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11 Smart Ways To Reduce Your 2015 Tax Bill

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Last week, we tied a bow around all of our client tax returns for 2015, i.e. for “tax year 2014”, as the extension deadline came and went. It feels good to turn the page and move into our intensive preparation season for tax season 2016. (And now I’m searching for a third metaphor for that paragraph — which it needs like a fish needs a…

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5 Tips for Successful Business Lunches

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The other day, I saw an article that made my jaw drop — and reminded me (once again) why we do what we do. Remember the BP oil spill in the Gulf? Yes, it was a while ago … but the region is still feeling the after effects, and not just environmentally. But for BP, it sure has been nice to have smart tax people…

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How to Win Through Giving

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The fall is here, but before we’re able to *really* enjoy it around here at Team Incite Tax, we are carefully working through our roster of 2014 tax returns that were put on extension. As I mentioned last week — we are still able to set appointments for other matters (like tax planning, etc.), but our focus is pretty strongly set upon these extensions for…

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Incite On How Having a Tax Strategy Wins Out

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As I’m writing this, chances are good that we are headed towards yet another federal government shutdown of some sort, due to Congressional disagreement over a host of different funding and tax related items. (Forbes just bumped the probability from 67% to 75%.) And if doesn’t happen October 1, it may be happening in December. Gotta love those lawmakers. Snarky comments aside, I will say…

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Incite Tax Shares On Family Life on a Single Income

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Last week I wrote about preparing for financial chaos, and gave you some step-by-steps for what your priorities should be right now. Got a bunch of wonderful feedback, so THANK YOU for taking the time to do that. I see every email that comes my way, and I love getting responses to what I put out there for you. So, I’m continuing along with the…

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