Lauren and Kim share some war stories about unfortunate tax situations that we like our clients to

avoid, or in other words, Tax Bloopers! We touch on income tax withholding issues, self-

employment taxes, like kind exchanges, cashing out 401(k)s, and QCDS (qualified charitable

distributions).

Other topics include initial business tax returns, closing entities and the related final tax return,

unusual cash proceeds like business interruption insurance, lottery, inheritance, etc., and late filing

penalties.

Hosts: JamisonMoneyFarmer PC CPAs Lauren Roberts and Kim Smith

We are having a general business conversation and we are human so not every detail, example, or

exception might be an exact match to your circumstances or understanding, so please don’t hesitate to

reach out for help or clarification.

Connect with Us:

Web: www.JMF.com

Email: [email protected]

Twitter: https://twitter.com/JMFCPAs

Phone: 205-345-8440