Home 2018-10-25T21:15:22+00:00

Unraveling Tax Headaches and

Building Financial Vision

Unraveling Tax Headaches and

Building Financial Vision

Wealth Management
Tax Planning & Preparation
8October 2018

Accountant vs. Tax Preparer

October 8th, 2018|

You wouldn’t use a hammer to tighten a nut, would you? I also hope you don’t use a screwdriver to brush your teeth. For every task there are several different tools that we could use. Some are better than others, but there is usually one that stands out as the best solution. The best solution is achieved by maximum efficiency, best fit, ease of use, cost, or even knowledge. The [...]

1October 2018

Should I Pay Off My Home?

October 1st, 2018|

As a tax professional, this question is often asked by my clients. With the passing of the Tax Cuts and Jobs Act of 2017 and the first major overhaul to our tax code since 1986, I thought it might be helpful to take a new look at this old question. One of the first things to consider when looking at paying off your home is where will the money to [...]

24September 2018

The Most Important thing to Know Before Starting Your Own Business

September 24th, 2018|

You have a killer idea, or you’re really good at something, and you want to start a business. Did you know that according to the Small Business Administration (SBA), approximately 543,000 businesses are started every month, and more businesses shut down each month than start up? Many people start their own business because they determined they were good at something and could make a living doing it. However, I’d like [...]

17September 2018

Don’t Like Your Tax Professional’s Answers?  Maybe You’re Asking the Wrong Questions.

September 17th, 2018|

Early in my tax preparation career I used to get very frustrated in my job.  I would often be asked a question by a client which I did not know the answer to and I would walk down to the owner of the firm and would present him the question as it was posed to me.  I would then promptly go back down to my office and give the client [...]

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