Our Twelve Days of Christmas

Every year, PNC Bank publishes their “Christmas Wealth Index” to track the cost of the Twelve Days of Christmas. For 2015, it’s a hefty $155,407.18. (And you thought your holiday spending was out of control!) The index may not be completely accurate...

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This Letter Sold a $3,800 Tax Plan

A couple of weeks ago, a longtime TaxCoach member and friend came to me with a challenge. He’s a financial advisor in northern New Jersey who realizes that tax planning is the fastest way to a new client’s heart, so he opened up a tax practice and became an enrolled...

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Here’s How to “Do It”

December 15, 2015 is a big day. Yes, at that point there are just 9 more shopping days until Christmas. And yes, more important, there are just 16 more tax-planning days until December 31. But December 15 also marks the hundredth birthday of a skinny kid from Hoboken...

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