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Will You Make Your Kids Angry After You Die?

During my career of doing estate administration, I found in the earlier years that the beneficiaries were more appreciative of [...]

Being Safe and Secure Online

I know you keep hearing about online security and soon you will say, if you haven’t already, that I am [...]

Are You Thinking of Selling Your Home?

You think about it but are concerned about a large capital gain if you have owned your home for several [...]

The Sharing Economy – How It Can Impact Your Taxes

You have decided to take the whole family and a few extended family members on a trip to Hawaii.  In [...]

Nice To Meet You

It is so nice to meet you.  But, you ask, how did we meet?  I don’t recall meeting you.  Is [...]

Weddings and Taxes

What an odd combination you might think.  But it is something to be considered when planning a wedding.  No, unfortunately [...]

Online Shopping

Summer is around the corner and whether you are shopping online to get ready for a vacation or relaxing while [...]

Don’t Get Caught In a Phish Net

Data thieves don’t take a break.  EVER.  They are always working.  One might say they are workaholics.    The most [...]

Have you reached or are you approaching 70-1/2 years?

When you reach the age of 70-1/2, you are required to begin taking retirement plan distributions.  Failure to do so [...]

Here’s What the IRS Recommends that Taxpayers Should Do to Protect Private Data

(a reprint from an IRS notice) Taxpayers should protect their personal and financial data from criminals who continue to steal [...]

ABLE Accounts

You may have heard mention of ABLE accounts.  So, what is an ABLE account?  ABLE stands for Achieving a Better [...]

Record Retention and Disposal

You made it through tax season and you start thinking about the accumulation of records that you have for tax [...]

Early Withdrawals from Retirement Plans

You are fortunate to have an IRA or a retirement plan. You learn that you can take early distributions.  Oh, [...]

IDENTITY THEFT – Don’t Let It Happen To You

We hear about identity theft often these days. Yes, we may get tired of hearing about it, but identity theft [...]

Where’s My Refund?

You filed your taxes and are entitled to a refund, but you haven’t received the refund yet.  What should you [...]

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