Tag Archives: advisor

Why Your Business Needs A Tax Pro, Part 1

How’s Your Crystal Ball?  You’re a savvy entrepreneur and you’re smart about your money, but you’ve found yourself over your head with the IRS. There’s no need to be embarrassed about admitting that you need help sorting out your finances.  The real shame is in hiring the wrong hired gun to tame the taxman. Choose […]

Bad Roth IRA Advice

Today TaxMama hears from Carla in Indiana, who is concerned. “I have a client who took $105,000 from his 401(k) and rolled it over into a ROTH IRA because his investment advisor said that you only include the income you made that year. My research says to include the whole $105,000 as income.”

Personal Responsibility

Today TaxMama hears from lots of people – and all the questions have the same theme. “I overspent and ran up lots of debt and didn’t pay taxes. Now I’m in big trouble. What do I do?”

In the Millionaire Zone

Today TaxMama wants to tell you a little bit about my exciting experience last week at Jennifer Openshaw’s Women in the Millionaire Zone Conference. Originally, the organizers expected about 400 people. But from the feedback we speakers were getting, we suggested they prepare for more. The room was set up for over 700 – and […]