Blog
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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… -
When Paying a Higher Interest Rate on a Loan isn’t a Bad Thing
I’ve never been shy about on my love for spreadsheets. And during our hunt for our first home, Ben has started to jump on the Excel bandwagon. My latest spreadsheet… -
What First-Time Homebuyers Ought to Know About Getting an Offer Accepted
Well, it happened. Ben and I put an offer on our first home! It’s been a little less than a month after we started the process, and we’ve had a… -
5 takeaways from Michigan’s Same-Sex Marriage Case
Another one down! On Friday, I was happy to hear that my birth state of Michigan was the latest to recognize same-sex marriages. Federal judge Bernard A. Friedman struck down… -
Why Term Insurance is Better Than Permanent Insurance
On Wednesday, I mentioned that you can gain a meaningful benefit by buying life insurance when you’re young. I want to take a little more time and highlight why you… -
Three Reasons to Get Life Insurance While You’re Young
I had the most amazing conversation with a paralegal yesterday about life insurance. We were discussing a client’s tragic situation where he has been unemployed for four years and recently… -
Here’s a Quick Way to Accomplish Your Goals
The past few weeks have been insane for me. Tax season is in full swing. I have a tax court trial going on, with deadlines right in the middle of…