Tax Filing Season and Other Daunting Matters

Over the years, many clients have told me that coming to visit me is as bad or worse than visiting the dentist. I am always offended and taken back that someone could view the tax preparation process as similarly scary … Continued

Tax Bill to be Signed Into Law

Well, we now have the answer to the question I raised in last month’s blog post – the reconciled tax bill that had been debated and tossed around for quite some time has been agreed to and passed by both … Continued

What, If Any, Tax Reform Will We See?

Your guess is as good as mine when it comes to what, if any, new tax law might result from the chaos that is known as Congress and POTUS. The original tax outline proposed by the president months ago, the … Continued

The Value of Proper Planning

Here we are in the middle of October with the 2016 final extension deadline passed (Monday) which means one thing – it’s time for 2017 year-end tax planning appointments. This is my favorite time of year as I thoroughly enjoy … Continued

Natural Disasters, Charitable Giving and Scams

There have been numerous natural disasters around the world lately including hurricanes Harvey and Irma that have caused severe devastation in Texas and Florida as well as the islands of the Caribbean. Mexico has suffered two earthquakes in the past … Continued

Lottery and Boxing Match Payouts and Taxes

This month I thought I might delve into the world of large payouts for scenarios like large lottery winnings and boxing match payouts. The fact that millions of dollars are paid out periodically to the chosen few who actually win … Continued

Tax Reform on Hold Due to Health Care Reform?

Regardless of which side of the political fence you find yourself, it became evident after the last presidential election that health care and tax reform were imminent. Although several other areas have been addressed, it has now been six months … Continued

Useful Apps for Tax & Accounting

  It’s starting to get hot (imagine that) after a brief reprieve from the normal heat this time of year in Arizona. This month, I wanted to share with you some hot apps that can be very useful in helping … Continued

Post Tax Season Thoughts

As the 2016 initial tax filing deadline has now passed and after a short rest, my blog post is being posted a bit late this month. I will keep it short. The tax filing season is grueling but temporary. I … Continued