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 ( 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 and other venues.

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  1. Social Security

    How to Avoid the Social Security Tax Trap

    There are steps you can take to reduce your tax exposure on your Social Security income.
  2. Taxes

    Avoid Overpaying Taxes on IRA Distributions

    Don’t assume your IRA custodian or trustee will track your nondeductible IRA contributions. Avoid overpaying taxes on your ...
  3. Retirement Savings

    Qualified Longevity Annuity Contract (QLAC)

    A Qualified Longevity Annuity Contract (QLAC) is a deferred annuity funded with an investment from a qualified retirement ...
  4. Budgeting & Savings

    Do I Need A Personal Accountant?

    You know you need to keep your personal finances better organized. Should you hire professional help, and if so what kind?
  5. Small Business

    How to fill out an I-9 form (step-by-step)

    Step-by-step, here's how you and the employee you've hired fill out the required I-9 verification form from the U.S. Citizenship ...
  6. Retirement Savings

    Tax-Savvy Investment Strategies for Retirement Accounts

    A comfortable retirement depends not just on the amount you're able to accumulate but on your investment returns once you ...
  7. Taxes

    Filling Out Form 4562, Step-By-Step

    Step-by-step, how to fill out the depreciation and amortization form for your business tax return.
  8. Retirement Savings

    The basics of Roth IRA contribution rules

    What you need to know about Roth IRA contributions – from eligibility to dollar limits, to deadlines, to tax breaks.
  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. Income Tax

    The Purpose of IRS Form 4868

    Fill out this form to get a few more months to file your tax return. But remember, April 15 (17, in 2018) is still the payment ...
  11. Taxes

    Tax Documents You Should Always Keep

    It's tempting to ditch them. But make a practice of keeping this very specific group of tax papers. It can save headaches ...
  12. 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.
  13. 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, ...
  14. Income Tax

    You Missed the Tax Return Deadline: Now What?

    Most important: Do it now.
  15. 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.
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