Let’s start today with a reminder.If you filed for an extension and haven’t yet submitted your 2022 taxes, the deadline for doing so is coming up...

One common denominator among my Sarasota clients the last few years is an increase in financial stress. Often, it’s related to tax problems they...

The anniversary of 9/11 always reminds me that our lives can be changed dramatically in the span of a day. We could not have imagined on September...

Enjoy your long weekend soaking up the final vestiges of summer? Last minute visits to your Sarasota pool, outdoor amusements, a little grill-out …...

It’s almost September as I write this. First, I need to remind you that the filing deadline for tax extensions is nearing. October 16th will be here...

Here we are, nearing the end of August, looking September and fall in the face. And that calls for a couple tax-related reminders.1. If you’re a...

You may have seen the recent headlines announcing that Americans left almost 1.5 billion dollars in unclaimed tax refunds in 2019 because of unfiled...

I want to start today by sending my thoughts to those suffering and grieving in Maui. You’ve likely heard about the wildfires raging there (the...

I’m sure you’ve noticed the rising pressure to tip in recent years. You go to pay for your drip coffee, the barista flips over the kiosk, and you’re...