Dear Valued Client,

This edition of our client newsletter includes the latest on the Healthcare subsidies, IRA rollovers, September 15 business tax extension filing deadline, investment basis and much more.

Our goal is to provide you an unparalleled level of client service. If you see something that you want to talk about, please contact us to explore the possibilities. We rely on satisfied clients as the primary source of new business, and your referrals are both welcomed and most sincerely appreciated!





Mueller & Company , LLC

Don’t Lose Your Insurance Subsidy in 2016 Because You Haven’t Filed Your 2014 Return!


If you are one of the over 1 million individuals who received an Obamacare health insurance premium subsidy last year and have yet to file your 2014 tax return, you are risking your opportunity to receive a subsidy in 2016.
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Partnership, S-Corp and Trust Extensions End September 15


If you have a calendar year 2014 partnership, S-corporation, or trust return on extension, don’t forget the extension for filing those returns ends on September 15, 2015.
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Only One IRA Rollover Every 12 Months - Period!


Although this subject has been brought up before-and, yes, we are harping on the subject because of the profound tax consequences—this is a reminder that, beginning this year, individuals are only allowed one IRA rollover in any 12-month period (this includes SEP and Simple accounts, traditional and Roth IRAs). That is, 12 months must have elapsed from the date a rollover is completed before another rollover can be made. Failure to abide by this rule can be expensive. And the rule applies no matter how many IRAs an individual owns.
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Reverse Mortgages - A Cash Flow Solution for Seniors


Some retirees are faced with mounting debt and inadequate income. What options do these seniors have, especially if they have a mortgage on their home and their retirement income is too low to cover the mortgage payments and have enough left over to have some enjoyment in their golden years?
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Tax Tips for Disabled Taxpayers


Taxpayers with disabilities may qualify for a number of tax credits and benefits. Parents of children with disabilities may also qualify. Listed below are several tax credits and other benefits that are available if you or someone else listed on your federal tax return is disabled.
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Keep Track of Your Investment Basis


In taxes, there is a saying: “Those who keep records win.” If you are an investor, you may have a variety of securities, including stocks, bonds, mutual funds, etc. When you sell those securities, naturally you want to minimize your gains or maximize your losses for tax purposes. Gain or loss is measured from your tax basis in the investment (asset), which makes it important to keep track of the basis in all your investments.
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Don’t Forget Your Retirement!


Even though retirement may be years away, and it may not be the most pressing issue on your mind these days, don’t forget your retirement contributions, especially with generous government incentives involved.
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What Small Business Owners Need To Know About Balance Sheets


The most effective way for small business owners to be sure that they are aware of their company’s financial status is to have an accurate balance sheet that reflects the most current information available. By keeping this information up to date every quarter, you can help yourself avoid a lot of problems and surprises down the road.
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The Mueller & Company , LLC newsletter is available via e-mail on a free subscription basis. You can subscribe or unsubscribe at any time. For more information about - Mueller & Company , LLC, go to http://www.davemuellercpa.com. This message was sent using ClientWhys Persyst. View our permission marketing policy.

Disclaimer: The tax advice included in this newsletter is an overview of some complex tax rules and is not intended as a thorough in-depth analysis of the tax issues discussed. Do not act on the information included in this newsletter without first determining how these issues apply to your particular set of circumstances and if there are any special tax laws or regulations that might apply to your situation.
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Mueller & Company , LLC
David Mueller
Phone: 410-893-1901
Email
www.davemuellercpa.com

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