. And, that is obviously the case if you do happen to owe taxes. Not only can the federal government stir up trouble for you, but each...
