Episode 139 - The IRS recently announced its annual "Dirty Dozen" tax scams for 2021, this time with special emphasis on pandemic-related tricks.

Episode 138 - Did you know that the IRS has initiated several service improvements in recent years, all in an effort to be more taxpayer friendly? Learn more here.

Episode 137 - Have you ever wondered what happens to your Income Tax Return after you’ve filed it? Understanding the process can speed up your refund.

Episode 136 - SLATs are one of the most popular estate-planning strategies to create liquidity to pay Estate Taxes through the use of Life Insurance, while still maintaining indirect access to the cash values during your lifetime.

Episode 135 - We urge you to always be cautious and not provide sensitive information such as your Social Security number or bank account information to unknown individuals over the phone or internet. Never reveal personal data to a stranger who calls you.

There are perhaps two great paradoxes about retirement that people don’t often recognize. The first is that in retirement, people live on income, not principal. The second is that for many people, their retirement fund is their favorite account while they are working, but their least favorite once they actually retire.

Tax-free real estate exchanges have long been a favored technique used to defer capital gains taxes. How do they work, and are they still viable with tax changes coming?

Hidden fees can have a serious long-term negative impact on a 401(k). And the problem is worse than most people realize.

For businesses that employ only owners and their spouses, the Pension Protection Act of 2006 extended an unparalleled opportunity to save significant sums in a tax-favored retirement plan. Conventional wisdom of the past few decades was to use a Simplified Employee Pension (SEP). Now there is another choice that may be far better: The Micro(k)® Plan.