What happened last week in Paris was a horror show for those of us living in an ostensibly free society. Outrage, shock, argument — all of these things have been roiling through the last week, as we’ve watched. I’m sure you felt similar. And, well, life has a tendency to keep on pulling us along, even as we attempt to … Read More
This first full week of the year is often cited as one of the most difficult and depressing weeks of the year. Far from shiny newness, experts say that with all of the let-down after the holidays, coming back to work, or leaving behind family, can bring a heightened sense of loss. This, combined with the fact that we’re staring … Read More
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Happy New Year, folks! Now that we’re in 2015, the tax planning door has been closed and it’s time to start gathering your documents (well, you can still reduce your tax bill by opening an IRA or contribute to an existing one by April 15th). However, the best thing you can do now to help your 2014 tax bill is … Read More
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As much of the nation and world has been enjoying this holiday season, my team and I have been preparing for a season of a different kind — TAX season. And sure, we’ve certainly been pausing to meditate on the beauty of THIS season, but it just so happens to always coincide at the dawn of our busiest time of … Read More
So, in looking at the headlines this morning from my Tampa tax preparation offices, as I write (I often look there first for some inspiration for my weekly note), I’m struck: our nation and our world (and even the Tampa area) continue to feel like they are fraying at the seams. We all hate that this is the case — … Read More
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December is officially with us. It’s cold. And time is running out. By that I mean that we are ONE MONTH away from year-end. That’s one month away from doing anything positive to affect your tax burden (with the exception of IRA contributions and a few other various back-dating strategies that are allowed). So here’s a quick and dirty tax … Read More
Activity is relatively slow around here this week, and it always puts me in a meditative mood. Thanksgiving is nice because it’s not quite yet the “calm before the storm” which the December holidays represent (right before tax season, as they are). This is a week when I get to gear up … but I do so by looking back. … Read More
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Well, we’re getting ready to see what Congress is going to do in the final session before the new members are sworn in (called the “lame duck” session). And while I was exercising recently, I was thinking: Isn’t it interesting how decisions made by a few hundred men and women in a distant building actually *can* impact our life so … Read More
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Well, after the midterm election results have settled for a while, I promised I would pipe in with my thoughts about what this means for tax policy moving forward. Here they are: … Yes, you read that right. Despite what may seem like a fundamental shift in the makeup of Congress (the Republicans taking over control of the Senate) and … Read More
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This is mid-term elections week, and as is my practice, I’m putting this post together on Monday morning, so we don’t yet know the results. I’m sure I’ll have a comment or two once the dust settles from that, though. Regardless of the make-up of Congress, however, what *is* probable is that the legislators will be “very busy” again this … Read More
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