Real Property Tax Basics
Property tax is one of our country’s oldest taxes; it was even established prior to federal income tax. As far
Category: Individual Strategies
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Forgivable Expenses
Good news on forgivable expenses! There is a lot more that is eligible for forgiveness, and not just for new
Life Insurance Policy Loan: A Tax Nightmare
Bruce Brown fell into the life insurance policy loan trap. Brown, a commercial litigation attorney, purchased a life insurance policy
Tax Free Growth with a Roth IRA
Roth IRAs are owned by 19 percent of all U.S. households. If you are younger than age 50, you can
The Smartest Way To Clear Clutter
As a Financial Advisor, your clients see you as the go-to guy (or gal) for just about everything that has
How To Get Organized, Fast
We want to tell you a story. Once upon a time, in a village far, far away there lived a
Using Short Sales/Foreclosures to REDUCE Tax
While we’ve been slaving away over piles of tax returns, the IRS has been feverishly publishing information letters. These letters
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