Archive for Blog

Happy New Year. How to choose a tax preparer

  • January 3rd, 2018
  • David Greene
  • Comments Off on Happy New Year. How to choose a tax preparer

I hope all of my readers had a very relaxing and joyous Christmas holiday and I hope you are looking forward to a New Year filled with hope and promise.  As you know it looks like we will have a…

Merry Christmas

  • December 20th, 2017
  • David Greene
  • Comments Off on Merry Christmas

As you read this article we are now in the week before Christmas.  As an adult I ask “how did it get here so fast” but as a child I would ask “when will Christmas ever get here?!”  As with…

How many different ways can the IRS try to collect taxes I owe?

  • December 12th, 2017
  • David Greene
  • Comments Off on How many different ways can the IRS try to collect taxes I owe?

This is a good question, but one that cannot be answered in a short space.  I will just discuss the primary methods. When one does not pay her taxes, she will first receive a friendly letter stating that she has…

Is it worth mortgaging my home to get a tax deduction?

  • December 7th, 2017
  • David Greene
  • Comments Off on Is it worth mortgaging my home to get a tax deduction?

In my opinion, you should never incur debt for the express purpose of lowering your taxes.   At this time it is true that people who have a mortgage get to take a deduction on their taxes; however, they only deduct…

Can failure to pay taxes result in jail time?

  • November 28th, 2017
  • David Greene
  • Comments Off on Can failure to pay taxes result in jail time?

Yes you can go to jail for non-payment of taxes, but your failure to file and pay must be with the deliberate intent to defraud the government.  In most cases the failure to file is not a deliberate attempt to…

Happy Thanksgiving

  • November 22nd, 2017
  • David Greene
  • Comments Off on Happy Thanksgiving

My staff and I want to take this opportunity to wish for each of you a very happy and joyous Thanksgiving and I want to thank you for being my clients, my readers and my friends.  I urge you to…

What is the difference in a will and Durable Power of Attorney?,

  • November 16th, 2017
  • David Greene
  • Comments Off on What is the difference in a will and Durable Power of Attorney?,

Each individual, even husbands and wives, needs to make a will in order to pass his/her assets after death.  A Durable Power of Attorney, though, simply gives someone you trust the authority to act in your behalf when you can’t…

What are the biggest mistakes made in Estate Planning?

  • November 14th, 2017
  • David Greene
  • Comments Off on What are the biggest mistakes made in Estate Planning?

Estate Planning covers both events during life and after death.  Here are some of the biggest Estate Planing mistakes that are made: (1) Failure to plan for incapacity – everyone should have both a financial and health care Power of…

Suggestions for Recovering Lost Financial Records

  • November 7th, 2017
  • David Greene
  • Comments Off on Suggestions for Recovering Lost Financial Records

Here are some suggestions for recovering your financial records if they are lost or destroyed in a hurricane or other natural disaster: (1) get a copy of your tax transcript from the IRS; (2) Request copies of records (bank statements,…

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