How A CPA Can Help You:

You Have Work Related Deductions and You Have High Income

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David M. Kaufmann, CPA

7200 S. Alton Way,
Suite B-195
Centennial, CO 80112
Voice: 720.493.4804
 (toll-free) 800.326.6686

Fax: 303.796.7768
(toll-free) 888.326.6686

Email: contact2@kaufmann-cpa.com

Facts:

Your income is above $200,000.

You have legitimate work (wage) related expenses that are not reimbursed. These expenses would typically be for travel, entertainment, home office expenses (if allowable), depreciation of work related equipment, the cost of an assistant, etc.

Problem:

These are deductible as Miscellaneous Itemized deductions.

The problems with Miscellaneous Itemized deductions for high income individuals are:

  • The portion of Miscellaneous Itemized deductions up to 2% of your income is not deductible (technically income I am Adjusted Gross Income)
  • Total Itemized Deductions are further reduced as income increases in this income level.
  • The Alternative Minimum Tax (AMT) becomes a factor for many making $200,000 and above. The more one earns, the more the AMT becomes a problem. Your work related expenses are not deductions for computing the AMT.

Solution:

During (not after) the year, I can work with you and your employer to see if there is a better way to structure your compensation. This might result in increase deductions for the work related expenses.