Maximizing Our Potential — Protect and Embrace It

“Don’t destroy it, protect it, embrace it”— Al Pacino in Scent of a Woman. {6 minutes to read} We are now on the final stretch of the first leg of the 2024 tax season. Before I get into tax talks, let us pause to reflect on the societal contributions made by women throughout history.  March […]

2023 Year-End Considerations — Part 2

{8 minutes to read} I hope you are looking forward to the Thanksgiving holidays ahead. Wherever you choose to enjoy your food and festivities — whether alone or with others — don’t leave gratitude off the menu.  I trust that you found the earlier article informative — that is Part 1 for Individuals. Just in case […]

2023 Year-End Considerations — Part 1

{8.5 minutes to read}  Greetings to you and yours, I hope you are staying encouraged in spite of all that’s happening around us. With the year-end to-do list to accomplish and holiday planning, it is not uncommon for us to feel stretched on all sides. In this opinionated world we live in, just about anyone can […]

There is Joy in Dependence

There is Joy in Dependence In recent weeks, the skies across the nation of America have been illuminated with fireworks, coupled with the sound of the firecrackers which adds a bit of energy to the annual July 4th celebration. ​Before you read further — as a reminder, the IRS is getting more stringent with the […]

Midyear Financial Checkpoint — Is It Time for Your Financial Check-Up?

I hope you are staying cool and hydrated during these summer days. What’s in this article? Ways to cushion the financial impact of the strikes in the Media & Entertainment industry. Items to consider for a Financial Check-up — our financial health is an integral part of our overall well-being. You may have already heard […]

As We Remember — Memorial Day 2023

{8 minutes to read} This month, the nation of America pauses for a day, Memorial Day, to remember the men and women who “traded” their lives for the welfare of our country & residents. Some died on the battlefield, while others succumbed to illness because of what they experienced on the battlefield. One lasting effect is […]

The 2023 Tax Season

{6 minutes to read}  The doors are now open to the 2023 tax season, with the IRS extending a little empathy toward certain losses. Are you an investor and a victim of a possible investment scam such as a Ponzi scheme? The IRS may allow a deduction for that. But before we get into the […]

Our Resolutions — Are They Transcendent or Temporal?

  Greetings, and Welcome to Year 2023!  Our Resolutions — Are They Transcendent or Temporal? {5 minutes to read}  I wonder how you and I would relate to each other daily — if our resolutions were transcendent, and not temporal – can you imagine that?  (Please pardon the lengthiness of this article. I’m just asking […]

The Seven-Year Essentials — Which Ones Apply to You?

Have you done your Annual Check-ups? Before the year ends, check out these Seven Essentials  — which ones apply to you and yours? Last month the curtain came down on the 2021 Tax Year filing. At times it’s in retrospect that we sometimes gain a clearer perspective on how best to incorporate life’s lessons into […]

More Government Monetary Relief — for Individuals and Companies

{6 minutes to read} The act of forgiveness is becoming more popular within certain branches of government. One of the most recent acts of forgiveness was extended by the Biden–Harris Administration, however, forgiveness may not be extended to all. In this article, you will find information related to the following: Penalty abatement for individuals and […]