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Category Archives: Taxes
Goldilocks and the Three Tax Preparers
Tweet Once upon a time there was a small business owner named Goldilocks. She owned a business in the woods. As a small business owner, she was subject to self employment tax and was required to make estimated payments. One day an ill-informed tax preparer knocked on her door. The taxman told Goldilocks that she need not be concerned about making her … Continue reading
Posted in Taxes
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Why Tax Planning is Important
Tweet Tax planning is an integral piece of a proper financial plan. The fact is many people do not concentrate on tax planning. I have seen this truth in my practice through new clients who often tell me, “My tax guy never talked to me about how to lower my tax bill through tax planning.” Most folks handle their taxes in a reactive … Continue reading
Posted in Financial Planning, Taxes
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