The mad dash to the respective tax filing dates are on. For answers to questions you may have, the IRS Website has greatly improved over the last year and offers quick links to forms you may need for printing or…
We received word yesterday from our investment vendor, corrected 1099’s are on their way. Just a reminder, please do not FILE your tax returns until late March. Completing your return immediately is fine, but filing today, may put you at…
This time of the year investors tally their gains and losses and apply them to their US Tax returns. An item worth remembering is that realized gains and losses are not the same as an investor’s return on their investment portfolio.…
As we had mentioned in our prior post, the SEC voted, and approved, 3-2 (surprisingly close) to re-instate the Uptick/Downtick/Short Selling rule. We applaud the reinstatement and are slightly disappointed in the meager fan fare it has received up to…
Tomorrow (Wednesday February 24th, 2010) the Sec will vote on re-implementing the Short Sales Rule that was banned in 2007. We very strongly, and alone, on an island, as we many times are, warned that the repeal of this rule might have…
Yesterday while at a Dr’s appointment, at around 3:30 pm, my cell phone dinged letting me know there was “Breaking News.” After reading that the Fed had raised the DISCOUNT rate, I immediately called the office to confirm the story, finding…
As a follow up to our earlier post of A Dozen Common Tax Mistakes, today we get to the top six that we have experienced with clients over the last two decades. As a quick review of from number 12…
With about 80% of companies in the S&P 500 reporting this quarter, we thought it a good time to review the results. According to Thompson Reuters, about 80% of companies have beat their 90 day treadmill number/quarterly earnings, with the remaining…
Over the last 20 years we have had the opportunity to work with many clients in various different professional fields. One item they all have in common is the need to complete an annual tax return. We draw from these…
We are happy to announce our electricity has been restored and we are up and running at full speed. Just a reminder, tomorrow is President’s Day and the Capital Markets will be closed, as well as our office. Have a…
