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COVID-19 and IRS Collections

The global pandemic of the novel coronavirus COVID-19 has wreaked havoc on everyone’s routine, schedule, and daily life. Many things are cancelled and many more are on hold. In my area the closings started on March 13 and have gotten … Read More

March’s Real Estate Corner…

Every week, it seems, I field questions from homeowners regarding using the equity in their homes to pay down higher interest debt like credit cards.  Essentially, this can be accomplished one of two ways – a second mortgage (or the … Read More

How Close Are YOU?

Okay, let’s be blunt – tax season is here.  W-2’s and 1099’s are on your desk or in your paperwork and it’s time to face the music.  Are you actually ready to file or are you procrastinating?  And if you … Read More

The Top Tax Scams of 2020

For years now, the IRS has keep a page open on its website called “The Dirty Dozen” and it’s simply a listing of the latest and most common tax scams used recently.  Of course, we monitor that page as well … Read More

Asking Why

Everyone has goals.  That’s a given and the degree or depth of those goals is relative to the individual.  The soldier on the battlefield wants to survive and to get back to safety.  A six year old child wants to … Read More

Amusing Tax Convictions; March

It hasn’t taken long for the fraudsters and dingbats to jump into new and exciting silliness for 2020.  In fact, as we all know, when it comes to paying taxes, everyone is an expert on “legal.”  Here’s a few folks … Read More

Real Estate Corner…

According to Forbes, today’s mortgage rates — at about 3.75 percent — will stay low in 2020. At the same time, market watchers expect home prices to continue to escalate due to low inventory and high demand. Without more listings … Read More

…And the Tax Scams are in FULL Swing…

Good Morning! For the last few weeks, I’ve been sharing a lot of financial “stuff” based on how so many people find themselves in hot water when it comes to money and spending.  This week, though, as tax season is … Read More

Prospect Nurturing Isn’t As Simple As It Was…

Good Morning, This late in the month, you’ve probably become firmly convinced that I’ve gone crazy.  Why is a CPA giving business lessons?  Where’d they get all these ideas, anyway? Well, a lot of it is simply experience.  I work … Read More

Retirement:What Are You Going To Do?

Vast amounts of ink have been used to discuss retirement savings and helping people understand how much money they’ll need for retirement.  There’s just one problem – most of these miss one vital component of an individual’s retirement – what … Read More