As we just celebrated our Independence Day, I think it’s worth considering *financial* independence.
But we should pause first in gratitude to Will Smith and Jeff Goldblum who, along with our armed forces, back in 1996 successfully repelled an alien invasion that was bent on wiping our very existence off of this earth.
Or perhaps, in the real world,
Read MoreWe’ve seen many parents in our offices these last few months, and we obviously go over tax returns, customized plans for saving more on taxes, as well as a variety of other strategies for handling their assets so that their children will, one day, be financially prepared.
(We certainly wouldn’t want our children and their eventual families to end in a financial crisis like we’re seeing unfold in an entire nation,
Read MoreWe’re almost to the end of June, which feels a little crazy to me. But here we are.
These months provide a different rhythm (especially for those who have young children in the home!), and in my opinion, it’s a great time to get organized in a way that you perhaps haven’t been in the past.
It’s amazing to me how many families and households don’t have a workable plan when it comes to handling the flow of paperwork that comes through their mailbox,
Read MoreWe work hard for our clients.
Crafting elegant, tax-saving and easy-to-understand strategies to help you save on your taxes is a joy. And, of course, removing from our clients the annoying hassle of dealing closely with government paperwork, deadlines and personnel — while not exactly a “joy”, does also provide us with great satisfaction because we know that we get to serve our clients and help them not have to deal with stuff that isn’t exactly “fun”.
Read MoreFirst off (and this doesn’t necessarily affect all of our clients), just a quick reminder thatthe second quarter estimated taxes are due on June 15th. This is the quarter that always sneaks up on everyone, as it’s only two months after April 15th — so don’t get behind!
Secondly, the summer is a perfect time to assess your financial picture from a holistic perspective.
Read MorePart of my early-Monday news scan this week brought me this story: http://cbsn.ws/1Q0chAV. One of the “highlights”: almost half of all US households could not come up with $400 to cover an emergency expense. They would need to sell something or borrow cash to do so.
If you find yourself belonging to that category, I’m going to help you today,
Read MoreMemorial Day weekend often feels a little … jarring, at times.
Burgers, pools, picnics — set against the solemn backdrop of remembrance for the sacrifice of so many thousands who have laid down their lives so we can have those freedoms.
However, when you talk to veterans (as I get the chance to do in the course of our tax preparation work),
Read MoreWith all of the chaos that we are seeing bubble up around us, both in our nation and overseas, it can feel like everything is in flux.
Please, though … if you’ve established for yourself a hedge against financial turmoil, let’s not have you ruin it.
Last week, I posted an article which addressed these issues.
Read MoreWe spend a disproportionate amount of our time around the Team Dubrow CPA offices dealing with government forms and websites.
(Seriously though — can you or I get a gig as a web designer for the government? Those contracts run in the 7 figures … and the designs still look like something built using dial-up.)
But the annual release of this page is pretty fun: behold,
Read MoreI get pretty excited about the spring. All around the country, the snow is gone, the trees don’t seem so desolate … and am I right that the angle of the sun is a bit less harsh?
Or maybe it’s just because tax season has finished and I’m getting more sleep? 🙂
Well, I hope you and your family will have some “spring”
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