Especially if you have a business, it’s a good idea to every so often evaluate your exposure to various risks, and in that context, to...

Were it only possible for any of us as individuals to live and spend as if we were the federal government, it would be such a different...

One of the many startling facts of our current tax regime/system is that there are so few audits by the IRS. The basic reason is simple –...

The IRS estimates there is a whole lot of refund money out there waiting to be claimed by the appropriate people. Despite what you might...

In general, and regardless of the type of plan, distributions prior to reaching age 59 ½ (other than if you die) are subject to a 10%...

No, this has nothing to do with the potential for the US to acquire Greenland, the Panama Canal, or even St. Petersburg...

Some of you might have noticed a recent uptick in unsolicited pen pal correspondence. The unfortunate reality is that there indeed has...

I have long argued that one of the financial banes (wastes) of the middle class is the cost of cars. More pointedly, the issue of...

I was thinking of titling this article something along the lines of “It’s not your father’s wash sale”, but I figured that would be too...

Under limited circumstances, the cost of clothing, as well as the cost of cleaning it, can be a deductible business related expense. The...

There is often a hidden surprise (not in a good way) when we talk about the sale of rental or otherwise business real estate. The typical...

The IRS is an easy whipping post, an organization that most people simply don’t like – and that is because the IRS’ job is to enforce the...

Every return that needs to be filed (whether personal, business, retirement plan, etc.) has a due date; and just about every due date...

Short and sweet, if you want to know the status of your federal refund, go to the IRS’s website www.irs.gov , and then follow the links...

We are not investment advisors, we do not sell investment products, and we do not get a commission, fee or anything else from investment...

I came across an article (that’s probably exaggerating the situation – let’s just say it was a glomeration of information) – from an...

I don’t know about you, but I find certain statistical factors interesting, even at times fascinating. For instance, I find it...

While this concern is an ongoing and sort of constant one, every once in a while it makes the news and everybody pays a little more...

Probably all of you know that you are required to sign your tax return before filing. You may also know that your tax return is...

No secret here, there are widespread concerns about elder fraud. For purposes of this article, we’ll simply consider that to be any...