2020 is nearly done. Whether you’re an individual concerned about how a new president and recovering economy will impact you, or you need to find
Read MoreTag: tax planning
Preparing & Managing For A Sandwich Generation Household
Kelly acknowledges the statistics of life expectancy rapidly increasing, which seemingly results in more sandwich generation households. Sandwich generations are when a parent generation with
Read MoreAdmit It: The Clintons Didn’t Do Any Tax Planning You Wouldn’t Do
The headlines are meant to grab your attention: Wealthy Clintons use trusts to avoid full estate tax they back After touting estate tax, Bill and
Read More13 Dramatic Year End Tax Strategies For 2013
The clock is ticking. You have a few hours yet to get in some last minute tax planning for 2013. Can any of these drastic year-end tax strategies work for you?
Read More5 Reasons To Call Your Tax Professional Today
Today might not feel like a red-letter day in the tax world but it’s actually pretty important. You see, today is the day that you
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9 Things I’ve Learned From My Mom About Taxes
By the time that you read this, I will be at home in NC with my family as my mom gears up for some major
Read MoreThe Month After: Refund Status, Lost Checks & Tax Planning
Tomorrow (May 18) marks exactly one month after Tax Day 2011. I know, just a month, right? It feels a lot longer to those of
Read MoreHow To Prepare For Next Tax Season Now
I was recently interviewed for an Inc. magazine article about mid-year tax planning. You can check it out here: How to Prepare for Next Tax
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