James Moede

I have spent the last 30 years in public accounting, helping clients address a wide range of accounting and tax matters.

[James Moede @jmoedecpa]

Tax savings ideas still abound. Here are some to consider if you wish to retire early. https://t.co/5mPaRNpjCl

[James Moede @jmoedecpa]

Create a list of tax forms you expect to receive. Then check them off as you receive them to make sure none of them are missing. https://t.co/cK8i183ZvW

[James Moede @jmoedecpa]

Reminder: 3Q estimated taxes are due Tuesday, September 15th. Here are some things to consider. https://t.co/DATDueCzVN

[James Moede @jmoedecpa]

September 2026 Newsletter https://t.co/NIoT5iitIY

[James Moede @jmoedecpa]

Charitable deductions are frequently challenged or denied during an IRS review. Protect your deduction by understanding the documentation and requirements before making a donation. https://t.co/isbvKodp1K

[James Moede @jmoedecpa]

When an interest rate matters. This is what you need to know. https://t.co/GHz0taHSrK

[James Moede @jmoedecpa]

The amount of your tax bill is often dependent on your age and the age of your children. You need to plan accordingly. Here are the details. https://t.co/VQaTz1NtjB

[James Moede @jmoedecpa]

Time to plan for new contribution levels for your health savings account. Find the 2026 limits here. https://t.co/5d8qmj3WMm

[James Moede @jmoedecpa]

August 2026 Newsletter https://t.co/qMhAuttGsZ

[James Moede @jmoedecpa]

Before school gets going this fall, check out these school expenses that might help you decrease your tax bill. https://t.co/2MJ2iLWszR

[James Moede @jmoedecpa]

If you're age 70 or older, you can transfer up to $100,000 (or a total of $200,000 for joint filers) directly from your IRA to a qualified charitable organization without paying any tax. https://t.co/pMSymFbf62

[James Moede @jmoedecpa]

Providing a gift of stock can make sense if handled properly. Read more. https://t.co/lrogTddh8n

[James Moede @jmoedecpa]

Pass-through entities such as S corporations and certain partnerships offer legal protections and avoid double taxation. Does it make sense for your business? https://t.co/nvhicV2Wah

[James Moede @jmoedecpa]

The ensure you're ready for an audit, tax returns should be kept indefinitely and supporting documents should be kept a minimum of three years. https://t.co/oHvgSnctUV

[James Moede @jmoedecpa]

July 2026 Newsletter https://t.co/8fb3ChQLSi

[James Moede @jmoedecpa]

It's not always a good idea to amend a tax return. Do you know how to choose? https://t.co/xFhYLm8Wcz

[James Moede @jmoedecpa]

Looking for tax-free income? Here's a list of the more common types. https://t.co/rGla4HPxGF

[James Moede @jmoedecpa]

Social Security planning starts at an early age. Here is what you should be doing now! https://t.co/pW2GGbjiM8

[James Moede @jmoedecpa]

Reminder: Second quarter estimated taxes are due Monday, June 15th. https://t.co/qXvEEKuiyo

[James Moede @jmoedecpa]

June 2026 Newsletter https://t.co/VDflXoIKCN