Last week, I wrote to you that we would be giving some attention to “tax planning”.
If you’re not entirely familiar with the term, it’s the process by which you make moves NOW (before year-end) that can pay off in significant savings by the time we actually fill out your tax returns for you in the winter or spring.
Read MoreFirst, I’d like to put out a little mini-fire that’s been raging on the interwebs a little: No — Federal tax refunds are NOT being delayed until October 15, 2015.
Sometimes, satire is so close to what’s *actually* happened that it takes on a level of “truthiness” that gives it legs. That’s what happened here. An article from a website called “The National Report”
Read MoreI’ve recently received some emails expressing confusion about the current estate tax situation, and implications for elderly parents.
The facts are that many people will be caught uninformed about *exactly* what their options are for their families when they deal with caring for the elderly, esp. as it relates to their finances and estate. One of the biggest problems is that many folks are confused about the terminology involved —
Read MoreFirst of all, there’s this: http://www.usatoday.com/story/money/columnist/tompor/2014/09/21/susan-tompor-tax-refunds-will-be-cut-for-some-who-get-health-credits/15958211/
Health insurance is set to now become part of our tax preparation process. This is the opening salvo.
If you have friends who received one of these notices, we can help. Send them our way: (818) 889-7285
But moving on, I wrote a few weeks ago about the hidden financial mistakes which even some of our wealthiest clients fall into.
Read MoreIn the course of our daily work here at The Dubrow Group, CPA’s, we not only work with tax forms and legal/financial documents a TON … but we also get a regular crash course, via those documents, on how people (our clients, mostly) have arrived to the place where they actually have something to *protect*.
In short, we get to be around a great many well-accomplished families.
Read MoreLabor day comes at me like a rush, every year. There’s a corporate tax deadline on the 15th of September to keep me busy and focused … but the truth of the matter is that the beginning of fall means that my team and I start to get real focused now.
Winter is coming. (Which means tax season.
Read MoreBeing a Thousand Oaks tax professional, I get all kinds of questions throughout the year when it comes to taxes.
But whether at social gatherings, sporting events or even business networking functions, one of the most common ones I receive is: Can I write this off?
Well, allow me, today, to set the record straight on all this for you.
Read MoreIf you’ve been paying attention to the news the last few weeks, it seems that we’ve been reeling a bit as a nation, and on the world stage. However, it looks like the Ebola mess may be a little more contained than was initially feared (though still very terrible). The mess in the Middle East is no less hairy, but the Dow is recovering a little from last week’s low.
Read MoreIsrael and Palestine.
The Ukraine and Russia.
The mess at the border (and in Congress).
Ebola.
And in the middle of it all, we’re all facing our own private fears, struggles and frustrations.
So … may I remind you of a few things?
Dubrow CPA’s Key Reminder #1: What you choose to “ingest”
Read MoreMany things have changed, even just around here in the Thousand Oaks area.
Time was, families were used to be dealing with elderly parents, young children … and everything in between, all in one house! This is less common now, and as a result, many Thousand Oaks families are actually unprepared for how to handle it — simply because models are much less plentiful.
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