Author Archives: Steve

Charities – Deductible Contributions Only For Some

An ever vigilant client has asked which type of charity is eligible to receive taxpayer-deductible contributions.  Good question!  My first comment is that our children are nowhere on this list, despite their opinions to the contrary.  Feel free to refer … Continue reading

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The Hard Times of a Small Fish

My mother wound up in the hospital (she’s out and doing well, thank you).  I flew down to Miami as my sister flew up to Chicago for business.  Annie and I are sort of a “tag team”.  The hospital is … Continue reading

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Women in Divorce – Disengaging From The Conflict

I suppose I’m not surprised that many of my clients are divorced or about to be.  I heard a statistic that 50% of marriages in America end in divorce.  That’s terribly sad, especially when you consider the effect on children.  … Continue reading

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Small Business Jobs Act of 2010

Health Insurance for the Self-Employed Health insurance for the self-employed became a little more valuable, albeit only for 2010.  A provision in the recently enacted Small Business Jobs Act of 2010 allows health insurance costs for self-employed individuals (Schedule C … Continue reading

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Stay Calm If You Can

My most recent wilderness trip took me a couple of hundred miles north of Thunderbay, Ontario to the Wabakimi Provincial Park.  I knew it’d be a little colder than previous trips.  Heck!  We were up near the Arctic Circle and … Continue reading

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The New 3.8% Medicare Tax on High Income

Jeez!  This is going to be boring.  Sorry in advance!  I really enjoy matters of taxation.  I know some will doubt this, but those who write tax laws are very bright people.  You might not like what they write, but … Continue reading

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Helping Elderly Friends Gain Control of Their Financial Life

My wife Kathleen and I have elderly friends with a problem that’s common across America.  Our friends, a married couple both in their eighties, are symptomatic of the perils of “suddenly” growing old.  If the first partner to die or … Continue reading

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Tax Law Changes

Here is a quick look at several tax law changes that produce tangible changes for taxpayers.  Some of the changes are positive; some are not.  They arise from the recently enacted Small Business Jobs Act of 2010. For payments made … Continue reading

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September Adventuring – Even the fish wear long underwear

I persuaded my good friend Mark Standa to a late September canoe trip.  We were headed a couple of hundred miles north of Thunderbay, Ontario to Wabakimi Provincial Park, a huge Canadian wilderness area not easily traveled.  September 15th is … Continue reading

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Why the blog?

I suppose some explanation is called-for.  One wonders (as I do) the impetus for this and future writings.  I suspect many of you read with interest “Fishbytes”, a quarterly newsletter I published some years ago for some years.  It was … Continue reading

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