We are now fully engaged in our tax “off season” here in Louisville. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We’re diving into the new tax legislation, and attending classes (online and in person) to get clarity, even as the IRS releases various new guidances… Learn More
It feels VERY good to turn the page on 2017, doesn’t it? There were so many hard things that we faced as a nation that the opportunity to start fresh feels particularly bright this week. Obviously, and as I’ve already written about in some detail, we have a brand new tax regime under which we are NOW operating. The year-end… Learn More
Just to give you a little snapshot of why it’s taking so long to get tax reform done (and I know — you’re surely waiting with bated breath), consider this: under certain circumstances with the proposed reform, some people would face a marginal tax rate of over 100%. The WSJ did the analysis over the weekend, and it is correct… Learn More
As the self-proclaimed Opportunity Junkie, I should have experience in many of the opportunities out there for individuals to become involved with. True, I have participated in many but made money in none so far. Bear with me on this site…I promise that it will become a treasure trove of information as to what not to do, which is just… Learn More
As I write this (December 4, 2017), the Senate has passed their version of the tax reform bill, and now we wait for the final version of the bill. The process isn’t yet finished (it needs to go through the “reconciliation” process, and the President needs to sign it), but we have some basic ideas about what’s to come for… Learn More