The Pay-Less-Tax Man

This is the one tax man you do want to hear from! Shrewd—legal—secrets for paying less taxes to Uncle Sam…and keeping more for yourself and your loved ones.

Choosing the Right Business Structure is Crucial for Taxes
The Pay-Less-Tax Man

Choosing the Right Business Structure is Crucial for Taxes

Edward Mendlowitz, CPA, ABV, PFS | February 3, 2020

Choosing the right structure for a business can have important tax implications.

Start 2020 With Some Shrewd Tax Moves
The Pay-Less-Tax Man

Start 2020 With Some Shrewd Tax Moves

Edward Mendlowitz, CPA, ABV, PFS | January 6, 2020

To plan your taxes in the most efficient way possible, begin early.

How to Go About Making Tax Elections
The Pay-Less-Tax Man

How to Go About Making Tax Elections

Edward Mendlowitz, CPA, ABV, PFS | December 9, 2019

It’s not always evident which tax “elections” you should make, but the choices can be vital.

Tax Planning and Management Under the New Law
The Pay-Less-Tax Man

Tax Planning and Management Under the New Law

Edward Mendlowitz, CPA, ABV, PFS | November 11, 2019

Nearly two years after the 2017 Tax Cuts and Jobs Act was signed into law, taxpayers are still getting used to the effects it has had. Here’s help.

Think About Tax Savings Before 2019 Ends
The Pay-Less-Tax Man

Think About Tax Savings Before 2019 Ends

Edward Mendlowitz, CPA, ABV, PFS | October 14, 2019

Don’t wait until April 15 approaches to figure out how to save money on your 2019 taxes.

Key Dates for Tax Compliance and Planning
The Pay-Less-Tax Man

Key Dates for Tax Compliance and Planning

Edward Mendlowitz, CPA, ABV, PFS | September 16, 2019

Navigating successfully through the federal tax-compliance and planning process requires attention to these deadlines and time periods.

What You Need to Know About Capital Gains Taxes
The Pay-Less-Tax Man

What You Need to Know About Capital Gains Taxes

Edward Mendlowitz, CPA, ABV, PFS | August 19, 2019

Understanding the best ways to minimize capital gains tax can get complicated. Here’s help.

Understanding the Complicated Tax Rules Regarding Children
The Pay-Less-Tax Man

Understanding the Complicated Tax Rules Regarding Children

Edward Mendlowitz, CPA, ABV, PFS | July 22, 2019

Tax rules regarding children often defy logic, but there are ways to lower the tax bite.

Simplifying Your Tax Prep Process
The Pay-Less-Tax Man

Simplifying Your Tax Prep Process

Edward Mendlowitz, CPA, ABV, PFS | June 24, 2019

Here are some ways to simplify the process of preparing tax returns in the future and perhaps reduce clutter.

Changing Your State of Residency for Tax Purposes Can Be Tricky
The Pay-Less-Tax Man

Changing Your State of Residency for Tax Purposes Can Be Tricky

Edward Mendlowitz, CPA, ABV, PFS | May 27, 2019

In many states, an individual can qualify as a resident for tax purposes under two sets of circumstances. It’s vital to follow the rules closely.

Choose Wise Asset “Location,” Not Just Asset Allocation
The Pay-Less-Tax Man

Choose Wise Asset “Location,” Not Just Asset Allocation

Edward Mendlowitz, CPA, ABV, PFS | April 29, 2019

Here are some ways to save taxes by shifting around some of your investments among taxable and tax-advantaged accounts.

Dealing With Tax Return Filing Extensions, Delinquent Returns and Amended Returns
The Pay-Less-Tax Man

Dealing With Tax Return Filing Extensions, Delinquent Returns and Amended Returns

Edward Mendlowitz, CPA, ABV, PFS | April 1, 2019

Here are issues to be aware of when filing a tax return past the due date or amending a return.

Avoid These Red Flags That Can Cause Audits
The Pay-Less-Tax Man

Avoid These Red Flags That Can Cause Audits

Edward Mendlowitz, CPA, ABV, PFS | March 4, 2019

There are various ways to deal with red flags to avoid an IRA audit. Here are 15 key ways.

How to Keep Your Tax-Prep Fees Low—From a Tax Preparer
The Pay-Less-Tax Man

How to Keep Your Tax-Prep Fees Low—From a Tax Preparer

Edward Mendlowitz, CPA, ABV, PFS | February 4, 2019

What you do during tax season and all year—and even what kinds of investments you choose—can optimize your time and reduce your tax-prep costs.

Here Are the 2019 Contribution Limits and Other Tax Numbers You Need to Know This Year
The Pay-Less-Tax Man

Here Are the 2019 Contribution Limits and Other Tax Numbers You Need to Know This Year

Edward Mendlowitz, CPA, ABV, PFS | January 7, 2019

Here are the 2019 numbers for retirement account contributions, Social Security tax, gift tax, mileage deductions, capital gains tax and other key IRS rules.