With the holidays fast approaching, many people are looking for ways to combine their desire to help the causes they believe in along with their desire to save on taxes. For the charitably inclined, there are strategic ways of giving that can accomplish both goals.
Clients (and accountants) are human whether we like it or not. And as we know, humans make mistakes. Identifying and fixing financial mistakes is a large part of the effort expended by clients and accountants. An analysis of these efforts make up the crux of this article.
Be sure to review my two recent "tax planning" articles & the "2017 Tax Planning Guide" provided, when we met earlier this year. Also, please let me know if you have tax questions before 12-31-17. Have a great year-end & Holiday season! Garland
As the IRS has noted in its alerts to the public, a variety of different tax scams continue to rob people of millions of dollars and trick them into handing over sensitive personal information.
The decision of when to draw social security benefits can have a lifelong impact on one’s ability to have sufficient enough funds to afford retirement. For too many retirees, an insufficient social security nest egg is all they have.
In recent days the world has become familiar with perhaps the largest data breach event ever known to humanity. I’m referring, of course, to the Equifax data breach.
