tips on charitable tax deductions
Article
May 30th 2019
When I chat with clients about revised tax rules, I’m careful not to tell them more than they would ever want to know. Instead, I focus on...
Talking about taxes with clients
Article
Feb 22nd 2019
In three previous columns, I explained how I use “tax tidbits” to enliven conversations when talking taxes with clients or speaking to...
Talking about taxes with clients
Article
Feb 14th 2019
In two previous columns , I explained how I use “tax tidbits” to enliven conversations when talking taxes with clients or speaking to...
How to talk about taxes with clients
Article
Feb 7th 2019
Last week, I discussed my use of “tax tidbits” to enliven conversations when talking taxes with clients or speaking to groups like retirees...
talking taxes with clients
Article
Jan 31st 2019
When I chat with clients about revised tax rules, I’m careful not to tell them more than they would want to know about those changes. To...