FREE INFORMATIONAL SERIES

I'll be speaking for the Moving Seniors Forward informational series presentation on Thursday evening October 19th 6pm at the Janss Marketplace in Thousand Oaks. Come join me to hear this great information and enjoy the food and entertainment. Let me know if you can come! Hope to see you there! … [Read more...]

10 YEAR END TAX TIPS for 2015

PLAN AHEAD TO SAVE MONEY  Charitable Donation Records If you claim a charitable deduction of more than $500 in donated property, you must document the donations on your tax return. If you are claiming a deduction of $250 or more in a single donation, you will need a written acknowledgement … [Read more...]

PREPARING TAX DOCUMENTS

    HOW TO PREPARE TAX DOCUMENTS You can make Tax Time easier with an early start. Maximize your deductions with planning and organization. By gathering your records as they arrive, you can make this a simple process allowing you to prepare your returns and receive your refunds … [Read more...]

Car Tax Deductions

BUSINESS  CAR  DEDUCTIONS BUY?  OR LEASE ? Which method is right for you? Lease if you enjoy a new vehicle frequently. Buy if you like to enjoy a vehicle for it’s lifetime. DEDUCTIONS The IRS has increased the standard mileage rate for business miles driven from July 1, 2011 through … [Read more...]