March 2006 Newsletter continued

EDITOR'S NOTE:  Should you have questions with respect to the information contained in this newsletter or need help with your personal or business financial, tax and accounting activities, please call.

This newsletter offers factual and up-to-date information on the subjects discussed, but should not be regarded as a complete analysis of these subjects.  No party assumes liability for any loss or damage resulting from reliance or use of this material.

  • Corporate tax returns due in 15 days, March 15, 2006
  • Individual & partnership returns due in 47 days, April 17, 2006

 

Social security wage base increases

The social security wage base is expected to be $98,700 for 2007, up from $4,500 from this year’s figures.  That is the official forecast from President Bush’s budget, based on data supplied by the Social Security Administration.  The tax rates will not change, 7.65% on employers and employees alike.

 

If you are doing long-range planning, the government is estimating a wage base of $103,500 for 2008, $108,600 for 2009 and $114,000 for 2040.

Early home sales can receive a tax break

Home sales due to “unforeseen circumstances” can still receive a tax break even though the home is not lived in for 2 years.  The IRS is lenient on instances that qualify for this relief as demonstrated by two recent rulings. 

 

A reduced exclusion is approved for taxpayers in a seniors-only community who had to sell their home after circumstances forced their child and grandchild to live with them.  And also for a couple from out of state who did not realize their new home was in a high-crime area.  They sold their home after neighbors assaulted them.