Category Archives: What’s New?

Business (WW2016_4)

Why should you use me as your one-stop professional? With business and law degrees plus IRS  and private practice experience, I maybe the only professional you need. Let me demonstrate. Penny saved pound foolish. I will admit that sometimes I will … Continue reading

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Individuals (WW2016_4)

As your tax mentor, I can teach you how to get the most tax benefits for items on your tax return. Schedule A, Itemized Deductions, allow you to deduct a number of essentially personal expenses. Schedule A includes miscellaneous deductions … Continue reading

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Real estate, investment (WW2016_4)

teryTrader or investor? If you tend to buy and sell a number of stocks continuously and hold them briefly you are probably a “trader” or “dealer” instead of an investor.  Unlike investors, a trader doesn’t qualify for the long-term capital … Continue reading

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WW Real estate, investments 2016_1

There are two deductions that taxpayers often overlook with regard to their investments: net investment interest and investment advisor fees. Both are usually found buried in the “Tax Documents” you receive covering your investments. Investment interest. Margin interest.is usually considered … Continue reading

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WW Individuals 2016_1

Many important tax planning moves require action — NOW! For example, sales tax deductions, charitable deductions and employee deductions require payments, gifts and recordkeeping all year. You need to know what you are doing now. Sales tax. The IRS gives you … Continue reading

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WW Business 2016_1

Here are a few more reasons that I may be the only tax and legal professional you’ll need? See my Credentials. A recent client starting a business discovered that my diverse background lets me answer a lot of questions! I … Continue reading

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Estates (WW2016_4)

Do you have a will, trust or power of attorney? Are you completely confident that these documents will serve your family well? Are you sure that your attorney is expert in income, estate and gift taxes as well as state … Continue reading

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WW 2015_12 Individual taxes

Your Form 1040 is your final chance to avoid taxes on your income. It’s the tire that touches the road. So you better use an experienced tax preparer. Many important tax planning moves require action in the next few days … Continue reading

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WW 2015_12 Real estate, Investments

Be vigilant! As we approach the end of the year, it definitely pays to be “present” in regards to your investments. For real estate lovers, there’s an effective college tax shelter that yields more deductions and provides a free residence … Continue reading

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WealthWISe 2015_9 real estate

 I can show you how to pay half as much tax on dividends and gains from selling investments? Furthermore, your tax savings will increase as your tax bracket rises. T he secret lies in making sure you have qualifed dividends and long term … Continue reading

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