Clearing the fog of common mistakes

Derive happiness in oneself from a good day’s work, from illuminating the fog that surrounds us. – Henri Matisse This is the time of year, during which we get to do exactly what Monsieur Matisse, up there, advises. We clear the fog of the (unnecessarily, in my opinion) burdensome pile of forms and regulations which form our tax process. Yes, … Read More

Clearing the fog of common mistakes

An easy add-on to your tax preparation process

“As we express our gratitude, we must never forget that the highest appreciation is not to utter words, but to live by them.” – John Fitzgerald Kennedy As I wrote a couple weeks ago, the start of the year is pretty important, in my opinion. And the LAST thing you need is to be stressed over finances. Yet that’s, unfortunately, … Read More

An easy add-on to your tax preparation process

Tax paper chase

He who loses wealth loses much; he who loses a friend loses more; but he that loses his courage loses all. – Miguel De Cervantes This has ALREADY been one of our most intense years, in preparing the groundwork for “tax season”, simply because the tax code is getting even MORE complex. And, truly–it seems as if I write that … Read More

Tax paper chase

Goals, schmoals

“The best years of your life are the ones in which you decide your problems are your own. You don’t blame them on your mother, the ecology, or the President. You realize that you control your own destiny.” – Albert Ellis Well, now the holidays are truly behind us, and this is the week where reality sets in for everybody. … Read More

Goals, schmoals

The last week for making changes

Life has no blessing like a prudent friend. – Euripides I woke up Monday morning, after the wonderful holiday weekend … and I had a realization: there are only FOUR days left in 2010. Obvious, yes … but it carries implications for your wallet, if you are wise with these days. But for those of my clients and friends who … Read More

The last week for making changes

Taxes for the holidays?

“Attitudes are contagious. Are yours worth catching?” – Dennis Mannering So, I approached my computer this morning to write this, with a bit of a dilemma on my hands: should I give you my insight and input about the recently-PASSED tax rate agreement? Or, should I do something a little different? But then I realized — many of my clients … Read More

Taxes for the holidays?

Strong words about giving

“People with many interests live, not only longest, but happiest.” – George Matthew Allen I’m writing this on the “First Day of Christmas” (12 days before the 25th– or do the “12 days of Christmas” start on Christmas? Ah well…it’s the holidays.), and I’ll tell you what–this past weekend, I got a dose of what the holidays are *really* about… … Read More

Strong words about giving

Take a day off … and save money?

“Your big opportunity may be right where you are now.” – Napoleon Hill As I write this, Congress is still dawdling around with the politics of extending the current tax rates. They call it a “tax cut”…but really, it’s the avoidance of a tax *increase*. By the time you read this, it may have already been “resolved” … and I’ll … Read More

Take a day off … and save money?

Profitable tax moves to make

“Just because something doesn’t do what you planned it to do doesn’t mean it’s useless.” – Thomas Alva Edison Finished with one holiday (and I’m still stuffed with leftovers) … but now we move into the “holiday season”. Yikes. I’m *already* overwhelmed with all of the marketing going on, you? (Far be it from me, of course, to complain about … Read More

Profitable tax moves to make

Thanking ahead

“The best years of your life are the ones in which you decide your problems are your own. You don’t blame them on your mother, the ecology, or the President. You realize that you control your own destiny.” – Albert Ellis It’s Thanksgiving Week around here [and, I suppose–everywhere :)], and we’re all getting set for turkey on Thursday. The … Read More

Thanking ahead