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Personal Strategy Notes

<<Return To 2016 Tax Strategy Articles


Date 10/31/2016

Trump And Clinton Tax Plans

 Posted by Patrick O'Hara


Date  10/17/2016

Essential Recordkeeping Principles for Taxpayers

Many of our clients have never received that dreadful notice from the IRS, initiating an audit -- or, much worse, the KNOCK on the door! If you never have, you probably don't keep much financial documentation...Read More

Posted by Patrick O'Hara


Date  10/10/2016

Money Moves For The Milestones

For planning purposes, remember that each decade of life usually carries with it several big money moments. Major life events like landing a new job or getting married are usually joyous, but they also have an impact on your finances....Read More

Posted by Patrick O'Hara


Date: 10/03/2016

How To Raise a Rich Kid

Sadly, too many families neglect a critical aspect of raising children: teaching them to be financially savvy.  But if you want to raise kids who can create and manage wealth, there are a handful of critical rules that are foundational...Read More

Posted by Patrick O'Hara



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