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Paul S. Joo CPA

Paul S. Joo CPA

Orange County CA CPA

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Claim eligible education credit or refund in your tax return

August 3, 2024 by Paul Joo

Do you have children attending a college, post-graduate or vocational school? You may qualify for one of two education credits. Who can claim an education credit? There are additional rules for each credit, but you must meet all three of the following for both: What kinds of credits are available? • The maximum American Opportunity Tax Credit (AOTC) is $2,500 per student. • The maximum Lifetime Learning Credit (LLC) is $2,000 per… Read More

Filed Under: Small Business Owner

Rental property owners with rental loss – tax guidelines

July 30, 2024 by Paul Joo

The passive loss rules do not allow deducting rental real estate losses against other active incomes.  But there are certain exceptions and limitations. For more detail consultation, please contact our office, www.PJooCPA.com

Filed Under: Passive Loss

Setting up a non-profit organization

July 25, 2024 by admin

What is tax exempt purpose? The exempt purposes set forth in Internal Revenue Code section 501(c)(3) are charitable, religious, educational, scientific, literary, testing for public safety, fostering national or international amateur sports competition, and the prevention of cruelty to children or animals. The term charitable is used in its generally accepted legal sense and includes relief of the poor, the distressed, or the underprivileged; advancement of religion; advancement of education or science; erection… Read More

Filed Under: Nonprofit Organization

FAQ Regarding FBAR

July 15, 2024 by Paul Joo

What is the FBAR? FBAR is the acronym of Report of Foreign Bank and Financial Accounts, otherwise know as ‘FBAR’.  The Bank Secrecy Act (BSA) gave the Department of the Treasury authority to collect information from U. S. persons who have financial interests in or signature or other authority over financial accounts maintained with financial institutions located outside the United States. This provision of the BSA requires that U.S. persons… Read More

Filed Under: Foreign Tax Reporting

Dependent Care Tax Credit

July 6, 2024 by Paul Joo

You need someone to watch your young children or adult dependent during the summer and after school, while you and your spouse work or attend a full time school.  IRC (Internal Revenue Code) Section 21, Expenses for household and dependent care services necessary for gainful employment. IRC section 21 provides a credit for taxpayers who incur child care or dependent care expenses that allow the taxpayers to be employed. Limits are… Read More

Filed Under: Individual Tax

Double Taxation: How Small Businesses Can Avoid It In The U.S.

July 2, 2024 by admin

open notebook in a closed notebook. near the calculator.text on white paper. DOUBLE TAXATION

Double taxation is a significant concern for small business owners in the United States. It occurs when the same income is taxed twice: once at the corporate level and again at the individual level when profits are distributed as dividends. This situation can create a financial burden for small businesses, affecting their ability to reinvest profits and grow. Understanding how double taxation works and exploring strategies to avoid it is… Read More

Filed Under: Business Tax

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