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Tuesdays with Morey - Tax Tips®

Tuesdays with Morey Tax Tips provides Tax Tips for people living and or working outside of the United States. These are citizens of the United States that live or work outside of the country and need valuable information on items concerned with filing their United States Tax Returns. Tuesdays with Morey Tax Tips includes information such as off-shore banking accounts and the requirements for filing and declaring these off-shore accounts. Tuesdays with Morey Tax Tips adds great value to those who are still confused on their tax obligations when living or operating a business off-shore.
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Tuesdays with Morey - Tax Tips®
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Jan 24, 2017

In this episode, hosts Morey and Macarena discuss the importance of organizing your tax documents, and figuring out which deadline your taxes are due on. Morey shares an example of how he saved a client $200,000 in taxes, simply by rewriting a contract. Only experienced financial planners are able to see through the tax code and get to the possibilities. Take the advice of the Tuesdays with Morey Tax Team and start your planning today!

 

Key Takeaways:

[1:07] Getting your tax documents organized for 2016.

[1:45] 110% of last year’s taxes are due to avoid penalties.

[2:50] You should have bought big items and paid bonuses by December 31st.

[4:02] Buying stock has no depreciation value.

[5:18] Looking ahead and planning for 2017.

[6:44] You tax accountant or lawyer should be replaced if they don’t have the right knowledge.

[9:40] Morey spends his weekends working on client accounts.

[11:28] Investors in vacation properties should look more closely at the piece parts of their buildings.

[12:22] An example of someone building a furniture store in Costa Rica.

[12:50] H&R Block has some unseasoned employees.

[14:29] Financial planning is essential to the growth of your business.

[15:55] Many people don’t understand how much help they really need.

[17:01] Be cautious when doing business with your friends.

[18:15] 50% of tax returns Morey reviews could be adjusted to save the taxpayer money.

[20:18] Did you know you can use your retirement money to buy an investment property?

 

Mentioned in This Episode:

Glazer Financial Network

Email Macarena: macarenarose@gmail.com

Tuesdays with Morey on Facebook

Expat Tax Expert

Email Glazer Financial: mglazer@glazerfinancial.com

MacarenaRose.com

Rainforest Realty

 

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