Category Archives: Uncategorized

TMTW #119 – Young Seniors Be Wary of Reverse Mortgages

Tax and Money Tip of the Week: Young Seniors – Be Wary of Reverse Mortgages | November 28, 2012 | No. 119 Reverse mortgages can be tempting to people whose retirement savings and home values have dropped significantly in the last couple … Continue reading

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Happy Thanksgiving!

Tax and Money Tip of the Week Happy Thanksgiving! November 21st, 2012 | Happy Thanksgiving everyone! There will not be a Tax and Money Tip of the Week this week.  We would just like to take the time to wish … Continue reading

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TMTW #117 – What Can You Tell Me About ETFs?

Tax and Money Tip of the Week: What Can You Tell Me About ETFs? November 7, 2012 | No. 117 Exchange traded funds (ETFs) have become a very popular investment in the last few years. Here are a few things that … Continue reading

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TMTW # 116 – Hire Your Spouse

Tax and Money Tip of the Week: Want 4 Quick Tax Saving Tips – Hire Your Spouse | October 31, 2012 | No. 116 Looking for a reliable and trustworthy employee? These days, who isn’t?   That person may be closer than … Continue reading

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TMTW #115 Deduct Interest on a Home Never Built

Tax and Money Tip of the Week: Deduct Interest on Home Never Built October 24, 2012 | No. 115 In a recent court case (TC Summ OP.2001-17) the Tax Court allowed an interest deduction for a house that was never built. … Continue reading

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TMTW #114 – Good Communications is Key to Lowering Taxes

  Tax and Money Tip of the Week: Good Communication is Key to Lowering Your Taxes October 17, 2012 | No. 1134 After over 30 years in the tax business, we continue to find that solid accounting and good communication with … Continue reading

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TMTW #113 – Insurance Tip – Accident Forgiveness Rider

  Tax and Money Tip of the Week: Insurance Tip:  Accident Forgiveness Rider on Your Auto Insurance Policy October 10, 2012 | No. 113 I’d like to share a relatively new addition to some insurance companies auto policies:  The Accident Forgiveness … Continue reading

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TMTW #112 – Is an Irrevocable Life Insurance Trust Right for You?

Tax and Money Tip of the Week Is an Irrecovable Life Insurance Trust Right for You? | October 3rd, 2012 | No. 112 Most of us have some sort of life insurance, so that when we die, our loved ones will … Continue reading

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TMTW #111 – Don’t Mist the October 15th Deadline

Tax and Money Tip of the Week Don’t Miss the October 15th Deadline  | September 26th, 2012 | No. 111 If you need to file a Form 1040 (individual return), the deadline to file is October 15, 2012.  This assumes you … Continue reading

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TMTW #110 – Roth IRA Conversions: Opportunities and Deadlines

Tax and Money Tip of the Week Roth IRA Conversions: Opportunities and Deadlines | September 19th, 2012 | No. 110 Potential increase in federal income tax may make 2012 Roth conversions attractive When you convert a traditional IRA to a Roth … Continue reading

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