Tax Planning Advice

Tax Planning Advice

Hey everyone Chad here. It's a well-known fact that tax season and tax appointments are some people's worst time of the year.  But, not for me in my mind it's the most wonderful time of the year.  I love it.   A couple years ago I met with a client for the first...

ROTH Conversions

ROTH Conversions

All right couple things real quick:   One—I suck at editing videos, so we’re just gonna roll with this and if I mess up, I mess up.   Two—I need a haircut and I apologize.  I know I look pretty shaggy right now.   All right three—one of the big things...

Extension Over; October 15th Due Date

Extension Over; October 15th Due Date

This year’s tax season has been a lot like that movie ‘The Never-Ending Story’. It goes on forever, I have no idea what is going on, and halfway through I want it to end. We will most assuredly be talking about this year and using it as a benchmark for miserable for...

Health Savings Accounts

Health Savings Accounts

Within the ever-changing, never-improving world of health insurance, there is hidden a little gem called a Health Savings Account or HSA.  There are several requirements to be able to utilize an HSA that we will touch on in a bit, but the first is that you must be...

Healthy Finances

Healthy Finances

A few weeks back I was asked to give a talk to a group of people in regards to healthy finances.  In preparation for that talk I did some research and found some rather disconcerting facts.  According to an article I found on Inc.com, our country has some pretty...

Saving You Time and Money

Saving You Time and Money

After 12.5 years in the business, I have found that a self-employed person's two biggest fears seem to be wasting time and losing money.  This takes form in many different ways, whether it be a father missing a kid's softball game or a stiff penalty for missing a...

2018 Child/Dependent Tax Credit

2018 Child/Dependent Tax Credit

Those of you who know me, know I have four kids.  Those four kids bring my wife and I much joy, constant comedy, some drama and most importantly, the Child Tax Credit.  When I heard that Congress was talking of changing this bill I worried that they would find a way...

There is Still Time!

There is Still Time!

Tax season is upon us. The wonderful time of year where I start running around in a sleep-deprived, frantic hysteria singing ‘It’s the most wonderful time of the year!’ Focusing on preparing client’s w2's, 1099’s and beginning to prepare tax returns. The time flies by...