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Proactive Tax Planning – Are You Sitting Down? 26 Aug 2013 | 11:08 pm

Let’s start by saying that no one likes getting audited. But the average income tax audit isn’t the end of the world. For tax year 2012, the IRS audited just 1,481,966 returns out of over 143 million ...

Weekly Market Update – August 26, 2013 26 Aug 2013 | 10:58 pm

WEEKLY QUOTE “The best revenge is massive success.” - Frank Sinatra WEEKLY TIP Take a tip from the millionaire next door: buy a terrific low-maintenance car and drive it for several years or more....

Proactive Tax Planning – Sentencing Reform 19 Aug 2013 | 11:08 pm

Back in 2007, a Los Angeles judge sentenced actress Lindsay Lohan to one day in jail for misdemeanor drunk driving and cocaine charges. California’s prisons are notoriously crowded, so Lohan walked ou...

Weekly Market Update – August 19, 2013 19 Aug 2013 | 10:58 pm

WEEKLY QUOTE “If you are not criticized, you may not be doing much.” - Donald Rumsfeld WEEKLY TIP Sometimes a sector or industry is touted as the “wave of the future” or the next hot trend. Beware...

Weekly Market Update – August 12, 2013 12 Aug 2013 | 10:06 pm

WEEKLY QUOTE “When the only tool you have is a hammer, you tend to see every problem as a nail.” - Abraham Maslow WEEKLY TIP If much of your net worth is tied to the value of your home and you are...

Proactive Tax Planning – Can You Keep A Secret? 9 Aug 2013 | 10:01 pm

Benjamin Franklin famously said that “three may keep a secret, if two of them are dead.” And that was before the National Security Agency and other government agencies could track your phone calls, br...

Proactive Tax Planning – Putting for Dough 5 Aug 2013 | 11:11 pm

August is almost here, and golf season is in full swing. Duffers are filling the air with curses as colorful as their outfits. Tiger Woods is taking a break from romancing pancake-house waitresses to ...

Weekly Market Update – August 5, 2013 5 Aug 2013 | 11:08 pm

WEEKLY QUOTE “Europe was created by history. America was created by philosophy.” - Margaret Thatcher WEEKLY TIP Create a plan for the distribution of your retirement savings. You will use up a sig...

Weekly Economic Update – July 29, 2013 30 Jul 2013 | 01:50 am

WEEKLY QUOTE “Do first things first and second things not at all.” - Peter Drucker WEEKLY TIP The recently divorced and those planning to divorce should review their insurance coverage in light of...

Proactive Tax Planning – What’s Not To “Like”? 24 Jul 2013 | 10:30 pm

Let’s imagine, just for a minute, that you decided on a new line of work: ripping off the IRS. How do you think you would launch your new business? Maybe you’d open a secret bank account in one of tho...

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