Posts Tagged ‘fee only’
Deduct It! Deduct It! For Tax Year 2008
Deduct It! Deduct It! is updated each year to document your non-cash charitable donations for use on your individual tax return (Form 1040 Schedule A). Fair Market Values are researched across the country in used clothing stores, thrift shops, online, and other methods. Our program meets all IRS regulations and is designed for you to document your donations as you’re boxing them up. All you may need is a calculator at year-end to add up your tax savings!
About the Author
Bert Whitehead, MBA, JD is a fee-only personal financial advisor and tax attorney. He began his career in 1972, pioneering the Cambridge system, a holistic approach that helps everyday people manage their financial lives. His firm specializes in individual tax returns and we’ve utilized their extensive knowledge in the U.S. tax law in the development of this book. Carol Johnson, RP(sm) is the Operations Director of Bert’s tax practice and is a Registered (financial) Paraplanner through the College of Financial Planning. She holds several certificates in ISO and Six Sigma, and is the development, research, and detail person behind Deduct It! Deduct It!