Category Archives: Tax and Money Tip of the Week

TMTW #164 – Estate Planning

Posted on December 4, 2013 by taxblogger

Tax and Money Tip of the Week: Estate Planning December 4, 2013 | No. 164 Key Estate Planning Documents You Need This is a general, informational piece only and not intended to provide legal advice. Each individual should seek legal … Continue reading →

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Happy Thanksgiving!

Posted on November 27, 2013 by taxblogger

Tax and Money Tip of the Week: Happy Thanksgiving November 27, 2013 There will not be a Tax and Money Tip of the Week this week.  We would just like to take the time to wish everyone a safe and … Continue reading →

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TMTW #163 – Year End Tax Planning

Posted on November 20, 2013 by taxblogger

Tax and Money Tip of the Week: Year-End Tax Planning November 20, 2013 | No. 163 This is the time of year in our CPA practice that I work with small business owners and individuals to perform tax checkups to help them … Continue reading →

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TMTW #162 – What Records to Keep

Posted on November 13, 2013 by taxblogger

Tax and Money Tip of the Week: What Records Should I Keep November 13, 2013 | No. 162 This week we will discuss a question that I get in my CPA practice a lot: How long should I keep certain records? … Continue reading →

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TMTW #161 – Good Communication is Key to Lowering Your Tax Bill

Posted on November 6, 2013 by taxblogger

Tax and Money Tip of the Week: Good Communication is Key to Lowering Your Tax Bill November 6, 2013 | No. 161 After over 30 years in the tax business, I continue to find that good communication with the CPA is … Continue reading →

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TMTW #159 – When to Claim Social Security Benefits

Posted on October 31, 2013 by taxblogger

Tax and Money Tip of the Week: When to Claim Social Security Benefits | October 23, 2013 | No. 159 Here is an article by Jane Bryant Quinn from the AARP Bulletin – When to Claim Social Security Benefits Questions or Comments? … Continue reading →

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TMTW #160 – Social Security Boot Camp

Posted on October 30, 2013 by taxblogger

Tax and Money Tip of the Week: Social Security Boot Camp October 30, 2013 | No. 160 Here is an article by Mary Beth Franklin from the InvestmentNews – Ten-shun! Welcome to Social Security Boot Camp Questions or Comments? You can … Continue reading →

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TMTW #158 – Making the Most of Your IRA

Posted on October 16, 2013 by taxblogger

Tax and Money Tip of the Week: Making the Most of Your IRA October 16, 2013 | No. 158 Here is an article from Investor’s Business Daily – Making the Most of Your IRA Questions or Comments? You can add comments … Continue reading →

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TMTW #157 – New Options and Taxes in Health Law

Posted on October 9, 2013 by taxblogger

Tax and Money Tip of the Week: New Options and Taxes in Health Law | October 9, 2013 | No. 157 Here is an article from Investment News –  Prepare for Options and Taxes in Health Law Questions or Comments? You can … Continue reading →

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TMTW #156 – Social Security in 1st Year of Retirement

Posted on October 2, 2013 by taxblogger

Tax and Money Tip of the Week: Social Security in the First Year of Retirement | October 2, 2013 | No. 156 Here is an article from Investment News –  The trick of Social Security in the first year of retirement Questions … Continue reading →

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