Everything But A&M

Categories: "Professional"

Professional Welcome

Welcome to the professional section of my blog. The blog entries in this section are intended to cover subjects in my primary areas of expertise, particularly accounting and information technology. Design, consulting and business related topics are some of the other areas I have focused on in the past. My resume can be reviewed at http://www.tylerhosting.com/dbell/resume to see what projects I have been involved with in these areas.

The categories are not broken down further, but the following are some of subjects of interest in each of the areas that I anticipate discussing.

Accounting
Taxation, consulting, non-profit

Business
Manufacturing, inventory control

Consulting
Small business

Financial Planning
Individual financial, retirement, and tax planning

Information Technology
Web development, database development, software, project management

Tax Accounting
Individual and business tax law, preparation, and planning

The efforts in this section will also be focused on identifying solutions in these areas than discussing personal concerns. When I consolidated my blogs into one I decided to leave most of the older log entries of a personal nature in a separate section for now. 

Education Credits: Quirks and Questions

February 22nd, 2015
In many cases claiming the education credit for clients is relatively easy. If there are only taxpayer expenses, you only need to determine the amount of qualifying expenses (QE). In many cases that is reported on the 1098T. Add required expenses paid… more »

Posted in Accounting, Tax Accounting | Send feedback »

Don't Forget These ACA Exemptions

February 16th, 2015
Everyone is talking about the challenges of ACA for tax preparers. Now that the season is well under way, the challenges may not seem that formidable. My experience is that most people have coverage or have exemptions based on filing threshold. … more »

Posted in Professional, Tax Accounting | Send feedback »

Behind the AOTC Worksheet

February 1st, 2015
Behind the AOTC Worksheet Introduction As a part of a campaign to increase awareness of education tax credits I created an AOTC worksheet. The Excel version of the worksheet is demonstrated in my article Amending for Education Credits , and includes the… more »

Posted in Information Technology, Computing, Professional | Send feedback »

VITA: Day One

January 30th, 2015
Wednesday was our first day of VITA locally. Taxpayers came in at a steady, but not fractic, pace. The slightly earlier opening of the program will help smooth out the demand for the first three weeks. As always there were a few unusual or new issues.… more »

Posted in Site Small Talk, Professional, Tax Accounting | Send feedback »

Education Credits: Tax-Aide Has It Wrong

January 23rd, 2015
I’ve been talking and writing about education credits intermittently for a year. I’ve written articles, notified accountants, designed flyers, prepared tools for tax professionals, and am readying for making presentations. My latest contribution… more »

Posted in Professional, Tax Accounting | Send feedback »

Education Credits in TaxWise

January 19th, 2015
Over the past year I've written long articles and prepared materials for an Education Credit Toolkit. Some of it may be intimidating since it gets into the tax code and regulations. This is a brief set of instructions for reporting education credits in… more »

Posted in Accounting, Tax Accounting | Send feedback »

Excelling With Access

January 16th, 2015
Introduction If all of your financial records are maintained in Excel spreadsheets then you may be missing out on many of the advantages of using Access databases. Microsoft Access may already be available in your version of Microsoft Office. It is a… more »

Posted in Information Technology, Business, Accounting, Microsoft Office, Access, Excel | Send feedback »

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