WRITING · 2013–2014 · ARCHIVE
Notes from the office .
01 About this archive
Three pieces. 2013 to 2014.
Three pieces from 2013 and 2014. The specific rules have shifted — tax law always does — but the questions these address still come up: what counts as a deductible contribution, why filing season opened late that year, how the ACA intersects with your return. Read them as starting points, not current guidance. For the current answer, call.
CALL 479.966.427702 The archive
Latest first.
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Affordable Care Act, in plain terms.
The Affordable Care Act took effect January 1, 2014 — and the confusion was immediate. This piece walks through who the mandate covers, who qualifies for an exemption, when penalties apply, and how the premium assistance credit works for moderate-to-low-income households buying through the Marketplace.
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Tax filing season: three weeks behind.
Expecting a refund and planning to file early? The 2014 season opened January 31 — three weeks late, thanks to the October government shutdown. E-filing still beats paper. April 15th held.
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Year-end planning, charitable contributions.
Charitable giving is deductible — but only when done right. This piece covers what qualifies, what disqualifies, and the substantiation rules: bank records for smaller amounts, written acknowledgement from the organization at the $250 threshold.
End of archive
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