9 Key Questions for Your 2017 Taxes by Smart Tax

9 Key Questions for Your 2017 Taxes by Smart Tax

Now that extended returns have been filed, we set our gaze towards year-end around here, and on making sure that YOU are doing everything possible to ensure that your 2017 tax burden is as low as legally and ethically possible. I did receive some feedback and...
Smart Tax’s 2017 Tax Planning Guide

Smart Tax’s 2017 Tax Planning Guide

The third quarter of 2017 is officially behind us, and we are moving into the final portion of our year. The NFL is in full swing, school is back, and life begins to barrel at all of us in new ways. Believe it or not, the holidays are around the corner! (In fact,...
Hurricanes, Tax Deadlines, and Data Breaches

Hurricanes, Tax Deadlines, and Data Breaches

Our hearts and prayers continue with Houston, and with those in the path or wake of the western wildfires. And now, of course with the entire state of Florida. Fortunately, some of the most dire Irma scenarios did not play out, but we are still dealing with a storm...
Preparing a Disaster Plan

Preparing a Disaster Plan

All of our hearts are with Houston, and the areas surrounding that have been devastated in the past few days. It feels a bit like Katrina did, though the true measure of the disaster is still yet to be understood (as in New Orleans). What *is* clear is that many...
Summer Chaos, Total Eclipse and SmartTax’s Key Reminders

Summer Chaos, Total Eclipse and SmartTax’s Key Reminders

How was your TOTAL ECLIPSE experience? Did you get to see the totality? Did you travel for it? Would love to hear about your experience. Well, the world is still standing, even after all of the chaos that we’ve been experiencing as a nation. Social media remains...
Building a Better Personal Network

Building a Better Personal Network

We work a great deal with asset sheets and financial numbers for our nationwide clients. We’re always on the hunt for ways that we can minimize tax burdens and be strategic about every available resource on behalf of the families and people we serve. But what is...