Archive | Taxes

Image from page 178 of "Workable plans for wide-awake churches" (1906)

Shopping for Last Minute Tax Breaks

It wouldn’t be Christmas without lights on Main Street, cookies for Santa, packages from Amazon. And what’s Christmas without year-end tax legislation? Never to disappoint, Congress passed and President Obama signed into law the Tax Increase Prevention Act (TIPA) on December 19. For the most part TIPA is nothing new, and in fact the “extenders” […]

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Making the Most of the Mileage Deduction

One of the most stressful parts of tax filings is gathering the information.   Looking for cancelled checks to prove charitable deductions or finding tax receipts and interest statements is one thing, but gathering proof of transportation or home office expenses when your record keeping has been lax can be excruciating.   Managing tax record keeping as […]

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Part 2A & B of Form ADV: Firm Brochure