Opps- Missed the Tax Filing Deadline?
Monday, April 21
The Internal Revenue Service (IRS) says: File promptly to minimize interest and penalties. What we say: Whatever your reason or excuse for not filling or paying—GET IT FILED AND PAID. Interest and penalties are accumulating rapidly! Plus, the IRS just noticed you… Pay what you can. The IRS has lo...
Why Don't More Real Estate Investors Have Estate Plans?
Tuesday, April 15
"You don't choose your family. They are God's gift to you, as you are to them." -Desmond Tutu 4-minute read Estate Plans are a topic I bring up every year around tax time. You're thinking about money and taking inventory to prepare your taxes…stay focused on this important consideration. It's a s...
Being Alert to Possible Fraud
Monday, April 07
2-minutes to read 2-hours to implement Important dates: 1) Tuesday, April 15th, is the deadline to contribute to IRAs to have them count on this year's (2024) taxes. 2) It is also the deadline to claim the $1BN+ in unclaimed refunds for returns dating back to 2021. And one last thing: YOUR 2024...
Don’t Let Life Pass You By…
Monday, March 31
"I am the master of my fate, I am the captain of my soul." -William Ernest Henley 5-minute read Procrastination is a scourge that can have serious repercussions on your life. In fact, a 2008 study found that 40% of people have experienced some financial loss due to procrastination. This could be ...
Protect Your Profits: Common IRS Audit Triggers for REIs
Monday, March 24
Reading time: Just 2-minutes. A few weeks ago, when the IRS (Internal Revenue Service) fired 7,000 workers, we head-hunted one of the auditors we were dealing with on behalf of a client. With her extensive experience as an 'ex-IRS Auditor,' Holly brings a unique and insightful perspective into wh...
The First Step in Building Wealth
Monday, March 17
"Patience is bitter, but its fruit is sweet." -Aristotle 5-minute read >Consumer Debt>Better Decisions>The Power To Invest>The Marshmallow Test and the value of delayed gratification This week, I'm putting on my "financial coach" hat to encourage you to approach your finances in a ne...