Kindergartners With A Credit Card?

"Good, better, best. Never rest until good be better and better best." – Mother Goose Google tells me that Mother Goose didn’t *actually* exist — but she sure was smart, eh? We’re heading into spring … and just a couple weeks remain here in "tax season" (what we tax professionals call it). I do hope that, by now, you’ve taken … Read More

Kindergartners With A Credit Card?

Posting This Again

“I’d rather regret the things I’ve done than regret the things I haven’t done.” – Lucille Ball Well, last week I departed from my normal area of expertise, and wrote a real-world guide on preparing your family and home for a true disaster. Got lots of feedback — thank you! But, I thought I should re-enter the fray of my … Read More

Posting This Again

The Japan Disaster And You

He who loses wealth loses much; he who loses a friend loses more; but he that loses his courage loses all. – Miguel De Cervantes It’s deja vu all over again, with another massive earthquake coming during tax time this year. Last year, it was Haiti … this year, of course, it’s Japan. The fallout (if you’ll forgive that term, … Read More

The Japan Disaster And You

Are You Working Without A Net?

"Then give to the world the best you have, and the best will come back to you." – Madeline Bridges Before I get to what I wrote this week, I wanted you to know that there are a few important "announcements", following my Note, which affect your tax situation for 2010 (i.e. the taxes we’re helping you prepare NOW), or … Read More

Are You Working Without A Net?

Health Care Reform will affect you like this

What is once well done is done forever.  – Henry David Thoreau Well, as promised, I’m breaking down the new Health Care legislation in this week’s blog post. Polls show that this legislation isn’t popular–but it’s now the law of the land, so we all should get used to it. Families WILL be affected by it, and it’s a good … Read More

Health Care Reform will affect you like this

Now what?

“It’s income tax time again, Americans: time to gather up those receipts, get out those tax forms, sharpen up that pencil, and stab yourself in the aorta.” – Dave Barry Every year, around this time, I find myself blogging about “procrastination” and its dangers, as well as observations from tax season thus far. But this year is different. I’m writing … Read More

Now what?

Commonly-overlooked breaks

We are not in a position in which we have nothing to work with. We already have capacities, talents, direction, missions, callings. – Abraham Maslow We’re getting closer and closer to D-Day (April 15th: “Done Day”) around here, and we’ve already had quite a tax season. This truly is our favorite time of year–we get to sit down with our … Read More

Commonly-overlooked breaks

New credit card rules can trap you

“Old times never come back and I suppose it’s just as well. What comes back is a new morning every day in the year, and that’s better.” – George Edward Woodberry Last week, I sent a note re: avoiding an audit, and I’ve heard from quite a few friends and clients who passed it along to *their* friends and family … Read More

New credit card rules can trap you

Audit-proof your life

“The past does not define you, the present does.” – Jillian Michaels I hope your weekend went well–our family has been enjoying the Olympics, and, in particular, many of the stories which go with it. If you’ve paid any attention, you probably heard about American, Lindsey Vonn. She’s known as perhaps the world’s top female skier having dominated the World … Read More

Audit-proof your life

Valentine’s Day follow-up

“Lots of people want to ride with you in the limo, but what you want is someone who will take the bus when the limo breaks down.” – Oprah Winfrey So, this is the big question of the week: how did Valentine’s go? Some say it’s a “Hallmark Holiday”, but well–some spouses think otherwise, right? Well, if you blew it, … Read More

Valentine’s Day follow-up