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.

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.

End-of-Year Moves to Cut Your 2018 Taxes
The Pay-Less-Tax Man

End-of-Year Moves to Cut Your 2018 Taxes

Edward Mendlowitz, CPA, ABV, PFS | November 12, 2018

To minimize your 2018 tax liability, check out these end-of-year tax-saving moves right now, before 2018 ends.

If You Invest in Real Estate, Check this Checklist To Save on Taxes
The Pay-Less-Tax Man

If You Invest in Real Estate, Check this Checklist To Save on Taxes

Edward Mendlowitz, CPA, ABV, PFS | October 15, 2018

There are many potential tax benefits to owning real estate as an investment—but to get them, you need run through this important tax-saving checklist.

If You Owe Back Taxes, Here’s What to Do
The Pay-Less-Tax Man

If You Owe Back Taxes, Here’s What to Do

Edward Mendlowitz, CPA, ABV, PFS | September 17, 2018

Uncle Sam is mighty, but you have more control over your fate than you might think—if you know what steps to take.

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.

Tax Breaks for Gains and Losses on Small Business Corporations
The Pay-Less-Tax Man

Tax Breaks for Gains and Losses on Small Business Corporations

Edward Mendlowitz, CPA, ABV, PFS | July 23, 2018

There are many potential tax breaks for gains and losses on small business corporation stock, but also many rules that must be followed.

How Trusts are Taxed
The Pay-Less-Tax Man

How Trusts are Taxed

Edward Mendlowitz, CPA, ABV, PFS | June 25, 2018

Trust taxation rules are complicated, but this rundown of the most popular trust types and their tax status will give you a good basic understanding.

Estate Income Tax Planning for People with No Taxable Estates
The Pay-Less-Tax Man

Estate Income Tax Planning for People with No Taxable Estates

Edward Mendlowitz, CPA, ABV, PFS | May 28, 2018

Even if your estate won’t be big enough to owe estate tax, to save money, there are tax rules—and tax-planning moves—you should know about.

Post-Tax-Season Planning Tips for 2018
The Pay-Less-Tax Man

Post-Tax-Season Planning Tips for 2018

Edward Mendlowitz, CPA, ABV, PFS | April 30, 2018

Now that tax season is done, here’s how to switch into tax-planning mode and make your 2018 taxes as low as possible.

10 Tax-Smart Ways to Give Charitable Donations
The Pay-Less-Tax Man

10 Tax-Smart Ways to Give Charitable Donations

Edward Mendlowitz, CPA, ABV, PFS | April 2, 2018

Here are 10 ways to make charitable donations that will get you the largest tax deductions possible.

A Dozen Tax Breaks for Education Expenses
The Pay-Less-Tax Man

A Dozen Tax Breaks for Education Expenses

Edward Mendlowitz, CPA, ABV, PFS | March 5, 2018

There are many tax breaks that can save parents and students money on the cost of college, primary and secondary education. Here are 12 of them.

New Tax-Planning Opportunities for 2018—Start Making these Moves Now
The Pay-Less-Tax Man

New Tax-Planning Opportunities for 2018—Start Making these Moves Now

Edward Mendlowitz, CPA, ABV, PFS | February 5, 2018

Even if you haven’t finished preparing your 2017 tax return, now is the time to consider these powerful tax-planning moves to reduce your taxes for 2018.

Choose Your Self-Employed Retirement Plan—Starting Right Here
The Pay-Less-Tax Man

Choose Your Self-Employed Retirement Plan—Starting Right Here

Edward Mendlowitz, CPA, ABV, PFS | January 8, 2018

If you’re self-employed, you need to set up a retirement account yourself to cut taxes and insure your future. Here are different plans to choose from.

It’s Last Call for these Tax Deductions
The Pay-Less-Tax Man

It’s Last Call for these Tax Deductions

Edward Mendlowitz, CPA, ABV, PFS | December 11, 2017

With big tax changes coming for 2018, here’s what taxpayers should do before the end of 2017 to save on taxes.

Why “Tax Time” Is Now—And You Should Do These 10 Things in November or December
The Pay-Less-Tax Man

Why “Tax Time” Is Now—And You Should Do These 10 Things in November or December

Edward Mendlowitz, CPA, ABV, PFS | November 13, 2017

Here are 10 tax-saving moves that everyone should consider making before the year ends to save on taxes.