There's more to retirement than .. retirement

While maintaining my knowledge of tax laws and various business concepts, I've been dipping into financial planning somewhat consistently. While I've learned a lot about financial planning and its tangential fields of expertise, I've noticed that… more »

Tax Credits and Amendments

Andrea is a 26 year old female that was unemployed for all of 2013 and decided to go back to school to complete her criminal justice degree in the fall. She registered in August, received a $1,000 scholarship, a $2,750 Pell grant, a $2,000 student loan.. more »

Rose City Disc Club: Irony in History

A few weeks ago I was playing disc golf at Lindsey when someone mentioned the early history of disc golf in Tyler and how I was a part of it. The discussion went on until it mentioned my involvement in the foundation of RCDC. It's true that I was one of… more »

Rose City Disc Club: Irony in History

A few weeks ago I was playing disc golf at Lindsey when someone mentioned the early history of disc golf in Tyler and how I was a part of it. The discussion went on until it mentioned my involvement in the foundation of RCDC. It's true that I was one of… more »

A Bit of Tax Advice

I have been preparing tax returns for aVITA site for the past three years. In the course of my work there I continue to be amazed at how much tax firms attempt to charge for tax preparation. Taxpayers either can't afford their fees or have resolved from… more »

Destroying the social network

When advisors talk about business promotion the one thing that I hear the most often is "embrace the social network" and strategically use it to make yourself known. I predict that in the not too distant future the benefits of social networking… more »

Reporting 1099-MISC Income

When a client comes in for their tax preparation and presents you with a 1099-MISC, what is your response? Unless you are familiar with your client's activities, you should probably ask questions to determine how to handle it. more »