2018 Tax Planning Strategies Questionnaire For New York/New Jersey Metro Taxpayers

Wait, you thought I meant the holidays? Ha. As much as I love Andy Williams, what I REALLY mean is tax planning season. That is to say, year-end moves. 🙂 And next week, I’ll give you some generalized moves you can make that can affect your tax bill (in positive ways only). But the real reason I get excited about … Read More

2018 Tax Planning Strategies Questionnaire For New York/New Jersey Metro Taxpayers

Lillian Turner-Bowman’s Nine Can’t Miss Questions For Year-End Tax Planning

With the Thanksgiving leftovers mostly consumed by this point, we are turning our eyes to year-end matters. And this year, there are LOTS of things to consider as we approach 12-31-18. Because yes — the standard deduction this year has been significantly increased, and it might make sense for you to take that. Or, it might not. There are so … Read More

Lillian Turner-Bowman’s Nine Can’t Miss Questions For Year-End Tax Planning

Lillian Turner-Bowman’s Reflections On Lincoln’s Thanksgiving Proclamation While Our Country Is In Chaos

Is it just me, or does it feel like Thanksgiving week arrived suddenly this year? And how did it get here so fast? With so many momentous events over the past few weeks (elections, shootings, wildfires, and more), it feels a bit surreal — and incongruous, even — to think about pausing for the sake of giving thanks. But, as … Read More

Lillian Turner-Bowman’s Reflections On Lincoln’s Thanksgiving Proclamation While Our Country Is In Chaos

One Significant Habit Of The Wealthy In New York/New Jersey Metro — Generous Charitable Contributions

Now that we have a divided Congress again, we can all sit back and enjoy the gridlock that is headed our way. Or something. I don’t blame you if you tune out from politics — and I also don’t blame you if you find yourself jumping more intentionally into the fray. There’s lots to be frustrated by, and plenty to … Read More

One Significant Habit Of The Wealthy In New York/New Jersey Metro — Generous Charitable Contributions

What To Do When You Experience A Sudden Income Increase In New York/New Jersey Metro

I don’t know about you, but I am *celebrating* the end of all of the automated phone calls and ads, now that this election is behind us. And no matter how you feel about the results, I hope we can all agree that it’s good to put all the shouting behind us. Er, well … maybe the shouting never ends. … Read More

What To Do When You Experience A Sudden Income Increase In New York/New Jersey Metro

One Trump Tax Plan Mistake That Lillian Turner-Bowman Wants You To Avoid

The internet can be a confusing, anxiety-inducing space. The national news is downright scary (and tragic), and places that used to be the province of baby pictures and goofy status updates are becoming increasingly divided over cultural questions and differences. But on top of it all, finding good information about how to rightly handle your finances in light of the … Read More

One Trump Tax Plan Mistake That Lillian Turner-Bowman Wants You To Avoid

Leading Through Change In Your New York/New Jersey Metro Small Business

Goodness gracious, has there ever been change this year. I’m mostly referring to all of the new regulations in the tax code: the fact that strategies that “used to work” to reduce our clients’ tax burdens might not work in the same way as they did in the past. Politics change, cultures change, and what is happening in YOUR New … Read More

Leading Through Change In Your New York/New Jersey Metro Small Business

Delayed Gratification: Staying Focused to Get Ahead (Later) in the New York/New Jersey Metro

delayed gratification

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation’s capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in horse racing. Now, well … there’s baseball. But this is a good … Read More

Delayed Gratification: Staying Focused to Get Ahead (Later) in the New York/New Jersey Metro

Focus Training For Folks In New York/New Jersey Metro

focus training

Now that we’re into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter … and, if you’re like me, “focus” becomes something I have to set myself towards. It doesn’t just “happen” — especially when the days are hot. It might be simply because tax season is now fully behind us, and … Read More

Focus Training For Folks In New York/New Jersey Metro

Instilling Financial Literacy For Kids In New York/New Jersey Metro

financial literacy for kids

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics — all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the sake of our constitutional freedoms. However, when you talk to veterans from … Read More

Instilling Financial Literacy For Kids In New York/New Jersey Metro