December 11, 2020

IRS Busy Going After Tax Cheat. By-Kelly J. Bullis

In this season of … well you fill in the blank.  Let me give you some ideas.  “Mask-wearing-strained friendships-distance greeting-zoom meeting-OSHA fining-good cheer.”  It should be […]
December 3, 2020

PPP Loan Forgiveness Update. By- Kelly J. Bullis

Whooooeeeee!  As business owners, we’ve been on a crazy rollercoaster this year.  When can we get off?  One of the good parts of the “2020 ride” […]
November 28, 2020

Charitable Gift Annuity…. Is It Right For Me? By Kelly J. Bullis

Are you looking for a way to provide more assistance to one or more of your favorite charities?  Are you also looking for a supplement to […]
November 25, 2020

Trading In A Business Vehicle? By – Kelly J. Bullis

In the “good ol days” (prior to 2017), when you went to trade in a used business vehicle for a newer one, you got to defer […]
November 19, 2020

To Refinance Your Home or Not? By-Kelly J. Bullis

Have you been getting pesky junk mail from your current mortgage holder suggesting you consider refinancing your mortgage to a lower rate?  I get them all […]
November 5, 2020

Why Should I Care About A “Series LLC”?

Are you one of millions of Americans who have added owning Residential Rentals to your “retirement package?”  Many folks took advantage of the temporary drop in […]
October 29, 2020

Shelter Home From Estate Tax – By Kelly Bullis

Remember a few weeks back what I went over how the “rich” pay most of the Federal Income Tax?  A natural consequence of that is encouraging […]
October 22, 2020

Covid-19 Scams By Kelly Bullis

Are there evil people actively trying to hurt you?  YES!  Most do not even live in the USA.  They work in what is called the “dark […]
October 7, 2020

Higher Education Tax Breaks -By Kelly Bullis

It’s that time of year.  For those of us who graduated from college a “few” years ago, we become nostalgic.  That’s why there are “homecoming” events […]