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Congratulations to JMA Client, Dr. Rodney Haring

Congratulations to JMA Client, Dr. Rodney Haring

By on Jun 20, 2019 in Uncategorized | 0 comments

JMA client, Rodney Haring, PhD, MSW, is a faculty researcher at Roswell Park Comprehensive Cancer Center. Dr. Haring was honored with a Research Into Action Award from the Robert Wood Johnson Foundation’s New Connections Initiative for his contributions and success in the field including influencing the health of Indigenous communities. Read more about Dr....

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Tax Lesson – Substantiation Rules for Non-cash Charitable Contributions

By on Jan 28, 2019 in Uncategorized | 0 comments

Here is a great lesson regarding the rules for larger than average non-cash charitable contributions. The lesson explores the tax court case of Estelle C. Grainger v. Commissioner, T.C. Memo and her clever (but incorrect) method of using charitable contributions as tax deductions. This complex and interesting case is explored in Pepperdine University School of...

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New Laws Passed Regarding Sexual Harassment

By on Jan 14, 2019 in Uncategorized | 0 comments

Newly passed laws mean that all employers in New York State are required to adopt and implement a sexual harassment prevention policy, or ensure that the policy they adopt meets or exceeds certain minimum standards. The standards outline what sexual harassment is, the rights of employees, how to proceed, and other vital information. To learn more about the...

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Tax Deductions you Don’t Want to Miss

By on Dec 31, 2018 in Uncategorized | 0 comments

One of the biggest changes the new tax law brings is a near doubling of the standard deduction, which means fewer people will likely have to itemize. Here are some tax breaks that everyone should consider (if they apply to you): Individual Retirement Accounts (IRA) Health Savings Account (HSA) in conjunction with a High-Deductible Health Plan (HDHP) Self Employment...

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IRS Warning: Check Your Federal Withholding

By on Dec 17, 2018 in Uncategorized | 0 comments

What is the IRS warning? It’s for retirees — make sure you’re paying enough federal income tax. The Tax Cuts and Jobs Act of last December changed the income tax calculations for most filers. This means that most retirees will probably see a decrease in tax liability. Retirees should adjust the amount of taxes they pay accordingly. If they don’t make the...

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