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Personal Strategy Notes

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Date 02/21/2017

Top 12 Related Tax Scams of 2017

Scammers are creative ... but not THAT creative. As I mentioned, this list is similar to the one from last year,  but knowing what to look out for is only the first step. After I describe these, I'll give you a quick rundown on how...Read More

Posted by Patrick O'Hara

 

Date 02/13/2017

Add Estate Planning To Your Tax Preparation

Most of us spend a considerable amount of time and energy in our lives working for our families and accumulating wealth. But unless you're careful, much of it could go to waste...Read More


Posted by Patrick O'Hara

 

Date 02/06/2017

Great Love Gestures On A Budget

With Valentine's Day coming up (Tuesday the 14th), I thought I'd help my clients and friends make some romance magic, but do it in a way that saves them cash.Yes, America -- you can still be romantic on a budget...Read More

Posted by Patrick O'Hara

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