tax advisor

Back in the days when I used to do seminars around the country, the #1 question that I heard was, “How do I find a good advisor?” And, on the surface of it, that seems like an easy question to answer. You might already be looking through your cell phone list to give me the name of someone you really like to work with. But, like many things, it’s not quite that simple to get the best answer for you. If you’ve been asking this same question, then you’ll want to read the rest of this blog post today.

Even if you’re not quite ready to start your business or real estate, you still need to get your tax return prepared. And, as simple as you might think it is, there is a lot that can go wrong. Keep reading for more information on a positive step you can take right now to make sure you’re getting all the deductions you should.

There’s nothing like misunderstanding tax loopholes to ruin a perfectly good day … or a perfectly good tax strategy! But it happens all the time, usually at a cost to the taxpayer in question. For example, I had a client recently whose misunderstanding wound up tacking another $25,000 onto her tax bill!

As the law sits right now, 23 million more Americans will be subject to AMT. Basically anyone making over about $45,000 will have the issue. That’s because one of the “patches” expires this year.

What is the difference between a Tax Strategist or a CPA? We hear that question all the time. I’m a CPA trained as a Tax Strategist and I’ve been doing that for over 15 years now.

I just got a couple of complaints that I buried the announcement that I was taking on a few new clients for personalized tax strategies.

It’s been said that the three most costly words in the English language are “Do It Yourself.” Sometimes it can be downright dangerous – like in the case of brain surgery, which I’m not even sure would be a possible do it yourself project.

Do It Yourself … or Disaster?