Tag Archives | cash flow

Monopoly Income Tax Ver1

That’s no Valentine in your mailbox- what to do when the IRS sends you a not so loving letter

In a world of electronic communication, who doesn’t love getting a letter? As long as it’s from a friendly face and not signed, “your friend, the Internal Revenue Service.”  But if you’re one of the lucky millions who receive a letter from the IRS each year, what should you do? Job one:  OPEN THE LETTER.  Anything […]

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My new wallet

Payments on the Go

It seems almost inevitable these days that your credit card information will be at risk from a retailer’s system breach or worse, your card number stolen and used for fraudulent purchases. Clearly the established credit payment systems are lacking. Next generation payment methods like mobile pay and chipped credit cards promise improvement; whether they will […]

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Part 2A & B of Form ADV: Firm Brochure