How to Be an Overnight Success

Ten years ago this week — May 26, to be precise — Keith and I threw the switch on a brand-new website offering a new kind of tax-planning software: “plain-English planning, with the savings your clients really want.” When we started, we were TaxCoach...

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Swimming with Sharks

I spent the first two days of this week in gloomy Southern California for the 2015 Certified Tax Coach Tax Planning Summit and Reunion. It was a genuine high point of the year, being surrounded by 70 or so enthusiastic TaxCoach members and Certified Tax Coaches....

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Who’s Your Supervillain?

My daughter Margaret is a huge fan of the Marvel Comics superheroes, so last weekend I took her and her brother Oliver to see the latest Marvel Movie, “Avengers: Age of Ultron.” If you’re a comic book fan, you know the drill: a bunch of superheroes...

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Jenny, I’ve Got Your Numbers!

Keith and I launched TaxCoach almost exactly 10 year ago — on May 26, 2005, to be precise. We’ve always prided ourselves on bringing you a different kind of tax planning program, focusing on plain-English concepts and strategies rather than spreadsheets and...

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