Educational Professionals

I spent 15 years in the field of education at the school and university level. As my different activities led to different tax treatments, I started to become keenly interested in the tax code with the eventual effect of leaving academia to become a tax practitioner.

There is a wealth of tax regulations which specifically address those people in the education profession whether you are a teacher, administrator, professor, staff member, or are involved in a non-school educational institution or service. For instance, here are two issues for which there is a body of regulations and supporting tax cases.

 

Employment vs. Self-Employment

Many educational professionals perform services related to but outside of their place of employment. I can help you determine if these qualify as self-employment activities and to follow up on what expenses you can claim to support these activities.

Travel

I can help you determine which activities performed away from home qualify for travel deductions and advise you on upcoming trips, whether domestic or foreign.

I also offer knowledge and expertise of the tax consequences in the following areas:

Continued Education

Flexible Spending Accounts

Home or Multiple Offices

Professional Developmen

Research and Grant Expensest

Retirement Plans and IRA options

Teacher Credits

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