Author Archives: taxblogger

TMTW #144 – Making Charitable Contributions Directly from Your IRA

Tax and Money Tip of the Week: Making Charitable Contributions Directly from Your IRA July 10, 2013 | No. 144 I recently spoke with a client who wanted to know whether he could still make a contribution from his IRA directly … Continue reading

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TMTW #143 – Happy 4th of July!

Tax and Money Tip of the Week: Happy 4th of July! July 3, 2013 | No. 143 We would like to take the time to wish everyone a safe and happy 4th of July! Questions or Comments? You can add comments on … Continue reading

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TMTW #142 – New Reports Show Challenging Financial Outlook Continues for Social Security and Medicare

Tax and Money Tip of the Week: New Reports Show Challenging Financial Outlook Continues for Social Security and Medicare June 19, 2013 | No. 142 Here’s an interesting and timely article. New Reports Show Challenging Financial Outlook Continues for Social Security … Continue reading

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TMTW #141 – The Risks of Bonds – Part II

Tax and Money Tip of the Week: The Risks of Bonds – Part II June 12, 2013 | No. 141 Last week, we talked about the risk that inflation plays in the bond market. Continuing on that line, I wanted to provide … Continue reading

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TMTW #140 – The Risks of Bonds – Part I

Tax and Money Tip of the Week: The Risks of Bonds – Part I May 29, 2013 | No. 140 With recent volatility of the stock market, along with the uncertainty of the real estate market since the “crisis”, some … Continue reading

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TMTW #139 – Firm Summer Hours

Tax and Money Tip of the Week: May 29, 2013 | No. 139 New Firm Hours: Closing Fridays for Summer 2013 Starting May 31, 2013, our firm will be closed on Fridays through September 15, 2013 since we work Saturdays … Continue reading

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TMTW # 138 – Long Term Care Insurance

Tax and Money Tip of the Week: Long Term Care Insurance – “The Bottom Line” | May 22, 2013 | No. 138 A catastrophic injury or debilitating disease that requires you to enter a nursing home can destroy your best-laid financial … Continue reading

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TMTW # 137 – Amending for Tax Filing Errors

Tax and Money Tip of the Week: Amending for Tax Filing Errors | May 14, 2013 | No. 137 An interesting article from the Wall Street Journal: Amending for Tax-Filing Errors Questions or Comments? You can add comments on the blog, … Continue reading

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TMTW #136 – Insurance Coverage for Small Business

Tax and Money Tip of the Week: Insurance Coverage for Small Business April 24, 2013 | No. 136 An interesting and timely article was in the News & Observer this week: Insurance Coverage for Small Business Questions or Comments? You … Continue reading

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TMTW #135 – Thank you Clients!

Tax and Money Tip of the Week: Thank You Clients! Another Successful Tax Season | April 10, 2013 | No. 135 The Week After Tax Season   Aaah…..the week after tax season is the best week in a CPA’s life each … Continue reading

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