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Trump tax reform in a nutshell

The big picture goal is to stimulate economic growth from 2% to 3%. The overall long term impact and new debt left to our...

Everybody loves a tax cut

Americans have been clear and consistent in their opinions that corporations and wealthy people do not pay their fair share of the tax burden....

Health insurance help for illegal immigrants

My free online advisory service launched in the 1990s provides bits of financial advice to people; mostly on issues related to small business operation. The...
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Nonprofit tax returns due May 15

If your nonprofit organization has not yet filed its 2016 tax return then I would like to speak with you this week. The filing...

Estimating the cost of COBRA coverage

Yesterday I took a telephone call from a woman who planned to leave her job soon to start a business. She needs to estimate...

Charging bull and defiant girl at the bayshore

This sculpture exhibit and the associated story in Wall Street Journal this week perfectly symbolize for me where we stand today in the evolution...

Sample Tax Services Agreement

Each year I’ve modified my tax services engagement agreement as circumstances and technologies change. This is the current version of the individual tax service engagement...
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Income earned in multiple states creates tax filing difficulties

Income earned in multiple states can pose a serious problem at tax filing time. I borrowed this example from a tax professionals online post:...

The basics of Medicaid planning

This blog post simply lists key issues in bullet format and is not intended as a complete discussion of any issue. A more thorough consideration is...
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It’s not too late for professional tax filing services!

It is still possible to get fast and efficient late season tax services with the full professional attention that your important tax and financial...