May, 2021

Income Tax Refund Myths

Tax season is once again behind us and if you are entitled to a refund, you are anxiously awaiting for the same.  But, with the pandemic, some people are still awaiting their 2019 refunds, let alone their 2020 refunds.  There are facts about receiving your refund and there are plenty of myths about refunds.  Here […]

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Do You Owe Money to the IRS? Help is Available.

So, the dreaded news is received – you owe the IRS.  What to do?  Fear not; there is help available.  It is called an offer in compromise and may help some taxpayers. An offer in compromise is an agreement between the taxpayer and the IRS that settles a tax debt for less than the full […]

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Joint Owner vs. POA

Getting your financials in order is something everyone would like to accomplish. Making sure that the bills are being paid isn’t something that many people want to worry about. As we grow older, we may need assistance from a family member or a friend. Assistance can be what we consider simple tasks such as getting […]

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Who’s on Your Team?

Team?  Do you really have a team?  Think about it – you certainly do.  In fact, you probably have several teams – medical, financial/legal, family, friends, etc.  In this blog, I am going to address the importance of your financial/legal team.  In years gone by, we would go to a doctor who would treat us […]

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