In the movie Willy Wonka and the Chocolate Factory, one of the Golden Ticket winners touring the Chocolate Factory was Veruca Salt, heiress to the Salt nut fortune and a real brat. When Veruca doesn’t get what she wants immediately, she acts out until she finally...
Giving away your tax liability doesn’t feel good, it feels great! Personally, I serve on several charitable boards for organizations that do phenomenal things in our community. I have found that being a CPA, or a “walking calculator,” is a skill that boards of...
You hate paying taxes, but you like helping people, and you have the means to do so. What to do? Consider my conversation with the Pessimistic Pat. Me: “Pat, I have a win-win for you.” Pat: “Go on.” Me: “You have that piece of land that only produces a property tax...
One of my favorite old phrases, “Carpe Diem” re-surfaced again and boy was I delighted. The Latin phrase, which translates to “Seize the Day” has always inspired me to set new goals and strive to do something meaningful. It’s easy to fall into a routine and not...
Congratulations! You just sold your rental home and you’re ready to move on to the next chapter. You found the perfect beach view condo in Maui for $350,000 that you should just be able to afford with the cash from your house. Hopefully. Do you know what you’ll have...
When I say the tax tail wags the dog, I’m referring to making decisions solely based on tax implications even when the decision flies in the face of good overall sense. I have been asked many times to give my opinion on the decision of whether it makes sense to pay...
