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Valuing Work-Life Balance

Our Blog

Drive-time increases odds of deducting rental-property losses

October 24, 2018

Your rental properties can provide a valuable tax shelter when you deduct your rental losses against other income. One important step to take if you want to deduct your losses is to pass the tax code’s 750-hour test. It's one of the ways taxpayers get to prove that they are real-estate professionals. 


5 Tips to Keep Your Retirement on Track

September 12, 2018

Most of us who are still working have a healthy interest in planning for retirement! If the thought of not being financially ready for retirement brings you feelings of anxiety, you are not alone. Our firm’s financial professionals can help keep your retirement plans on track. In addition, these tips will help you proactively prepare.


Take note of the distinctive features of Roth IRAs

August 22, 2018

For some people, Roth IRAs can offer income and estate tax benefits that are preferable to those offered by traditional IRAs. However, it’s important to take note of just what the distinctive features of a Roth IRA are before making the choice.


What tax reform did to your tax-free "supper money"

July 26, 2018

It's a sad fact . . .

The Tax Cuts and Job Act took a big bite out of a bunch of valuable business-meal and entertainment deductions...


The most outrageous tax deductions of 2018

July 3, 2018

Determining and supporting deductions is complex for those not well-versed in federal and state rules and regulations, not to mention differentiating between the two. As it does ever year, the Minnesota Society of CPAs recently surveyed its CPA members about the most outrageous tax deductions clients tried to claim on their tax returns.


S Corporation Fringe Benefits after the Recent Tax Reform

June 15, 2018

Fringe benefits are usually a good thing—but there’s a catch when you own more than 2 percent of an S corporation. The good news? Federal tax law allows the cost of these fringes as deductible expenses for your S corporation.


Tax Reform Makes Professional Gamblers Who Lose Money Suffer More

May 23, 2018

As a professional gambler, you know that tax law did you no favors before tax reform.


Tax Cuts and Jobs Act

May 10, 2018

Tax reform has had a significant impact on the tax deductions you can now claim for business entertainment and meals.


Proving Travel Expenses after Tax Reform

April 26, 2018

As you likely know by now, your travel meals continue under tax reform as tax-deductible meals subject to the 50 percent cut. And tax reform did not change the rules that apply to your other travel expense deductions.


2017 IRA contribution deadline

April 13, 2018

Have you made your 2017 IRA contributions? You still have time.


Tax Reform Punishes W-2 Employees—Get Even!

March 19, 2018

Let’s say you are a W-2 mortgage banker paid on a commission basis, and during 2018, you will incur $27,000 of employee business expenses. Your 2018 tax deduction for employee business expenses will be zero. How do you think you will feel?


How Did the Construction Industry Fare in Tax Reform?

March 2, 2018

Valuable deductions are eliminated. Smaller companies have less reporting burden. The Tax Cuts and Jobs Act includes provisions affecting the construction industry. Here are a few specifics you should note.


Important Changes for Individuals in the New Tax Law

January 3, 2018

The new tax law — commonly known as the Tax Cuts and Jobs Act (TCJA) — is 479 pages long and covers a lot of ground. The TCJA includes many expected changes, some unexpected ones and some that didn't make the final cut.


The Holidays: A Time for Mistletoe and … Fraud?

December 18, 2017

It’s not surprising that identity thieves and con artists love the holidays. More shoppers, more deals and more buying motivation makes the season rife with opportunities to steal. But you don’t have to let the holiday spirit cloud your shopping safety judgment.


Easily Fixing Depreciation Errors Can Save Thousands in Taxes

November 6, 2017

Depreciation is such a valuable tax deduction because unlike most deductions, it doesn’t cost you a penny more than what you’ve already spent in order to reap the benefits. In fact, you don’t have to spend anything in the current tax year to claim it (i.e., you could finance the purchase that you are depreciating).


Tax-Saving Tips

October 20, 2017

Update on Health Savings Accounts (HSAs)Health savings accounts (HSAs) are now more popular than ever. According to a recent survey, the number of HSAs has surpassed 21 million, and the accounts now hold about $42.7 billion in assets.


How to Apply for Assistance after Hurricane Irma

September 26, 2017

The Federal Emergency Management Agency (FEMA) has put a process in place for all victims of the most recent natural disaster in the U.S. - hurricane Irma. This article will present in detail what you should do to get the assistance you need and how to apply for it, either as an indiviual or business.


Tips for Maximizing the Value of Your Next Staff Retreat

August 31, 2017

Staff retreats can offer companies a lot of value. They can also be expensive and, unless managed effectively, not particularly productive. Before you plan your next (or first) staff retreat, review the following key factors to help you make the most of...


Free Money-Saving Apps for Every College Student

August 21, 2017

There likely aren’t many college students who don’t have a smart phone loaded with helpful apps. However, it is unlikely that any of these apps are dedicated to helping them build their financial fortitude. This is why we created our list below—chock-full of apps designed to make it easier for college students of any age to save money.


Expert Advice to Keep Your Internet-Enabled Devices Safe from Cyber Criminals

August 2, 2017

Did you know that your webcam and even your home or office internet router can be the gateway through which cyber criminals gain access to your most sensitive data? If not, don’t panic—we have helpful tips below from the experts at the National Cyber Security Alliance to ensure that you head off this type of malicious action.


Be Alert and Aware: Tax Scammers Don’t Take a Summer Vacation

July 17, 2017

The IRS has identified several new variations of standard tax scams involving fake tax bills and demands for payments. Many of these scams involve purchasing and transferring information using a gift card or iTunes card. Other scams to be aware of include:


Tips for Implementing a Successful Flex-time Schedule this Summer

July 5, 2017

Now that summer/vacation season is here, your business may be enjoying a more relaxed vibe with employees taking time off or leaving early. If you’ve ever thought about implementing a flexible work program, now may be the time to pilot one, especially if your business is a bit slower this time of year. To help, we offer the following tips...


Four Money-Saving Mid-Year Financial Planning Tips

June 22, 2017

It’s almost exactly the mid-point of the year, which makes it prime time for a mid-year financial review. If you need some monetary motivation for evaluating your financial progress so far this year, you may want to think of mid-year planning as a series of potential money-saving opportunities, for example:


How to Protect Your Business from the Next “Wanna Cry” Attack

June 12, 2017

The recent “Wanna Cry” ransomware attack that paralyzed several large organizations in the U.S. and Europe is a solemn reminder that the risk of cyber security breaches is real. Every business owner should take steps...


How to Really “Clean Up” at Your Next Yard Sale

May 12, 2017

This time of year is when you often see yard sale signs popping up. For some, holding a yard sale is a means of clearing out unwanted items. For others, it’s an opportunity to get some great “finds.” Whichever side of the yard sale fence you’re on, these tips can help you “clean up”: Choose your timing carefully. Research continues...


Take Your Spring Cleaning to the Office with These Tips

April 19, 2017

Window washing, carpet cleaning, garden grooming—these are all popular spring cleaning chores for homeowners. However, with year-end and tax season behind you, this time of year is also perfect for spring cleaning at the office. These tips will help you and your staff get—and keep—that “just cleaned my office” feeling: Start with a clean sweep of...


Set the Stage to Help Your Home Sell This Spring

March 3, 2017

Spring is in the air...which means peak home-selling season isn’t far away. In fact, according to recent market data, 60 percent of all home sales in the United States will occur in the spring and summer months. If you’re thinking about putting your home on the market, now is the time to get prepared—which includes considering how you will “stage” your home to...


Avoid March Madness—Why You Should File Your Taxes Now

February 20, 2017

For sports fans, this time of year is an exciting one. First the Super Bowl, and then the buildup toward the NCAA March Madness tournament. While tax season isn’t quite as exciting as these events, you’ll still want to make the effort to get ahead of the game—and the April 18 deadline—to score the benefits of early filing. Avoiding identity...


Tips to Defend Your Business from Cyber Attacks

January 18, 2017

You need only tune into the news to see that cybercrimes are a very real threat. From viruses to malware, everyday computer use and online browsing can leave you vulnerable to hackers who want your valuable information. If you have a small business, your risk of a cyberattack is likely even higher, especially if you do not have the resources or know-how to enact effective security policies...


Break Barriers in 2017 with These Mind-Changing Mini Resolutions

December 31, 2016

There’s a reason why the regular New Year’s resolutions like losing weight, exercising more and sticking to a budget are popular—so many of us need to do them! There’s also a common reason why so many of us fail to meet our goals in these areas: we haven’t developed the mindset to support the changes that we want to make.

Instead of setting a big, audacious goal right now, consider making some of what Jacob Geers of the ThoughtCatalog.com terms “mini-resolutions.” They’re little changes that can have a big impact on your mindset, and which can ultimately allow you to break the barriers holding you back from reaching bigger goals, such as losing 25 pounds this year. Here are a few examples:


Keep the Holidays Merry with These Simple Stress Relievers

December 15, 2016

The holiday season can be wonderful, but they can also be one of the most stressful times of the year. Fortunately, the experts at Psychology Today also offer these simple stress relievers to put the joy back in this special time of year.


Quickbooks Online Certified

December 7, 2016

We are proud to say we are now Certified Pro Advisors in Quickbooks Online!This is accounting of the future. A great thank you to everyone at Intuit for this oppurtunity to attend your conference!


Our New Website!

November 1, 2016

J.A. Rodriguez CPA, LLC is excited to announce the recent launch of our firm’s new website. We’ve been working very hard to enhance our website and give our firm a fresh look. We’ve also continued to research and identify the latest and greatest technologies to improve the services we provide and ensure we continue to meet your needs.

Take a moment to look...


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