Tax and Personal Finance Topics
Welcome to my information center. Visit here often to access information on tax and financial planning topics. This is where I will post my own written material as well as news written by other sources on tax and personal finance topics.
If there is a topic you would like to see added, please send an email by clicking below. Your feedback is appreciated.
Tax Topics
Prevent stress.
How to minimize the possibility of being audited.
When you go to see your tax preparer.
How to get ready to visit your tax preparer.
Individual Return Key Filing Dates
Key Federal filing dates for individuals are listed here.
What records do I have to keep?
If you ever need it, you should have kept it. Really.
2005 New Auto Donation Rules
June 2005 press release: Revised auto donation rules from the U.S. Treasury
Smart Finance
Financial Checklist
This is meant to be a "hmm list." It is meant to induce
some thought and is not meant to be comprehsive.
How to find a financial advisor.
When you are looking for the best
financial advisor for your situation,
I advise clients to take a
three-way approach.
Tips for new homeowners
In the market for a new home?
Here are a few tips to
help you get started.
Smart Banking
Have you noticed that most major
banks are announcing record profits?
What can you do to become a smart
bank shopper? Here are some tips.