Tag Archives: Bob Jahelka
Reviewing Non-Spouse Ira Beneficiary Rules
At the end of last year, Congress was considering tying up a tax revenue loophole known as the Stretch IRA. Currently, a traditional IRA can be passed from one generation to the next, thereby extending tax-deferred growth to a non-spousal … Continue reading
2017 Social Security Changes
A HIGHER TAX CAP AND OTHER BIG CHANGES IN STORE FOR SOCIAL SECURITY IN 2017
The Social Security Administration (“SSA”), in its annual mid-October press release, announced some important changes to America’s most important social program for 2017, not the … Continue reading
When Is an Accountant Better Than Tax Software?
DESPITE ADVANCES IN TAX AND ACCOUNTING SOFTWARE TECHNOLOGY, WILL THEY EVER REPLACE THE VALUE OF YOUR TRUSTED ACCOUNTANT?
The question of man versus machine is not unique to the accounting profession, but practically speaking, tax software, accounting applications and your … Continue reading
Get to Know Bob Jahelka
What is your full name?
Bob Jahelka
How many years have you been with DSJ?
35 Years
What is your title at DSJ?
Managing Partner
Where did you work prior to joining DSJ?
Touche Ross & Co Jahelka & Co … Continue reading
7 Stocking Stuffer Tax Tips to Usher in the New Year
By now you are most likely deep in the throes of holiday planning, shopping and celebrating. So, your 2015 tax return may be the furthest thing from your mind right now. But you would be wise to be proactive about … Continue reading
Is Cancellation of Debt Haunting You With Phantom Income?
If you thought your money problems were solved when you settled your credit card debt, you might be in for a ghostly surprise. For many with debt struggles, once the debt collector stops haunting you, the taxman comes trick-or-treating at … Continue reading
Now Is the Time to Consider College Tax Credits for 2015 and Beyond
Now that your college students are finally squared away with school transportation, registration, books, supplies, class schedules and dormitory accommodations, it’s a good time to consider whether you will qualify for the various education-related tax benefits available when you file … Continue reading
Welcome to Our New Look!
From our early beginnings in the 1970’s, DSJ has grown in both the scope and depth of its services. We are rebranding our identity to reflect this progress and our continued commitment to counsel a wide range of clients, … Continue reading
Determining Reasonable Salary for Owners of S Corporations
The IRS has long viewed the issue of S corporation employee-shareholder compensation as a hot topic; one that it has successfully pursued both through the courts and under audit in recent years. While there is no hard-and-fast rule to establish … Continue reading
Selling, Gifting & Bequeathing Your Home
Our last article focused on dispelling some of the tax misconceptions of buying and owning a home. Here, we will attempt to clarify the often misunderstood tax implications of selling, or otherwise, disposing of your primary residence. In general, … Continue reading