Yes, You Can Change Your Tax Outcomes After December 31st!

At this time of year many people who were getting a refund have already filed their tax return. It leaves the remaining majority of folks who, despite having withholdings, are […]

Simple Tax Tips Are Sometimes the Best

People often struggle with record keeping and are typically so busy that they are simply unaware of tools or services that have been developed that could greatly improve the recording […]

Overlooked Opportunities

An often overlooked tax savings opportunity comes from not fully understanding how you can use your cars as a deduction on your tax return.  It is very common for people […]

Charitable Planning for Younger Clients ~ with a Twist

Often people will have one-time “Income Events” that greatly increase the income tax due in that year. Finding ways to mitigate that additional tax, especially for younger people, can be […]

Business Owners Often Paint Themselves Into a “Tax Corner”

As weather interrupts some parts of the country and business owners have to scramble and fill in the gaps of employees, supplies, deliveries and the like, it’s easy for them […]

They Zig, We Zag

People who are worried about the 10 year rule, requiring beneficiaries of inherited IRAs to withdraw the entire balance within 10 years, can double that time with a CRT beneficiary […]

Tax Planning Often Has Bonus Benefits

Have you worked toward losing weight in the past because you want to look more attractive, or fit into an expensive wardrobe you already own? When you lose weight you […]

Tax Planning and Estate Planning Are a Lot Alike, and Ignored By Most!

People try, but “adulting” is hard!  Kids, pets, job, relatives, friends, bills, medical problems, car problems, work problems all in the last day, so when I have time I will […]

Tax Season Is Here Again! Choose Apples or Oranges.

There are many ways a tax return can be done that are all OK with the IRS, but only one of those ways nets the largest refund! People need to […]

Tax Planning Christmas Letter (Replace Santa with the IRS)

Dear Santa (IRS), I feel like you put me on the naughty list every year. When I file my tax return you impose taxes on me that I don’t want […]

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