Category Archives: Uncategorized

TMTW 124 – Cliff Averted – New Tax Law Provisions Passed

Tax and Money Tip of the Week: Cliff Averted – New Tax Law Provisions Passed | January 9, 2013 | No. 124 From The Journal of Accountancy, the fiscal cliff as been averted with the passing of a new tax … Continue reading →

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TMTW #123 – The Value of a CPA – More Than Just Taxes

Tax and Money Tip of the Week: The Value of a CPA – More Than Just Taxes| January 2, 2013 | No. 123 From The Wall Street Journal, see how valuable a CPA can be. The Value of a CPA … Continue reading →

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Happy Holidays!

Tax and Money Tip of the Week: Happy Holidays! (taking a break from TMTW) | December 26, 2012 We thank all of our clients and referral sources for their business this past year. Hope everyone is having a Merry Christmas/Happy … Continue reading →

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TMTW #122 – Year-end Tax Planning

Tax and Money Tip of the Week: Year-end Tax Planning | December 19, 2012 | No. 122 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 … Continue reading →

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TMTW #121 – The Risks of Bonds Part II

Tax and Money Tip of the Week: The Risks of Bonds – Part II | December 12, 2012 | No. 121 Last week, we talked about the risk that inflation plays in the bond market. Continuing on that line, I wanted to … Continue reading →

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TMTW #120 – The Risks of Bonds – Part I

Tax and Money Tip of the Week: The Risks of Bonds – Part I | December 5, 2012 | No. 120 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 #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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