I Love to Save You Taxes

Tax Planning

I Love to Save You Taxes

As a Comprehensive Financial Advisor, among my services are risk management, investments, estate planning, retirement planning, cash flow management, debt analysis and tax planning. The one that energizes me the most is reducing your tax obligations through perfectly legitimate tax strategies. This joy comes from one simple fact and that is, “The Tax Laws are…

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Roth IRA’s

Stated simply, if you have cash in banks or assets in taxable brokerage or mutual fund accounts, but you do not have a Roth IRA, you are missing a tremendous opportunity. This article can end on the power of that one statement, but the advantages of the Roth IRA warrant further explanation. First, if we…

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Your Taxpayer’s Bill of Rights

The Bill of Rights assures and protects therights of every American citizen. But did you know that you have a second Bill of Rights, one that protects you as a taxpayer? What’s more, the Taxpayer’s Bill of Rights contains ten crucial items, just like the original it was modeled on. Larry Gibbs, first documented these…

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A Crash Course in Tax Carry Overs

Filing a tax return is like skydiving for the first time; it’s nerve-wracking, exhilarating and dangerous. After the parachute deploys—Whew, the ripcord worked— you’re free to enjoy the view. Similarly, after filing taxes some may lose sight of what’s to come—Hello, landing! They don’t think about the contributions they’re making throughout the year or how…

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