The IRS Wants Your Inheritance

Brendan Moore | October 20th, 2019

The SECURE Act and the Tax Cuts and Jobs Act (TCJA) are gunning for your money – the IRS wants your inheritance and plans to get it through changing the rules on how long you can keep an inherited IRS and requiring most non-spouse IRA and retirement plan beneficiaries to drain inherited accounts within 10 years after the account owner’s… Read more »

Is There A Recession Coming?

Brendan Moore | August 22nd, 2019

The answer is, like the answer to a lot of these types of questions, “Maybe”. Is there a recession coming? Well, the bond market seems to think so. The President and his administration say, “No way”. The stock market can’t seem to make up it’s mind. With the carnage of the 2008 Recession still fresh in most people’s minds, it’s… Read more »

We Provide Marketing and PR Services

Brendan Moore | August 5th, 2019

You probably don’t know this about us, but among the many things we do for our small business clients is this: We provide marketing and PR services for our existing clients. We don’t advertise these services out in the public domain, because we don’t have enough resources in-house to accommodate that much work. But, we’re happy to provide it to… Read more »

Online Tax Prep Services – Worth Using?

Brendan Moore | March 26th, 2019

If you are a person that loves executive summaries, here is the executive summary: “Only if you have the most basic sort of individual return”. We’re not unique in this point of view – others have come to the same conclusion. And if you have a business, any sort of business, you might be ill-served by this type of service…. Read more »

The IRS Says It’s Good That Refunds Are Smaller This Year

Brendan Moore | February 15th, 2019

Remember when your parents told you that it was actually good for you that they weren’t letting you do something you wanted to do, or, that they weren’t buying you a car for your 16th birthday? Their reasoning was that a little hardship was good for character-building. You needed to learn to live with these sorts of deprivations, because, after… Read more »