‘Do it now’ tax moves

Ignorance is never better than knowledge. -Enrico Fermi In all of my years paying attention to the tax code, I don’t quite remember a time like this–with so much up in the air, and the political climate looking like it could shift significantly. It’s as if we’re all in a period of “stasis” until November 3rd–when we’ll see where lawmaking … Read More

adminBass‘Do it now’ tax moves

13 surprising facts about me

“The greatest pleasure in life is doing what people say you cannot do.” – Walter Bagehot I don’t normally start out like this–truly, I try to avoid boring you to death with too much “taxy” stuff, unless it’s pertinent and actionable for you (it is, after all, our job to keep your tax burden down!). So… a few tax-related things, … Read More

adminBass13 surprising facts about me

Congress didn’t help you (tax armageddon coming)

If someone is going down the wrong road, he doesn’t need motivation to speed him up. What he needs is education to turn him around. – Jim Rohn Well, I was holding out hope for ALL of us (my clients, myself, and, even, Congress) that we would see some action on Capitol Hill about all of the tax hikes, changes, … Read More

adminBassCongress didn’t help you (tax armageddon coming)

The coming tax ‘Armageddon’ for you

Twenty years from now you will be more disappointed by the things you didn’t do than by the ones you did do. So throw off the bowlines. Sail away from the safe harbour. Catch the trade winds in your sails. Explore. Dream. Discover. – Mark Twain Can you believe it’s almost October? Really, though–2010 is almost finished. And while this … Read More

adminBassThe coming tax ‘Armageddon’ for you

The quiet millionaire

Our greatest battles are with our own minds. – Jameson Frank If there’s one thing that this downturn has shown me, it’s that certain truths really are eternal. (By the way–I hope you had a fantastic weekend. As I sit down and write this, I’m staring at mounds of client paperwork and a lot of tax “season” preparation for my … Read More

adminBassThe quiet millionaire

Planning to enjoy the fruit of your labors

“Respect your efforts, respect yourself. Self-respect leads to self-discipline. When you have both firmly under your belt, that’s real power.” – Clint Eastwood How was your long weekend? Hey–whatever your opinion about labor unions, I think we all appreciate an extra “day off” now and then (though, as with many business owners, my “day off” wasn’t exactly just burgers and … Read More

adminBassPlanning to enjoy the fruit of your labors

Make these moves now

The world of achievement has always belonged to the optimist. – Harold Wilkins Some weeks are harder than others. That’s why I make it a point every week to sit down and write to you–to lift your eyes, to remind you of what’s possible…and, in the doing, it does wonders for *my* state of mind. Yes, even I can fall prey … Read More

adminBassMake these moves now

How to thrive now

It is hard to fail, but it is worse never to have tried to succeed. -Theodore Roosevelt It really is the “dog days” of summer these days–temperatures pretty sweltering all over the place! We have clients spread around the country, so we keep getting reports of intense heat all over. Well, this economy is pretty “hot” too. Unfortunately, though, not … Read More

adminBassHow to thrive now

Loving your special children well

Keep steadily before you the fact that all true success depends at last upon yourself. -Theodore T. Hunger First off, I thought I’d point you to a recent USA Today article which does a good job of explaining the current estate tax mess–as well as the dangers for families with even just $1million in assets: http://www.usatoday.com/money/perfi/taxes/2010-07-21-estatetax21_CV_N.htm The article has already … Read More

adminBassLoving your special children well

Shoring up your credit

Success is the sum of small efforts, repeated day in and day out. -Robert Collier New rules went into effect this week, simple as a pen stroke. Most probably were not even aware. What it means simply is that there will be additional government oversight to oversee existing oversight. Confused? Here are the main changes that could affect you and … Read More

adminBassShoring up your credit