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Money Management Archives |

Selling your home

In Fiscal 2020 we had clients who sold their home and did not prepare for the tax consequences. What was the most surprising was the fact that two or maybe three clients all claimed that they rolled the funds into a bigger home and so the profits should not be...

Invest or Gamble

I have a client who is also a friend and each and every year he has some gambling winnings.  I give him a little amount of grief over the winnings. We both know that his losses exceed his winnings.  But with the restructuring of the Schedule A, my client no longer can...

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