Three Ways to Get the Most Out of Your Taxable Account
As you read on Wednesday, it’s critical to pay attention to how and what you invest in a taxable account. Your goal should be to keep as much money in…
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What You Need to Know About Investing in a Taxable Account
Hey all! Sorry I’ve been away for a little bit. Ben and I were in Germany celebrating my brother’s wedding! I thought I would have been able to get a… -
Reader Question: What do I do if I can’t benefit from a Traditional or Roth IRA?
I love getting reader questions. And I had a fantastic one over the weekend: “If one’s AGI is above the threshold for contribution to Roth IRA and for deduction of… -
Are You in the End Of Life Planning Majority?
Happy Monday! I hope you all had a nice weekend. Part of Ben’s and my Sunday routine involves sleeping in, having a nice breakfast, and watching CBS Sunday Morning. This… -
Exciting Marriage Equality News Out of Texas!
We witnessed another interesting twist in the push for marriage equality this week: this time, through a divorce proceeding. (Equal is equal right?) A lesbian couple, legally married in D.C.… -
My 100th post!
I love a good milestone. So I’m excited today to celebrate my 100th blog post! When I started the blog, I wanted to create a medium where I could discuss… -
The Secret Behind Budgeting Successfully
Happy Monday! I hope you all had a great weekend. I had an amazing time in NYC, taking in the sites and decompressing from the stressful tax season. I’ve also… -
Five Things I’m Thankful for This Tax Day
Happy Tax Day! After three weeks of working without a day off and dissecting hundreds of returns, the end – at least for the moment – is finally here! Yes,… -
Three Scenarios That Keep My Work Interesting
I know the past few posts have been pretty tax heavy, but I can’t think of much else when I spend most of my day reviewing return after return. Despite… -
Why Married Couples Are Wealthier
As anticipated, I spent most of the weekend preparing and reviewing tax returns. When I’m stuck in the office during this time of the year, I’m reminded how lucky I… -
When All Else Fails, File This Form on April 15th
It’s been a crazy couple of days at work. And it’s only going to get worse before it gets better. Our tax preparation team, which I manage, received a mountain… -
Three Tax Deductions That Make Life Easier for Schedule C Filers
I run into a lot of Schedule C filers in my practice. They have the hardest time calculating and justifying their returns. Part of the problem stems from the fact… -
What You Need to Know For the April 15th Tax Deadline
We are in the home stretch! For those of you that still haven’t filed your income tax return, you have a little more than two weeks until the initial filing…