Audit-proof Your Life

"The past does not define you, the present does." - Jillian Michaels I hope your weekend went well--our family has been enjoying the Olympics, and, in particular, many of the stories which go with it. Now...there's stories like this, and, of course, the stories of our...

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Haitian Blues

He who loses wealth loses much; he who loses a friend loses more; but he that loses his courage loses all. - Miguel De Cervantes While the scope of the Haitian tragedy is very different, "mopping up" after a family tragedy can be just as devastating. Which is why,...

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Turns Out You Might Get Taxed, After All…

"Morale is when your hands and feet keep on working when your head says it can't be done." - Benjamin Morrell As you know, from previous notes we've exchanged, I really do try to steer clear of political disputes. My clients hail from all sides of the political...

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There ARE Some Shady Tax Pros Out There

"A lot of people like to do certain things, but they're not that good at it. Keep going through the things that you like to do, until you find something that you actually seem to be extremely good at. It can be anything." - George Lucas This subject came up in a note...

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Summer Time is Tax Cutting Time!

No life ever grows great until it is focused, dedicated, disciplined. - Harry Emerson Fosdick It's pretty crazy that we're already nearing the end of July! Is it just me, or is time really flying by? More than halfway through 2009... Well, I often try to avoid...

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All This Debt Can Get You Down…What To Do?

"For beautiful eyes, look for the good in others; for beautiful lips, speak only words of kindness; and for poise, walk with the knowledge that you are never alone." - Audrey Hepburn Well there's potentially depressing news all over the place these days. The loss of...

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We All Get Taxed!

"If you want a happy ending, that depends, of course, on where you stop your story." - Orson Welles I hope your Father's Day was special...that you took the time to thank (or remember) your father, wherever he may be. On to the subject of my note: You know, I deal...

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Here’s How Not to Worry About $

"There are people who make things happen, there are people who watch things happen, and there are people who wonder what happened. To be successful, you need to be a person who makes things happen." - Jim Lovell So there's been a bit of a flurry recently in the tax...

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Watch Out For These Online Pitfalls

"Worry a little bit every day and in a lifetime you will lose a couple of years. If something is wrong, fix it if you can. You can train yourself not to worry. Worry never fixes anything." - Mary Hemingway An amusing story came out just recently...apparently, there's...

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May Flowers Are Blooming!

"An inexhaustible good nature is one of the most precious gifts of heaven, spreading itself like oil over the troubled sea of thought, and keeping the mind smooth and equable in the roughest weather." - Washington Irving The dust is truly beginning to settle around...

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The Truth About Credit Cards

You can use the fanciest computers to gather the numbers, but in the end you have to set a timetable and act. - Lee Iacocca How was your Memorial Day Weekend? Mine was pleasant...and, of course, sobering. With all of the news flying around this week (North Korea,...

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‘Loopholes’ Are My Job

"The measure of a man's real character is what he would do if he knew he would never be found out." - Thomas B. Macaulay We start this week with a big announcement from President Obama about how he is seeking to close "tax loopholes". (Full article here:...

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