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Category Archives: Taxes
Don’t Let Financial Surprises Catch You
Financial Surprises That Make You Want To Hide. Financial surprises are like those times when your phone rings at the movie theater. (You thought for sure you turned if off.) It freaks you out and you spill your peanut M&Ms … Continue reading
Posted in Budgeting, Entrepreneurs, Investing, Taxes
Tagged alternative minimum taxes, financial surprises, taxes
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New Year Resolutions for Your Finances
Start off the new year right. Make these resolutions for your finances. One of your new year’s resolutions may be to take your relationship with money more seriously. Here are 7 resolutions for your finances you can make right now … Continue reading
Posted in Insurance, Investing, Taxes
Tagged investment portfolio, resolutions for your finances, retirement, taxes
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Tax Planning and Your CPA
Want Smooth Sailing for Your Tax Planning? Get Your CPA On Board. Taxes, tax planning, estimated tax payments, your CPA. Feeling nauseous yet? Need a brown paper bag? It doesn’t have to be this way. Like most people, you are … Continue reading
Potential Tax Reduction for Your Portfolio
5 Things to Consider for Tax Reduction 1. Buying index funds or tax managed funds can be a great tax reduction for your portfolio. These funds usually limit the amount of capital gains that they pay at the end of … Continue reading
What is Alternative Minimum Tax?
You May Be Subject To Alternative Minimum Tax and Not Even Know The Consequences The Alternative Minimum Tax was introduced by the IRS in 1969 and instituted for wealthy people who were eligible for special tax benefits – and thus … Continue reading
Occupy Wall Street and Your Financial Plan
The Occupy Wall Street movement came out of nowhere. In just 4 weeks we have a movement that has gained some real traction. Here is where I agree with them. Whatever happened to the executives at Fannie Mae and Freddie … Continue reading
The Art of Working with a Bookkeeper
All right, I have a bookkeeper. Now what? You have made the decision to hire a bookkeeper. Yay! It’s a great decision because now you will have more time to focus on making more money in your business. So let’s … Continue reading
Diversify Your Tax Liabilities
Holy Taxes Batman! We have a crazy big deficit. How is our government going to deal with this? It’s simple: Cut spending and raise revenue. I got news for you. Tax rates will probably go up. Maybe they will be … Continue reading
Charitable Giving
Philanthropy is Full-Anthropy Has anyone ever asked you what you would do if you had all of the money in the world? Most commonly, people respond with, “I’d buy a bigger house or travel.” This is often followed by, “I’d … Continue reading
Posted in Goal Based Financial Planning, Taxes
Tagged charitable giving, charities, tax deductions
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Oy Vey . . . Prepping for Taxes Again
You’re probably thinking: Didn’t I just get all of my stuff to my accountant a few months ago? Waiting to last minute to get all of your stuff to your accountant is never fun. Here are 7 things you can do to get ahead this time . . . Continue reading
