Over the course of our first several months of podcasting, we got a lot of common questions so we

put them all in a viewer mailbag show. Bobby Bragg asks Rachel Taylor and Lauren Roberts your

questions:

What these Tax Organizers are that you send us every year?

What are all of the things you can do electronically with JMF?

When should we plan to get your JMF CPA our tax information?

What is a business expense?

How long should I keep my tax returns and back-up information?

When do I need to file a gift tax return and what are the gift limits?

Why do I need to make estimated tax payments?

What is an RMD and why is it important?

What is an QCD and how does it relate to RMDs?

Why do you suggest setting up an IRS account?

Why do you suggest setting up an Alabama MAT account?

Can you explain the current set of education tax opportunities and credits like 529 plans, prepaid

tuitions?

Hosts: JamisonMoneyFarmer PC CPAs Bobby Bragg, Rachel Taylor, and Lauren Roberts

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