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Tax Concerns

Tax Preparers Can Be Loan Sharks

Be aware of potential loan sharks out there during the first few months of the year. Most people think of the Mafia, Mob or Gangsters when they hear the term loan sharks. Today we have corporate loan sharks who are operating within the law and charging consumers 7%, 10%, 70%, 700% on loans. ... more

Managing Tax Deductions and Credits

5 Smart Ways To Spend Your Tax Refund

Not sure how to wisely spend your tax refund. Find out the best 5 Smart Ways To Spend Your Tax Refund and set yourself up for future financial success. ... more

Tax Strategy and Planning Tips

Getting Ready to File Your Taxes? Don't Miss This Checklist

Tax season is upon us again. April 15th may be the official deadline to file, but it's now time to start gathering everything you'll need so you aren't scrambling in the eleventh hour.   Whether you're planning on doing your taxes yourself or turning your paperwork over to a CPA, there are... more

Tax Planning Basics

The AMT Horror

The Alternative Minimum Tax (AMT) was originally designed to prevent extremely wealthy individuals from skirting their income taxes. Unfortunately, the AMT has grown into a tax trap that haunts millions of Americans each year. But with some understanding and foresight, it is possible to make... more

Estate Taxes Planning

The Surprise Personal Estate Tax Trigger of Group Life Insurance

You have carefully planned your Will provisions for distribution of your estate at your death, thought about and designated your primary and contingent beneficiaries on the 401(k)'s, IRA's, and managed to build a comfortable investment portfolio. You aren't what you would consider ?really rich?,... more

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