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Cataldo Financial & Consulting Group
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...federal #studentaid #funds are awarded on a first-come, first-served basis? There's no ACTUAL line to stand in, but it's best to get started on your forms and submission ASAP. Complete your #FAFSA as soon as you can.

#CataldoFinancial #college #university #studentloans #studentdebt #grants #scholarships #aid #financialplanner #cpa #cpas #buckscounty #buckscountycpa #motivationmonday
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With over 30 years of experience, #CataldoFinancial is a team you can TRUST! Our excellent A+ #BBB rating is based on a thorough 17-factor point rating system. Call today to experience our quality service for yourself: 215.491.9566 // jpcatcpa.com
#cpas #cpa #dentalcpa #financialplanner #jamison #buckscounty #buckscountycpas #jamisoncpa #betterbusinessbureau #bbb #aplus #friyay
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Next week there are some big deadlines - if you need help with any of these items, contact #CataldoFinancial today: 215-491-9566

1. #Deadline for 2016 #taxreturns for individuals/corporations if you requested/received a 6 month extension.

2. If you plan to change your #Roth to a #Traditional #IRA, that is the last day to do so.

3. It is the last day to fund your #Keogh or #SEP plan if you requested a #filing #extension.

#octoberdeadlines #wednesdaywisdom #dentalcpas #cpa #cpas #jamison #buckscounty #buckscountycpa #jamisoncpas #taxtips jpcatcpa.com
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#WednesdayWisdom from #CataldoFinancial: Photocopy both sides of your #creditcards and other identification for reporting if you lose your wallet.
#cpas #cpa #dentalcpa #buckscounty #jamison #buckscountycpa #jamisoncpa #beproactive #tips
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The law lets you sell your home tax-free if you meet certain #requirements. The home must have been owned and used as your #principalresidence for at least two of the five years prior to the sale. Couples can enjoy up to $500,000 of tax-free profits from a home sale, while singles qualify for up to $250,000 of tax-free gain.

To the extent possible, time home sales to meet the requirements in order to enjoy #taxfree profits.

#CataldoFinancial #cpas #cpa #dentalcpa #realestate #taxtips #buckscounty #financialplanners #jamison #buckscountycpa #jamisoncpa
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Does an animal have a role in your biz - guard dog or cat pest-hunter? U may be able to #deduct the cost on ur #taxreturn. #CataldoFinancial
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Having a #website in today's world is a MUST. Here are 6 #bestpractices to consider when designing or updating your #dentalwebsite, from DentistryIQ.com: http://ow.ly/8YMF30fkgqw
#CataldoFinancial #financialplanners #dentalcpas #cpa #finance #websitedesign #buckscounty #jamison #buckscountycpa #jamisoncpa #cpas
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An #employee works under your supervision and with your equipment. An #independentcontractor works with his own tools and for others. However, if you control when, where and how a contractor works for your business, the IRS may classify him/her as an employee.

#cataldofinancial #wednesdaywisdom #cpas #cpa #businesstips #taxtips #irstips #buckscounty #jamison #buckscountycpa #jamisoncpa #calltoday: 215-491-9566
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Here's an overview of three types of 529 plan distributions:

• Qualified withdrawals. When you take money from the account to pay for college education expenses such as tuition, fees, books, supplies, and equipment, the withdrawals are generally tax- and penalty-free, no matter the age of the account beneficiary.

Caution: Part of the distribution may be taxable when the account beneficiary receives tax-free assistance such as a scholarship. In addition, you must coordinate 529 withdrawals with the American Opportunity Credit and Lifetime Learning Credit, as well as distributions from Coverdell education savings accounts. These rules prevent the use of the same expenses to obtain multiple tax benefits.

• Nonqualified withdrawals. The earnings portion of withdrawals that are used for anything other than qualified education expenses are taxable. You'll also have to pay a 10 percent penalty on the earnings, unless an exception applies.

• Rollovers. You can deposit or rollover withdrawals into the 529 plan of a family member, or into another account of which you are the beneficiary. When the rollover is completed within 60 days after you take the initial distribution, it's not taxable.

If you have questions or need help calculating 529 plan withdrawals, please call our office: 215-491-9566

#cataldofinancial #financialplanners #cpa #cpas #dentalcpa #jamisoncpa #buckscountycpa #jamison #buckscounty #collegesavings #tuition #529plan #savings #taxtips #motivationmonday
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TAX DEADLINE TODAY, September 15:

🔸 Third-quarter installment of 2017 individual and corporation estimated income tax is due.
🔸 S corporations: Filing deadline for 2016 tax returns for S corporations that requested/received a six-month extension.
🔸 Partnerships: Filing deadline for 2016 tax returns for partnerships that requested/received an automatic six-month extension.
🔸 Electing large partnerships: Filing deadline for 2016 tax returns for electing large partnerships that requested/received a six-month extension.

#cataldofinancial #cpas #dentalcpas #cpa #buckscounty #jamison #buckscountycpa #jamisoncpa #taxseason #deadlines #taxtips #reminders
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