Ordinarily we use this space for lighthearted stories that poke fun at the tax system and some of the clever ways that people endeavor to make it work for them, successfully or not. But the recent stories coming out of Harvey-ravaged Texas and Irma-ravaged Florida suggest a more serious tone for a change. Today we’re going to walk through some tax-related opportunities when it comes to reaching out to storm victims. You might be surprised to see how our friends at the IRS are jumping in to help, too…Continue reading →
Sports fans go nuts this time of year. Baseball fans are watching pennant races heat up; football fans are watching the NFL take the gridiron to kick off the new season; and tennis fans are moving their heads from side to side to take in the U.S. Open. Naturally, this means we’re going to talk about basketball. And we are going to throw in a little Shakespeare, like when Juliet ponders: What’s in a Name?
Choices like timing business or bonus income, deferring tax on retirement savings, and deciding when to recognize investment winners and losers all play a part in your overall game plan. But if you don’t have a plan, you won’t know when to lay up, and when to shoot for three. So call us when you’re ready for a plan, and let us help you take it down the lane past the IRS guards and maximize your tax deductions!Continue reading →
Care to guess where else temperatures have been falling? If you said “in Hell,” you’re right. That’s because the House of Representatives, where gridlock appears to have found a permanent home, actually passed a bipartisan tax bill last week. We’ll show you how to use the rules already in the tax code to pay the least amount allowed, so you can give more to whomever you like!Continue reading →
In 1836, Mexican General Santa Anna and 1,500 troops laid siege against 182 Texans garrisoned at the Alamo, a Spanish mission designed to resist attack from native tribes. Thirteen days later, the Mexicans stormed the walls and killed every last … Continue reading →
Someday, the financial wizards who run things on Wall Street will realize there’s “paper to be stacked” opening an Investor Hall of Fame. (Hey, the Rock and Roll Hall makes $40 million a year, and it’s in Cleveland.) And when … Continue reading →