3 Tax-Saving Tips Before Completing Your Tax Return

Use these tips to Save!!   We commonly hear things like “2018 is over now.  There’s nothing more I can do.”  NOT TRUE!  Even though the year has ended, there...


How Do I Sell My Company?

How Do I Sell My Company?   As a business owner, the thought of selling your company can be a scary one.  You’ve spent countless hours building something, and it...


10 Tips to Start 2019 Off Right

There is power in setting goals.  The problem, however, is when the steps to accomplish those goals aren't clear.  There is also power in having a specific trigger...


Still Waters Run Deep

Some of the wisest people I have ever met are also the quietest.  There is a sense of calm that comes along with wisdom.  This same thing is...


Tax Tips for Divorcees

In an ever-changing tax environment, one question commonly overlooked during the course of getting a divorce is, "Who gets to claim Head of Household status?"  This is a...


2018 Tax-Saving Tips

Dave was recenty quoted in an article on CNBC regarding some tax savings ideas for 2018.   The new standard deduction has roughly doubled, taking it from $12,000 to $24,000...


Retirement Planning in the New Tax Environment

[video1] As part of a series of videos, Dave was recently featured in a video by the Journal of Accountancy regarding the new tax laws and how they affect...


Dave's Interview With CNBC

Dave was recently published in an article in CNBC regarding money market funds.  In 2008, money markets fell from $1 to 97 cents - this is referred to...


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