Barbara Weltman, Esq.

Barbara Weltman, Esq., an attorney based in Vero Beach, Florida, and author of J.K. Lasser’s 1001 Deductions and Tax Breaks 2021:Your Complete Guide to Everything Deductible. BarbaraWeltman.com

Tax Deductions 2023: Don’t Overlook These Write-Offs
Taxes

Tax Deductions 2023: Don’t Overlook These Write-Offs

Barbara Weltman, Esq. | January 18, 2023

Whether you take the standard deduction or itemize for the 2021 tax year, here’s what deductions you can take, including what has changed.

Frequently Overlooked Tax Deductions for 2020
Tax Planning

Frequently Overlooked Tax Deductions for 2020

Barbara Weltman, Esq. | January 25, 2021

The new tax law contains a lot of changes to deductions. Here’s what you need to know.

Frequently Overlooked Tax Deductions for 2019
Tax Planning

Frequently Overlooked Tax Deductions for 2019

Barbara Weltman, Esq. | January 6, 2020

The new tax law contains a lot of changes to deductions. Here’s what you need to know.

Taxpayer Victories (and Defeats) Can Save You $$$
Taxes

Taxpayer Victories (and Defeats) Can Save You $$$

Barbara Weltman, Esq. | December 8, 2014

Tax rules are not always clear-cut. Several recent rulings, including some victories for taxpayers and some defeats, help clarify the…

Year-End Checklist for Tax Breaks
Cutting Taxes

Year-End Checklist for Tax Breaks

Barbara Weltman, Esq. | November 18, 2013

It's not too late to take actions now that can result in income tax breaks for 2013. Here are some…

Will Uncle Sam Let You Write Off a Church Raffle Ticket?
Cutting Taxes

Will Uncle Sam Let You Write Off a Church Raffle Ticket?

Barbara Weltman, Esq. | June 5, 2013

Q: I bought $1,000 in raffle tickets to help out my church, which was giving away a car. I don’t…

Is Your Tax Return Asking for an Audit?

Is Your Tax Return Asking for an Audit?

Barbara Weltman, Esq. | September 6, 2012

Red Flags to Avoid An IRS audit. It's what taxpayers most dread as they prepare their returns and what 1.3…

Taxpayer Victories—Ordinary Citizens Beat the IRS: Loopholes for Us All
Taxes

Taxpayer Victories—Ordinary Citizens Beat the IRS: Loopholes for Us All

Barbara Weltman, Esq. | August 20, 2012

You may think that you don’t stand a chance in fighting the IRS, but you would be wrong. Taxpayers can…

Recession-Proof Your Business

Recession-Proof Your Business

Barbara Weltman, Esq. | August 3, 2012

Five moves to make now No one knows how long the economic downturn will last. No one even knows for…

These Taxpayers Fought the IRS… and Won
Taxes

These Taxpayers Fought the IRS… and Won

Barbara Weltman, Esq. | July 30, 2012

Loopholes for Us All The IRS constantly is challenging what taxpayers do on matters ranging from property tax to medical…

These Taxpayers Beat the IRS — and You Can, Too!
Taxes

These Taxpayers Beat the IRS — and You Can, Too!

Barbara Weltman, Esq. | July 30, 2012

Recent rulings can save you $$$$ The idea of trying to challenge the Internal Revenue Service is more likely to…

Tax Strategies to Help Your Company Ride Out a Recession

Tax Strategies to Help Your Company Ride Out a Recession

Barbara Weltman, Esq. | April 3, 2012

Whether we’re in an actual recession (defined as two consecutive quarters of declining gross domestic product) or just an economic…

Tax Rules for Closing Down a Business
Taxes

Tax Rules for Closing Down a Business

Barbara Weltman, Esq. | January 3, 2012

You’ve seen the signs -- “Going Out of Business”... “Liquidation Sale.” When you’re not involved, you can only guess what…