Tag Archives for taxes

A Lesson in Taxation, Part 8: Tax and The Boston Tea Party

Raleigh NC CPA

W. Marc Gilfillan, CPA, NC, individual and business CPA and Tax expert, shares about the history of taxes…

Ah…. now we have a historical event clearly concerning oppressive taxes. Was the Boston Tea Party a protest concerning the British taxation on tea, as we were all taught? No, not one bit. The colonies had already been boycotting English tea for 5 years before to the Boston Tea Party! Instead, they smuggled in Dutch tea and were quite prosperous. There was tea for anyone who wanted it and no British tea tax paid. Obviously, the British didn’t like the boycott. So, the British bypassed the duties at home. The Parliament told British tea sellers to disregard the import tax of shipping the tea into England and then pass the savings along to the colonies when they shipped the tea over and thereby sold British tea at a price that was lower than the smuggled Dutch tea. If you are feeling the pressure with today’s taxes, call a CPA for Tax Preparation in Raleigh, NC for all your tax-related needs!

But what people would sell this British tea?

They sold it with the loyal British merchants in the colonies. But will the colonists buy the cheaper British tea even though it had a tax? Yes. They bought so much that what ended up happening was loyal British merchants were getting all the business and a taxes were still being given to England. However, the colonists did not care about the tax that much; they still were getting more inexpensive tea. BUT, the non-British MERCHANTS didn’t like the process. The British merchants, gaining the assistance of England, had basically created a monopoly on tea sales. The native merchants feared it was only a matter of time before more British enterprises would be established with the same mechanism and they would be forced out of business. Go here if you want help with a modern-day Tax Return in Raleigh, NC.

So, a group of MERCHANTS dressed up as Indians, boarded a ship containing British tea and tossed it into the harbor. Was this a crowning peak in American tax protest? Not at all. The Boston Tea Party was viewed as the wanton destruction of private property at a time when private property was viewed as very important. The event was extremely grave and didn’t sit well with the colonies. Ben Franklin was abhorred and demanded that full repayment would be given at once to the owners of the tea. However, it escalated into war.

However, the colonies would quickly find that fleets of war vessels, battalions of soldiers, and cannons were much scarier than a few tax collectors. The funny part is, America did not lose the war, primarily because England realized it was too expensive to wage war so far from home. BUT after the war, America faced huge debts and taxes, and even with representation they were going to be huge.

Keep an eye out for W. Marc Gilfillan’s next chapter in his History of Taxes series: Taxes and Slavery and the Civil War.

http://www.marccpa.com/

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A History of Taxation, Part 4: Taxes and The Isle of Rhodes

W. Marc Gilfillan

W. Marc Gilfillan, CPA, NC, individual and business CPA and Tax expert, shares about the history of taxes…

The isle of Rhodes: a seminal connection to Rome and Greece. Any shipping from the east halted for supplies or to transfer cargo at Rhodes. The port at the city, similar to all other harbors, had a tax on all transaction - 2%. Rhodes was prosperous and flourished, in the banking and commerce industry specifically. The elite of the island erected a hundred-foot-tall bronze colossus of Apollo at the entrance to the port. It became known to us as one of the 7 wonders of the ancient world (whether it truly straddled the harbor entrance remains a mystery). If you’re feeling the pressure with today’s taxes, call a Cary NC CPA for all your tax-related needs!

Things were fine until 225 BC. An earthquake toppled the colossus and not much more is known of Rhodes following the earthquake. Did the earthquake wipe them out? Destroy the harbor? Well, here’s the remainder of the story. The Roman Senate was furious with Rhodes because during the late Rome-Macedonia War, Rhodes had maintained neutrality. After taking so much from Rome for so many years, Rome expected more. They wanted Rhodes to take their side and contribute to the war effort. Because of this, after the war, the Romans chose their course of action. They established a tax-free port on the nearby Isle of Delos. There wasn’t a two percent harbor tax! In the first year since the port was established, trade declined 85% in Rhodes. Rhodes was ruined. Go here if you want help with modern-day Tax Preparation, bookkeeping, and payroll in Durham NC.

So, was it the earthquake that ruined Rhodes’ prosperity? The answer is no, Rhodes had since rebuilt after the disaster (however, they did not rebuild the statue). What brought Rhodes down was not an earthquake or natural disaster or war or disease. It was Roman taxes. Everything to dodge a two percent tax. The Switzerland of the ancient world, the commerce giant of the east was toppled because traders wanted to avoid a 2% tax.

Keep an eye out for W. Marc Gilfillan’s next chapter in his History of Taxes series: Roman Taxes.

http://www.marccpa.com/

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The History of Taxes, Section 3: Tax Law and The Rosetta Stone

W. Marc Gilfillan

W. Marc Gilfillan, CPA, NC, individual and business CPA and Tax expert, shares about the history of taxes…

The Rosetta Stone, unearthed by Napoleon, was possibly the absolute most important Egyptian archaeological find to date. The Stone had the same writing in three different languages: hieroglyphics, demotic (also called Egyptian script) and Greek. Using the Greek version, archaeologists figured out how to understand the demotic and subsequently the hieroglyphs. However, the question is sustained: Egyptians had a form of paper, named papyrus, so why was the work carved in stone? Furthermore, why three languages? And why Greek?

The Stone has been in existence since 3000 B.C. The Rosetta Stone was carved around 200 B.C. during the reign of Ptolemy V (a king of Greek descent). So what happened to the Pharaohs? By this point in history, Egypt had been conquered in 700 B.C. by the Assyrians, then the Persians, and eventually the Greeks in 330 B.C. After an existence of 2000+ years, Egypt was in decline.

The Ptolemy dynasty were by and large good kings, but in 200BC, during which the Rosetta Stone was etched, Egypt had recently ended a ten year long civil war. The civil war broke out because of exorbitant and oppressing taxation strengthened by corrupt Greek tax collectors. As the war ceased there was continuous unrest. Ptolemy V put into a effect a Proclamation of Peace which gave general amnesty for any rebel and tax debtors, reigned in tax laws, ceased forced conscription into the navy, and reinstated tax immunity to the priests, temples, and their crops and lands, as it had been in the reign of the ancient pharaohs. If you are feeling the pressure with today’s taxes, call a Cary NC Accountant for all your tax-related needs!

This turned out to be a great edge and monetary windfall for the priests and temples and they desired to make sure first everyone knew it and, secondly, did not want it to be thrown away again at a point in the future.

As a result, “Rosetta Stones” were etched and put at the entrance of every temple throughout Egypt. The Rosetta stones proclaimed to everyone that tax exemption had been given to the priests and this temple and was a “Do Not Enter” sign to curtail the lawlessness of the king’s tax collectors. Go here if you want help with modern-day Tax Preparation, bookkeeping, and payroll in Cary NC.

This still leaves the question: why carved into stone? The answer is because the priests wanted to make sure it would not disappear or able to be simply disposed. Another question was why was it written in three languages? The Stone was written in three languages so that all may see and heed the proclamation the priesthood desired to spread to all of the country. The stone was written in Greek to be crystal clear to the king’s tax collectors that they could not even come inside the temple gates.

As a result of the most important Egyptian archaeological find in history, the stone unraveled the weird language of the Egyptians, made us capable of discovering the key to hieroglyphic writing and thereby the secret to unlocking the history and the understanding of the Egyptian empire for 3000 years was, in fact, a tax document.

Keep an eye out for W. Marc Gilfillan’s next chapter in his History of Taxes series: Taxes and The Colussus of Rhodes.

http://www.marccpa.com/

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How Donating Can Help You Save Money

Charitable giving is a wonderful way to help non profit organizations and, at the same time, help your finances. A qualified charitable donation is tax deductible. When you donate to a non profit charity, you better make sure that it is a qualified organization so that the amount of your donation will be tax deductible which will help you lower your income tax obligation to the IRS. By lowering your taxable income, you will owe less taxes and therefore save more money. The more taxes you save, the more money you will have to put in your bank account to be used for anything else you wish.

The problem is that charitable giving is not without risk. Your charity dollars are an investment in your community, the nation, and the world. It is important to be careful when you donate so you may be able to avoid scam artists who may try to profit by taking advantage of your generosity. You should be wary of non profit organizations that spring up overnight in connection with current events or natural disasters. They most definitely will make a compelling case for your money, but as a practical matter, they often do not have the infrastructure to get the donations to actually help the affected areas or people. Therefore, before you give away your hard earned money, you should ensure that the non profit organization you are helping financially is legitimate.

When you donate anything, you should try to claim the tax deductions. The tax benefit for charitable donations is available for taxpayers who itemize deductions. The IRS reveals that about one-third of all tax filers itemize. Taxpayers who take a standard deduction receive no additional tax benefit for their donations. The IRS reminds taxpayers to keep appropriate records to substantiate the value of their gifts. For example, for any single gift of $250 or more, a taxpayer must have a written acknowledgment from the non-profit organization by the earlier of the date the person files the tax return or the filing deadline, including extensions. A person donating property valued at more than $5,000 must have a qualified written appraisal. For more information on how to claim tax deductions properly, you can consult the charitable giving answer book.

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