March 22, 2023

Avoid Mistakes In Your Will/Trust

Every year, I ask every client the status of their Estate Documents.  Do they have them and/or are they current and up to date?  I like […]
March 16, 2023

Involuntary Conversion of a Personal Residence

There is something called an “involuntary conversion” in IRS Code Section 121.  If you were forced to leave your personal residence, unplanned on your part, that […]
March 8, 2023

Buying and Selling A Home

First off, let’s talk about IRS code section 121.  That is the wonderful law that allows a married couple to eliminate tax on the first $500,000 […]
March 2, 2023

Is A Health Savings Account A Good Idea

If you have never heard of Health Savings Accounts or HSA for short, you must have been stuck on a desert island for the last 25 […]
February 22, 2023

Health Insurance Deduction for Sub-S Owners

It seems like this happens all too often.  Congress makes confusing tax laws and leaves it up the IRS to figure out how to administrate it.  […]
February 15, 2023

2020 Unemployment Exclusion Update

Do you remember those special days back in the spring and summer of 2020 when a lot of folks were forced to get Unemployment Compensation?  Congress […]
February 8, 2023

Take Out and Look At Short Sale

Thank you, Federal Reserve!  Real Estate values have peaked and are now coming back a bit from their highs.  Some professionals are estimating a 10% value […]
January 1, 2011

Manage your CDs

In these days of historic low interest rates, it’s hard to earn much on certificates of deposit. It is probably best to not lock all your […]
January 1, 2011

Watch out for bad tax preparers

What does it take to prepare a tax return? It’s simple, right? Just follow the instructions the IRS publishes for each form. You don’t want to […]