Weekly Update–January 26th 2024 ❄️☃️🛑👓👂🏿✏️🔂Digital Assets Reporting Requirements 🪙

I have been enjoying my mornings lately, starting with a long walk on the beach with my husband; nice to share the beautiful scenery even in this bitter cold weather, but… he caught the cold/flu that has been going around and was grounded. I went out on my own Saturday morning, it was beautiful, but the frozen snow made it really slippery.  Can I blame him for my slip and…  Read more

Weekly Update – September 1st 2023: Proper Planning/Documentation For Tax Minimization

It’s labor day weekend and I can imagine that many families are planning a long weekend as the kids will be heading back to school next week.   We often talk about planning, tax planning, vacation planning, retirement planning, etc.  I never reccomend doing something “just for tax purposes” but with proper planning you just might take a partial business deduction for a portion of your trip expenses.  Summer travel  plans can…  Read more

Weekly Update – January 6th 2023 Welcome to a New Year

“WELCOME TO 2023” and yet another opportunity to start fresh with a New Year’s resolution, or not. I was curious, and googled “what is the average time a new year’s resolution lasts”, no fear, all will be revealed.  I didn’t really want to make a resolution even though I have been thinking about this and planning my reveal for weeks. Nothing easy like exercise at least 5-6 times a week or so…  Read more

Weekly Update – December 9th, 2022

It’s December 9th, not a scary date to most of us, nor does it sound like time is running out, but it is.  There is still time for tax planning, and please don’t groan but this excites me. Yes I’m a bit nerdy, but I do love this time of year. This is a great time for our year-end client meetings which may culminate with a plan enabling our client…  Read more

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