Download Our Free 2025 Tax Guide, Start Planning Now
Here is a handy tax guide for the 2025 tax year (not the 2024 tax filing due this year by April 15). …
Taxes
Download Our Free 2023 Tax Guide
Here is a handy tax guide for the 2023 tax year (not the 2022 tax filing due this year by April 18). …
4 year-end tax and estate planning ideas
It’s time to act before the new year.
What a year it’s been! A crazy stock market. An …
What the CARES Act means for you
The CARES Act is the largest economic stimulus package in the history of the world.
On March 27, …
Let’s talk about Social Security correctly
Every year, trustees of the Social Security trust funds issue an annual report. And every year, the …
What should you do about the Equifax data breach?
Protect information from hackers.
Who is Equifax, and why are they in the news? Equifax is one of …
8 planning steps to take before the year ends
Another year is coming to a close. So much has happened of late — England voted to “Brexit” the …
Muni bonds still make sense
I’ve written about municipal bonds in the past. Now is a good time to update my thoughts on this …
The Panama Papers and you
It was the topic this spring that everyone talked about — except for some lawyers and bankers who …
The ‘IRS’ is on the phone asking for money? Hang up
If you’re like me, you’ve probably received abusive phone calls from people purporting to be from …
Hollywood estate planning lessons
Have you been putting off estate planning? I know you know it’s important so this month …
How do taxes in America really work?
A few weeks before the presidential election, my friend Ted sent me a link to a YouTube video that …
Take advantage of 529 college-savings plans and the related gift tax loophole
When it comes to saving for a child’s college education, I know two things:
It’s bloody …
Some Section 179 deductions to end this year
If you own a profitable business, and you plan to purchase property, vehicles or equipment for the …
IRS offers relief for some 2010 estates
In September, the Internal Revenue Service announced some relief for 2010 estates. Here are the …
How to harvest capital losses
As the end of the year approaches, it’s worth taking a look at the possibility of harvesting capital …
Taxes: Time for a checkup?
Early in the new year is a good time to gather financial information in order to prepare your …