Increase in Contribution Limits to Tax-Deferred Retirement Savings Plans

changes to retirement savings limits

The following is a video of an interview with paralegal Brandi Litteral and attorney Jonathan Mishkin. In this interview, they discuss the recent increase in contribution limits to tax-deferred retirement plans and cost-of-living adjustments for tax year 2023. Brandi: Thanks for joining Jonathan Mishkin, a trusted expert in tax law and tax controversy. I’m your…

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Reporting Non-Employee Compensation with the IRS

how to calculate tax on investments

The following is a video of an interview with paralegal Brandi Litteral and attorney Jonathan Mishkin. In this interview, they discuss reporting non-employee compensation with the IRS. Video Transcript: Brandi: Thanks for joining Jonathan Mishkin; a trusted expert in tax law and tax controversy.I’m your host and Jonathan’s paralegal, Brandi.Today Jonathan will discuss reporting non-employee…

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Oregon Taxpayer Advocates

This is an interview with paralegal Adriana Pedraza and attorney Jonathan Mishkin discussing the new office for the Taxpayer Advocate. They discuss what a Taxpayer Advocate is and how it help the taxpayers.   Video Transcript: Adriana: Thanks for joining Jonathan Mishkin, a trusted expert in tax law and tax controversy. I’m your host and…

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How Taxes Are Calculated on Investments

how to calculate tax on investments

The following is a transcript of an interview with paralegal Adriana Pedraza and attorney Jonathan Mishkin. In this interview, they discuss how taxes are calculated on investments with a focus on the wash sale rule. Video Transcript: Adriana: Thanks for joining Jonathan Mishkin, a trusted expert in tax law and tax controversy. I’m your host…

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How to Settle Tax Debt

settle tax debt

The following is a transcript of an interview with paralegal Adriana Pedraza and attorney Jonathan Mishkin. In this interview, they discuss what taxpayers can do to settle their tax debt with the IRS and the Oregon Department of Revenue. Video Transcript: Adriana: Thanks for joining Jonathan Mishkin, a trusted expert in tax law and tax…

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Tax Withholding Checkup

tax withholding

The last quarter of 2021 is a good time to check withholding, especially after changes to individual financial situations Events like changing jobs, marriage, divorce, a new child, or home purchase can all be reasons to adjust withholding. The IRS has a Tax Withholding Estimator online to help taxpayers determine if they have too much…

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Proposed Changes to Oregon Tax Rules

new laws in oregon

The following is a transcript of an interview with paralegal Adriana Pedraza and attorney Jonathan Mishkin. In this interview, they discuss proposed changes to the Oregon tax rules. Video Transcript: Adriana: Thanks for joining Jonathan Mishkin, a trusted expert in tax and tax controversy. I’m your host and Jonathan’s paralegal, Adriana Pedraza. Today Jonathan will…

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FBAR Filing Extension Deadline

Filing FBAR Report

The Bank Secrecy Act requires U.S. persons to file an FBAR if they have: Financial interest in, signature authority or other authority over one or more accounts, such as a bank account, brokerage account, mutual fund or other financial account located outside the United States, and The aggregate value of all foreign financial accounts exceeds…

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Tax Law Changes & Itemized Deductions

taxes

The following is a transcript of an interview with Heidi Sherman and Jonathan Mishkin. In this interview, they discuss recent changes to tax laws and itemized deductions. Video Transcript: Heidi: Hi, I’m Heidi Sherman with Jill Brittle Family Law Group. And I have with me, Jonathan Mishkin, a tax attorney who manages his own law…

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Tax Laws & Exemptions Relating To Children

taxes and children

The following is a transcript of an interview with Heidi Sherman and Jonathan Mishkin. They discuss recent changes to tax laws and their impact on deductions and exemptions related to children. Video Transcript: Heidi: Hi, I’m Heidi Sherman with Jill Brittle Family Law Group. And this morning, I have Jonathan Mishkin with me. He’s a…

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