Tax Planning

It's almost December... be sure to review the "Tax Planning" blog published last month. Any questions before 12/31? just ask. Have a great Holiday Season! Garland

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for corporations - be sure to see notes at the end of the Nov23 "bonus" blog... GT

People can have strange relationships with money. For some, it’s a powerful tool to get what they need. For others, it’s a necessary evil; something they have to contend with to live in this world. Some people want to accumulate as much money as possible; others believe that wealthy people must have done something bad to get where they are.

it's the 1st of August & a great time to...

* review all Aug22-July23 tax blogs 

* ask tax questions early (now, or at least before Dec31st)

* take a look at your 2023 accounting (Quickbooks or other)

If you’re a business or self-employed, you have to deal with estimated tax payments. These are used to pay alternative minimum tax, income tax and self-employment tax. Many people find estimated tax payments to be a nuisance, and they wonder if they are mandatory.

Ok, this isn't the Land of Oz, but...

c o v i d

Is still out there... so I decided to cancel all in-person meetings again this year - after bringing home covid to the family last month. Ugh... not fun! Everyone's fine and finally recovered, but even masking did not stop this nasty bug.

Hi there & happy New Year, 2023!

Things to do, "taxwise", for the new year...

I N D I V I D U A L S

* if you are an individual tax client, please take a look at the tax organizer which was mailed to you on 12-24-22 - and see the list included - "a few items to start"... 

Tax planning - do it BEFORE 12-31-22

 Hello again clients & friends!

 This is 2022's main tax planning blog...

While it's easy to plan out your day or week, doing your estate planning can be far more complicated. Unfortunately, many people put it off as long as possible, or even fail to create any plan whatsoever. If you are beginning your estate planning journey, it is important to avoid common mistakes along the way.

As you look ahead to retirement, one of the most important things is making the maximum contributions to your various retirement plans. In 2022, cost-of-living adjustments have resulted in many popular plans now allowing for increased contributions.

Hi there & happy New Year, 2022!

Things to do, "taxwise", for the new year...

I N D I V I D U A L S