Tax Breaks for Everybody?

Let’s be honest:  As we approach the end of the year, most of you guys aren’t thinking about taxes. That’s my job! The problem with most “tax idea” articles is that the writers seem to live in places that real … Read More

Tax Breaks For The Next Generation

As much that has been written – good and bad – about the next generation, the Millennials – the scary part is that they have to pay taxes. Why is this scary? First of all, many of them view “Google” … Read More

Over 50? Check Out These Nice Tax Breaks!

The holiday season is rapidly approaching and that means a couple of things: for most of America, it’s time to spend money on presents, food, and drink AND that the year is coming to an end. Every year, in the … Read More

Fighting these HIGHER Rates

As much as I hate to admit it, I understand why the Fed keeps pushing interest rates up … but that doesn’t mean I like it.  When it comes to “regular” folks – those who earn a living with a … Read More

Are New Taxes Coming?

To put it simply, if you make less than $200,000 annually, Congress has raised your taxes.  The estimated $16.7 Billion in the United States’ new Inflation Reduction Act is coming out of the middle and lower classes’ pockets, and an … Read More

Do You Need To Keep EVERYTHING For Your Tax Records?  (Nope!)

As a tax professional, my team and I see a LOT of weird ways clients save paperwork.  Shoeboxes, expanding files, Ziploc bags, and PDFs are all viable, and seemingly useful.  But how long do you really need to keep those … Read More

The Changing Face of College

Now that kids of all ages are back to school, it’s worth acknowledging how college is changing for many young people.  The last few years, of course, distance learning became the de-facto system, but many colleges and universities have been … Read More

What Rising Rates Really Mean

Anyone who hasn’t been under a rock for the last year knows the price of nearly everything has gone up dramatically, and just about every pundit and politician has a scapegoat to blame.  The downside is this:  who cares who … Read More

IRS Penalty Relief for 2019 and 2020

If you owe penalties for 2019 and/ or 2020 there is some good news for you. The IRS will be waiving those penalties and this will happen automatically. If you don’t receive a refund of penalties you paid nor letter … Read More

Looking for Opportunities? Keep an eye here…

This month, we’ve been spending a lot of time focusing on – you guessed it – money.  One of the things that I see coming out of the current downturn is a lot of opportunity, especially for those who have … Read More