Barbara E. Weltman

Barbara E. Weltman

Barbara Weltman is an attorney and best-selling author of numerous books, including the perennial J.K. Lasser’s 1001 Deductions and Tax Breaks  and J.K. Lasser’s Small Business Taxes. She is the publisher (www.barbaraweltman.com) of Big Ideas for Small Business® and Idea of the Day®. Named one of the Top 100 Small Business Influencers four years in a row, Barbara is a regular contributor to SBA.gov and other venues.

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  1. Retirement Savings

    The Rules on RMDs for IRA Beneficiaries

    Don’t get hit with a 50% penalty because you don’t know the required minimum distribution (RMD) rules for IRA beneficiaries.
  2. Retirement Savings

    Are You Too Old to Benefit from Opening a Roth IRA?

    You may not be too old to open a Roth IRA. Roth IRAs can offer significant retirement income security and tax advantages, ...
  3. Income Tax

    You Missed the Tax Return Deadline: Now What?

    Most important: Do it now.
  4. Income Tax

    Made a Mistake? How to File an Amended Tax Return

    You can always file an amended return. And the sooner you do it, the better.
  5. Taxes

    Top 10 Mistakes on Tax Returns

    These common mistakes on tax returns are easily avoided. Here's what to double-check before you file your return this year.
  6. Tax Deductions / Credits

    Last-Minute Tax Deduction Moves - By April 18

    April 18th is almost here, but it's still not too late to find some last-minute deductions. Act now!
  7. Taxes

    What Will I Pay for Tax Preparation Fees?

    Tax preparation fees aren't one size fits all. What you pay will vary – depending on the complexity of your return, who does ...
  8. Taxes

    The Purpose of IRS Form 1065

    Business partners need the information on this form to complete their own tax returns. Here are the details.
  9. Taxes

    10 Steps to Tax Preparation

    The earlier you start preparing your tax records and documents, the more likely you are to have a smooth tax return experience ...
  10. Retirement Savings

    The Basics of Roth IRA Contribution Rules

    What you need to know about Roth IRA contributions – from eligibility to dollar limits, deadlines to tax breaks.
  11. High Net Worth Strategy

    Is Captive Insurance a Legitimate Tax Shelter?

    Captive insurance companies are legitimate tax structures, but pose risks as tax shelters. Still, they can have financial ...
  12. Small Business

    The Purpose Of The Form I-9

    The Form I-9 establishes who is eligible to work in the US. Employers face sanctions for not following I-9 guidelines.
  13. Taxes

    When You Can't Pay Your Taxes on Time

    Not enough cash on hand for your April tax bill? No need to panic. Here's what to do.
  14. Taxes

    Make These 5 Tax Resolutions For Next April 18

    5 tax resolutions to start on right now for a smoother tax return next April 18. Yes, it's the same date in 2017.
  15. Income Tax

    Earned Income Tax Credit: Why Millions Pay No Tax

    Understand how the earned income tax credit works and whether it applies to you.
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