Year-End Tax Strategies for Individuals

   Add a side or small business. Some personal expenses can be converted to business deductions.  This often reduces taxable income in the first phase of business growth. Most important is to actually start your business. If you don’t have an actual business,...

WHEN MORTGAGE DEBT ANALYSIS SEEMS WRONG

Once or twice a year, a tax client comes to me exasperated because their mortgage broker is not including all of their income in their debt analysis. The most recent situation was one where the broker didn’t understand that a shareholder of an S Corp will...