Barbara Weltman, Esq.

Barbara Weltman, Esq., an attorney based in Vero Beach, Florida, and author of J.K. Lasser’s 1001 Deductions and Tax Breaks 2020: Your Complete Guide to Everything Deductible.

Tax Planning

Frequently Overlooked Tax Deductions for 2019

The new tax law contains a lot of changes to deductions. Here’s what you need to know.


Taxpayer Victories (and Defeats) Can Save You $$$

Tax rules are not always clear-cut. Several recent rulings, including some victories for taxpayers and some defeats, help clarify the…

Cutting Taxes

Year-End Checklist for Tax Breaks

It's not too late to take actions now that can result in income tax breaks for 2013. Here are some…

Cutting Taxes

Will Uncle Sam Let You Write Off a Church Raffle Ticket?

Q: I bought $1,000 in raffle tickets to help out my church, which was giving away a car. I don’t…

Tax Preparation

Is Your Tax Return Asking for an Audit?

Red Flags to Avoid An IRS audit. It's what taxpayers most dread as they prepare their returns and what 1.3…


Taxpayer Victories—Ordinary Citizens Beat the IRS: Loopholes for Us All

You may think that you don’t stand a chance in fighting the IRS, but you would be wrong. Taxpayers can…

Entrepreneurs & Small Businesses

Recession-Proof Your Business

Five moves to make now No one knows how long the economic downturn will last. No one even knows for…


These Taxpayers Fought the IRS… and Won

Loopholes for Us All The IRS constantly is challenging what taxpayers do on matters ranging from property tax to medical…


These Taxpayers Beat the IRS — and You Can, Too!

Recent rulings can save you $$$$ The idea of trying to challenge the Internal Revenue Service is more likely to…

Entrepreneurs & Small Businesses

Tax Strategies to Help Your Company Ride Out a Recession

Whether we’re in an actual recession (defined as two consecutive quarters of declining gross domestic product) or just an economic…


Tax Rules for Closing Down a Business

You’ve seen the signs -- “Going Out of Business”... “Liquidation Sale.” When you’re not involved, you can only guess what…