by Leif Jensen | Nov 9, 2016 | General |
We just started working with a new client. She is a pleasant elderly woman who has been preparing her taxes for years. In the past she worked for H&R Block and then another tax preparer. She was referred to us from her banker and her financial advisor....
by Leif Jensen | Nov 8, 2016 | General |
In a recent study from the Institute of Legal Reform, it was found that consumers who participate in class action lawsuits typically recover little to nothing as a result of the litigation. In more than half of the class actions filed, class members receive...
by Leif Jensen | Nov 7, 2016 | General |
Retirement planning has never been easy, unless your plan was to drop dead at work. But, if you happen to be one of those who do experience a financial shock, it may have the ability to deplete your savings by 25%. But, now it seems that pre-retirees can...
by Leif Jensen | Nov 2, 2016 | General |
The IRS seemingly has thrown up their hands and admitted defeat. They will be outsourcing aspects of the debt-collection program. This new enterprise is expected to be up and running in spring of 2017. A law passed last year calls for the IRS to turn over many...
by Leif Jensen | Nov 1, 2016 | General |
In a recent court case an estate gets a theft loss for assets invested with Bernie Madoff. The decedent who owned 99% of a limited liability company whose only asset was an account with Madoff. After his death and before the filing of the estate return, the LLC-owned...
by Leif Jensen | Oct 31, 2016 | General |
Born from the Gaelic festival “Samhain” marking the end of the harvest season and into winter- the dark times and aided by Pope Gregory III’s “All Saints Day” and the Celtic “New Year”; comes “All Hallows Eve” or “Halloween”. Granted this is a streamlined...
