by Leif Jensen | Aug 18, 2025 | Taxes |
I have a client whose return I just completed has a tremendous tax bill because of the huge amount of capital gains, interest and dividends. They had a couple of good things happening, first off, lots of capital gains, usually means a winning investment strategy. ...
by Leif Jensen | Aug 11, 2025 | Retirement |
On August 9, 1935, The Social Security Bill (H.R. 7260) was sent to President Franklin Delano Roosevelt for his signature. An important part of the New Deal was the first national social insurance policy. It would help ensure that older Americans would have a stable...
by Leif Jensen | Aug 4, 2025 | Rant |
Hackers are getting better and better. Typically, I have been able to easily recognize the mistakes and just delete the e-mails. This week I received one that looked legit and forced me to make some calls all because I believed it to be an real e-mail. Luckily, I...
by Leif Jensen | Jul 28, 2025 | Rant |
I am far from surprised. Illinois concealed carry licenses are not currently trending downwards. While there was a recent ruling deeming the state’s ban on concealed carry on public transit unconstitutional, this decision is limited to the specific plaintiffs...
by Leif Jensen | Jul 21, 2025 | Taxes |
Tax prep software firms are celebrating the proposal in the House-passed bill: The end of IRS’s Direct File. This program, which IRS first piloted in 2024 and expanded this year, which allows eligible individuals to opt in, and with IRS’s help, to prepare and e-file...
