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  • One Time Limited Addition May 22, 2020
    That’s what you often hear from a sneaker manufacturer or a car company to create a feeling of scarcity for a product in order to drive desire or cost up.  This is not a typical tactic of the IRS.  COVID-19 and the reaction to it has created a path of human misery, but like cutting […]
  • Taxes Are the Last Thing I Need to Worry About Now! May 15, 2020
    Think again.  Of course, human life is more important, especially when it’s yours!  That being said, many of us have a worry list that is growing and if taxes were on that list, they have been pushed down by all the new concerns.  There is a growing divide in the U.S. between the people who […]
  • Should You Take a PPP Loan If You’re Not In Dire Straits? May 8, 2020
    Many self-employed and small business owners who did not get applications in before the money ran out the first time around, are now getting them in during this second round of PPP funding, and the frantic level of requests seen previously seem to be a bit more orderly now.  Many people we have spoken to […]
  • Why We Waste Time and Money! …and What We Can Do About It! May 1, 2020
    It’s hard to be logical all the time about everything.  The most financially successful tax clients we serve at least attempt to force themselves to be logical, for their own benefit.  For instance, our parents, as well as a subset of the economy including some popular radio show based advisors like Dave Ramsey, say you […]
  • Is Your Accountant Proactive Or Reactive? April 24, 2020
    The tax planning world has been evolving very quickly in the last few months.  Needless to say, anyone who felt they had a handle on being proactive is now working with at least one hand behind their back (maybe even two).  Accountants that are proactive (a small subset of the overall group) have been very […]
  • Focusing on the Future of Taxation Can Help You Deal with the Next Crisis April 17, 2020
    With the “world on fire” it’s hard to care about the crisis coming in 2023 or 2024, but especially for retirees or soon to retire folks, next to sheltering in place, it’s the most important thing you can do!   Whether you think the stock market will have a V shaped recovery, a W shaped recovery […]

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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