Articles
Be Careful When You Decide to Amend Your Taxes
Be Careful When You Decide to Amend Your Taxes Nobody’s perfect. Even the most careful people make mistakes from time to time. Some mistake hurt much worse than others. Of course, when you’re doing your taxes, mistakes can really be magnified. In fact, they can cost you a lot of money if they’re really big…
Read MoreWhy Are These Wealthy Taxpayers Angry About Taxes?
Why Are These Wealthy Taxpayers Angry About Taxes? By Alan Olsen In most cases, when you hear about someone being angry about taxes, you automatically assume they think they’re paying too much. Nearly all taxpayers think they pay too much, no matter their income level. But for the most part, wealthy taxpayers tend to be…
Read MoreLast-Minute Tax Tips for High Net Worth Taxpayers
Last-Minute Tax Tips for High Net Worth Taxpayers If you’re one of those taxpayers that like to wait till April to file his or her taxes, then there are still some new things you should know about before you file. That’s especially true if you’re a high net worth individual or an investor. By now,…
Read MoreWhat Should You Do if You Can’t Pay Your Tax Bill on Time?
What Should You Do if You Can’t Pay Your Tax Bill on Time? The 2019 tax season is in full swing and it’s already come with several changes and surprises. One of the biggest surprises is the number of taxpayers that are either getting a much smaller refund, or not getting a refund period. However,…
Read MoreCould This Year’s Tax Refund Be Bigger Than Last Year’s?
Could This Year’s Tax Refund Be Bigger Than Last Year’s? If you’ve heard anything about the 2019 tax season, it’s probably that refund amounts are way down. That storyline has made a lot of news. And opponents of the Tax Cut and Jobs Act (TCJA) have definitely used it as “proof” that the changes were…
Read MoreCould These Tax Deductions Save You Big?
Could These Tax Deductions Save You Big? It’s tax time. Of course, you know that already, unless you’ve been hiding under a rock for the last several weeks. Tax time means refund time, right? Not for everyone, but in most cases, yes. But so far this year, refunds are down and many taxpayers have been…
Read MoreTop Ways to Cut Taxes in Retirement
Top Ways to Cut Taxes in Retirement When you think of retirement you tend to think of pleasant things. Perhaps you dream about living out your days on a sunny beach or sailing around the world in your luxurious yacht. Maybe you plan to travel the world or maybe you just want to relax and…
Read MoreAsking for Help Is Not a Sign of Weak Leadership
Can leaders be strong and humble at the same time? Is it possible for a leader to command respect if he or she has to ask for help? For many years, asking for help was considered a sign of weakness. Leaders were expected to know everything and be capable of doing anything. If a leader…
Read MoreLatest Trends in East and West Coast Family Offices
Latest Trends in East and West Coast Family Offices Key Takeaways from this Video • Luxury Investments such as cars and gems can be positioned in such a way that family offices are not required to pay sales tax upon purchasing the item. (2:01) • A lot of the wealth creation in for family offices…
Read MoreWhat to Do About Those Missing W2’s
What to Do About Those Missing W2’s If you still haven’t started your taxes this year, then what are you waiting for? There are numerous reasons to file your taxes early, including: Getting your refund sooner If you owe money, having more time to pay it off before the deadline Preventing scammers from stealing your…
Read More