The $500,000 Man

There are certain times of year when you just don’t expect people to be available. Take Santa Claus, for example. The week before Christmas, he’s busy. Don’t expect him to return your calls or emails. For most of us, this is that time of year. But even the busiest tax...

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Enjoy It While You Can

Every year or so, I write an article for these Briefs and tell you up front that it’s the most important article I’ll write all year. (You may not think that bar is especially high, but at least when I say it I mean it.) Well, it’s 2017 now, and I may as well bust it...

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Putting Out Fires (S Corp Edition)

In a way, we’ve all been spoiled these last few years. Gridlock in Washington has meant little change in the tax code. Sure, we had a little action at the end of 2013, when the “fiscal cliff” threatened to upend us all in a sea of government red ink. And we’ve had new...

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Give ‘Til It Hurts

Americans are a generous lot. The National Philanthropic Trust reports that, for 2015, we gave a total of $373.25 billion to “charity,” broadly defined. That includes $268.28 billion from individuals, $57.19 billion from foundations, and $18.46 billion from...

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Groundhog Day

I never understood why we make such a big deal about a furry rodent predicting the weather. Even my 11-year-old thinks the whole thing is lame. And how can a big furry rodent in a tiny Pennsylvania town keep up with the latest research and projections on global...

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This Is NOT Tax Preparation

I had lunch on Tuesday with a longtime TaxCoach member and current All-Star in Philadelphia. (He asked me to keep his identity anonymous because it’s been a lifelong dream of his to be an anonymous source.) We had a great conversation about sticking to your guns when...

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