I Forgot To File My Taxes

Posted by on May 7, 2013 in Planning, Tax Planning | 15 comments

Every year I meet a couple people who tell me “I forgot to file my taxes.” How do you forget to file???? Here’s the steps...

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How to Cut Your 2012 Tax Bill Today

Posted by on Jan 31, 2013 in Tax Planning, tax tips | 11 comments

Did you know there are still ways to save on your 2012 taxes?  Many people (mistakenly) believe that once the clock strikes midnight on...

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2014 Tax Season: 5 Steps to Make Next Year’s Taxes Suck Less

Posted by on Jan 10, 2013 in Tax Planning | 15 comments

Can you believe it?  2014 is right around the corner.  Ha! It’ll be here in no time, I promise.  Right after all this cold weather,...

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Year End Business Tax Planning – Stop Uncle Sam From Eating Your Lunch

Posted by on Dec 20, 2012 in business planning, Tax Planning | 23 comments

Two weeks ago I received a call from an agitated client: “O.G.!  I need your help. My taxes are going to be out of control!  We made...

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Did You Miss the October Tax Filing Deadline?

Posted by on Oct 16, 2012 in Tax Planning, tax tips | 19 comments

Let me check the calendar…there’s no way October 15th has come and gone! Man, is this year flying! October 15 is a black day in the...

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Five Money-Saving Tasks That’ll Help You Cha-Ching! in the 4th Quarter

Posted by on Oct 4, 2012 in money management, Planning, Retirement, successful investing, Tax Planning, tax tips | 24 comments

I love the sound of the cash register ringing, don’t you? If you’re going to be successful in your financial life, treat it as if...

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