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

  • 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?

  • 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

  • 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?,

  • 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?

  • 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

  • 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,…

Tips On How To Avoid Will Contests

  • David Greene
  • Comments Off on Tips On How To Avoid Will Contests

It is very hard to be successful in a will or trust contest.  However, many disappointed heirs file such contests every year.  Here are some planning tips to hopefully avoid that headache and heartache for your heirs.  (1) If you…

Does the Frersh Start program work for companies?

  • David Greene
  • Comments Off on Does the Frersh Start program work for companies?

The Fresh Start program for companies is not discussed much, but it is there in a different format.  The Fresh Start for business offers an Express Installment Agreement.  To qualify, the business must meet the following criteria: (1) the amount…

What is the Expanded Fresh Start Program?

  • David Greene
  • Comments Off on What is the Expanded Fresh Start Program?

The Fresh Start program has been expanded.  It was recently expanded to help taxpayers who owe up to $100,000 in delinquent taxes.  They will be able to enter into an Expedited Installment Agreement if they can pay the balance due…

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