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  • Jul 23, 2021

Tax Benefits for Job Seekers

from irs.gov: Tax Benefits for Job Seekers IRS Summertime Tax Tip 2009-01 Many taxpayers spend time during the summer months polishing...
  • Jul 23, 2021

Tax Tips for Recently Married Taxpayers

from irs.gov: Tax Tips for Recently Married Taxpayers IRS Summertime Tax Tip 2009-04 If you have recently gotten married or plan to get...
  • Jul 23, 2021

Areas a Financial Adviser Can Add Value

Originally published 10/13/09 at FiLife.com Robert Schmansky, CFP(r) You've tossed around the thought of meeting with a financial...
  • Jul 23, 2021

How to Select a Financial Planner

Originally published 10/12/2009 at FPA's 'All Things Financial Planning Blog' You’ve reached your breaking point. You need financial help...
  • Jul 23, 2021

Five Facts about the Home Office Deduction

from irs.gov: Five Facts about the Home Office Deduction IRS Summertime Tax Tip 2009-16 With technology making it easier than ever for...
  • Jul 23, 2021

Employee vs. Independent Contractor - Ten Tips for Business Owners

from irs.gov: Employee vs. Independent Contractor – Ten Tips for Business Owners IRS Summertime Tax Tip 2009-20 If you are a small...
  • Jul 23, 2021

Ten Tips for Taxpayers Making Charitable Donations

from irs.gov: Ten Tips for Taxpayers Making Charitable Donations IRS Summertime Tax Tip 2009-21 Every year, millions of taxpayers itemize...
  • Jul 23, 2021

Eight Things to Know if You Receive an IRS Notice

from IRS.gov: Eight Things to Know If You Receive an IRS Notice IRS Summertime Tax Tip 2009-22 Every year, the IRS sends millions of...
  • Jul 23, 2021

How Long to Keep Your Tax Records

from irs.gov: Keeping Good Records Reduces Stress at Tax Time IRS Summertime Tax Tip 2009-23 Although most people won’t be filing their...
  • Jul 23, 2021

Are Computers the Advisors of the Future ?

In this Investment News piece I discuss the value of an advisor versus software. In many cases, software can deliver a detailed...
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