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.

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.

Here Are the Tax and Other Financial Records You Should Keep Forever—and Those You Should Toss
The Pay-Less-Tax Man

Here Are the Tax and Other Financial Records You Should Keep Forever—and Those You Should Toss

Edward Mendlowitz, CPA, ABV, PFS | December 10, 2018

Here’s how long you need to keep different kinds of financial records ranging from tax documents to investment records, insurance policies and others.

How to Give to Charity from Your IRA (And Avoid Taxes)
The Pay-Less-Tax Man

How to Give to Charity from Your IRA (And Avoid Taxes)

Edward Mendlowitz, CPA, ABV, PFS | August 20, 2018

You might be able to make non-taxable gifts to charity directly from your IRA—and get additional tax benefits at the same time. Here’s how.