Joanmarie Curtis - Big 3

Joanmarie graduated from Neumann University with a Bachelor in Communication Arts and a Major in Business Journalism. She joined the Brinker Simpson & Co. team in February. She has 9 years experience in Graphic & web design, marketing and customer service, and 4 years experience in Print Industry. She resides in Springfield with her two children and fiancé.
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Tips for Getting Paid on Time

Business Tips, Big 3, Tips for Getting Paid on Time

Have you found that collecting on your accounts receivables has become more challenging? If so, strengthening your collection procedures may allow you to improve collection rates and shorten the aging days of your accounts receivables.

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What to Do if You Missed the Tax Deadline

2019, Tax Deadline, Missed the Tax Deadline, What to Do if You Missed the Tax Deadline

Monday, April 15, 2019, was the tax deadline for most taxpayers to file their tax returns. If you haven't filed a 2018 tax return yet, it's not too late.

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EIN application Process Revised to Enhance Security

Big 3, Enhance Security, EIN Application, Revised Process

Starting May 13, 2019 only individuals with tax identification numbers may request an Employer Identification Number (EIN) as the "responsible party" on the application. An EIN is a nine-digit tax identification number assigned to sole proprietors, corporations, partnerships, estates, trusts, employee retirement plans and other entities for tax filing and reporting purposes.

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8 Tips When Reporting Foreign Income

Year-End Tax Planning, Tax Filing, Reporting Foreign Income, Required Forms, Automatic Extension, FBAR, FATCA

If you are living or working outside the United States, you generally must file and pay your tax in the same way as people living in the U.S. This includes people with dual citizenship.

In addition, U.S. taxpayers with foreign accounts exceeding certain thresholds may be required to file Form FinCen114, known as the "FBAR" as well as Form 8938, also referred to as "FATCA." 

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SCAM ALERT: Fake Calls from Taxpayer Advocate Service

Brinker Simpson, Tax Scams, 2019, Alert, New Scam, 2019 Alert, Taxpayer Advocate Service, Fake Calls

Like clockwork, every year, there's a new twist on old scams. This year, it is the IRS phone scam whereby criminals impersonate IRS agents and make fake calls from the Taxpayer Advocate Service.

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The Qualified Small Business Stock Exclusion

Tax Breaks, Tax Planning for Small Businesses, Big 3, Tax Benefits, Small Business, 2019, Qualified Small Business Stock Exclusion

As the driving force in today's economy, small businesses benefit from numerous tax breaks in the tax code. One of these, the Qualified Small Business Stock (QSBS), was made permanent by the PATH Act (Protecting Americans from Tax Hikes Act of 2015). If you're a small business investor, here's what you need to know about this often-overlooked tax break.

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7 Common Small Business Tax Myths

Small Business, 2018 Tax Return, Tax Cuts and Jobs Act, Tax Myths

The complexity of the tax code generates a lot of folklore and misinformation that could lead to costly mistakes such as penalties for failing to file on time or, on the flip side, not taking advantage of deductions you are legally entitled to take and giving the IRS more money than you need to. With this in mind, let's take a look at seven common small business tax myths.

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5 Facts about the Opportunity Zone Tax Incentive

2018 Tax Return, Tax Filing, Qualified Opportunity Zones, QOZ, Tax Cuts and Jobs Act

Providing tax benefits to investors who invest eligible capital into distressed communities throughout the U.S. and its possessions, Qualified Opportunity Zones (QOZs) were created under the Tax Cuts and Jobs Act of 2017 to spur economic development and job creation. If you're considering investing in a QOZ, here are five facts you should know:

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2018 Tax Filing Season Begins

2018 Tax Return, Refund, Individual, Tax Filing, Tax Payments, 1040

January 28, 2019, marked the start of this year's tax filing season, and it's the first time taxpayers will be filing under the new tax reform laws, most of which became effective in 2018. Complicating matters is a newly revised Form 1040, U.S. Individual Income Tax Return, as well as the partial shutdown of the federal government. With more than 150 million individual tax returns expected to be filed for the 2018 tax year, here's what individual taxpayers can expect:

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Like-kind Exchanges are Limited to Real Property

Important Tax Changes 2018, Big 3, 2019, Like-Kind Exchanges, Limitations

The Tax Cuts and Jobs Act, passed in December 2017, made tax law changes that will affect virtually every business and individual in 2018 and the years ahead. One tax provision that taxpayers should be aware of is that like-kind exchanges are now generally limited to exchanges of real property. Here's what you need to know:

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