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  • You Have 6 Weeks to Handle IRA Mandatory Withdrawal… Let’s Discuss Your Strategy! November 15, 2019
      My strategy?  Doesn’t this just happen?  NO!  And you need to pay attention! Weather changes and holiday gear up often take people’s eyes off the ball.  Everyone over the age of 70 with money in IRA accounts of many kinds are penalized at 50% by the IRS if they do not properly withdraw the […]
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  • Another Handy Halloween Treat! October 31, 2019
    No trick! Opportunity zones are your treat this Halloween.  Year-end tax planning, the stock markets, and opportunity zones are all on a high speed merge around the country. Hopefully, the information is getting to the correct people, but even if you are seeing this for the first time, you still have time to get educated […]
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  • The Most Used Tax Planning Concept for November and December. October 25, 2019
    After October, trick-or-treaters are done banging on your doors, the fall wrap up begins around the house.  Any remaining lawn chairs, storm windows and et cetera, all go into place ahead of the first storm.  Sure, for some places, like Arizona, winter is just a nice break from the heat.  Wow, this summer it was […]
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  • Why Do People Fear Tax Audits More Than They Fear Overpaying? October 18, 2019
    Ask anyone if they “pay too much income tax” and the knee jerk reaction is almost always, “Yes!” and without much hesitation.  Why do we call that a knee jerk reaction?  Because if you then follow the question up with two more questions, “What did you pay in federal tax last year? And/or what bracket […]
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  • Fix the Underpayment Tax Penalty You’re Headed For with A Simple Halloween Trick 😮 October 10, 2019
    In a few months the U. S. will begin filing tax returns again, and at tax firms all over the country people will be making the “E-Trade” Shocked Baby Face (remember him?) when they see they are being charged penalties and interest for under paying their taxes due. Even if they made a 941 payment […]
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  • The Tax Clock Is Ticking October 4, 2019
    We are nearing the October 15th filing deadline, so all the crying is almost over 2018 tax return submissions.   We blogged throughout the summer on various topics, but now you’re down to a few weeks to effectively do 90% of what can be done to affect your 2019 tax liability.  Only a few things can be done […]
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Are You Changing Your Behavior to Match the New Tax Rules in Effect Now?

Many people don’t really think about their taxes until the snow is flying and the first document arrives in the mail. Why would you, right? Year in and year out people often get into a set of habits around getting things together for their preparer. That`s usually not a bad thing, but in a year…
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