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What I Learned From the Tax Season

Part 1 of 2 I have a tax practice as well as being a financial planner. So I get to see how the financial results fit into the tax results. From the many things that I could choose to discuss, I have...

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What to do About That Form 1099-MISC Income – Follow-up

In September 2010, I wrote a blog on the above subject that dealt with receiving a Form 1099 for work you did for an employer and the tax implications related to this versus what would be the case if...

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I Have a Few Years of Tax Returns to File

Introduction Most financial planners work with clients who are looking to build wealth by saving money, investing properly, and looking to have a normal retirement. I have those clients also and it is...

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