Archive | tax planning RSS feed for this section

Short List for your Finances 2014

There are many actions you can take to improve your finances, and that’s sometimes the problem. I have compiled a short list of ideas that can make a real difference in your financial health. Copy and paste this short list into Evernote or other list-making software or  print it out and tape it to your […]

Continue Reading Comments { 0 }

Finglish Lesson #3: “Fiscal Cliff” and “Taxageddon”

The “fiscal cliff” and “taxageddon” refer to a convergence of fiscal events (or government spending and tax policies that influence the economy) slated to occur almost simultaneously at the end of 2012. If these terms aren’t on your radar yet, they are sure to be soon, as the media loves nothing better than drama and […]

Continue Reading
Smal Business Taxes Made Easy

Book Review: Small Business Taxes Made Easy, 2nd edition, by Eva Rosenberg.

As a financial advisor, I’ve read my share of tax books. So, I poured myself a strong cup of coffee, made sure I wasn’t too comfortable and opened Small Business Taxes Made Easy by Eva Rosenberg. After reading the first few pages, I realized that this tax book was different. First of all, I enjoyed […]

Continue Reading Comments { 3 }

“April is the Cruellest Month…” or You and Your Taxes

If you’ve been reading my blog, you know that I’ve been writing about the Ten Simple Truths About Money.  These truths are meant to act as a framework to provide new ways for you to think about money that are easy to understand and implement.  Simple Truth #4 is “Inflation and Taxes Are Money’s Enemies.”  […]

Continue Reading Comments { 0 }

Tax Planning Tutorial: This Fee Only Planner Thinks It’s Time To Clear up the Confusion Over the Gift Tax Law

There are many confusing tax laws, but the one that seems to generate the most misunderstanding is the gift tax law. Everyone seems to be aware that people can give up to $13,000 (this amount is periodically adjusted for inflation) a year with no tax consequences – but beyond that it’s fuzzy. A client asked me today if she would have to pay tax on a $100,000 gift her parents were planning to give her to buy a house. The answer is no.

Continue Reading Comments { 2 }

Financial Advisor Blog Network