Jeff Moore’s 2018 Tax Preparation Checklist

tax preparation checklist

Yes, you *thought* 2017 was in the rearview mirror, didn’t you? Well, not for the IRS it isn’t. That’s because, as you probably know, we are now beginning the process of doing what we do best: effectively, legally, and ethically reporting our clients’ financial lives to the government for maximum savings — i.e., tax return preparation. And while the government last week … Read More

Jeff Moore’s 2018 Tax Preparation Checklist

4 Goals To Jumpstart Your Financial Freedom In West Tennessee and North Mississippi In 2018

financial freedom

It feels VERY good to turn the page on 2017, doesn’t it? There were so many hard things that we faced as a nation that the opportunity to start fresh feels particularly bright this week. Obviously, and as I’ve already written about in some detail, we have a brand new tax regime under which we are NOW operating. The year-end … Read More

4 Goals To Jumpstart Your Financial Freedom In West Tennessee and North Mississippi In 2018

4 Key Year-End Tax Strategies With Tax Reform In Mind For West Tennessee and North Mississippi Taxpayers

tax strategies

We’re in that annual holiday lull during which most of the country takes things real easy, tries to recover from all of the parties, and gears up for a new beginning. For tax professionals, however … well, let’s just say that we don’t often get a “normal” holiday season, and this year is even more intense as we process all … Read More

4 Key Year-End Tax Strategies With Tax Reform In Mind For West Tennessee and North Mississippi Taxpayers

2018 Tax Reform Update And A Holiday Prayer from Jeff

holiday prayer

Well, we seem to have a final tax plan in place, and if everything goes according to what Capitol Hill watchers say, it should pass both the House and Senate this week, and be signed into law by President Trump. And my, oh my, are there changes. One that I should point out to you, since I mentioned it last … Read More

2018 Tax Reform Update And A Holiday Prayer from Jeff

Conventional Financial Advice May Not Always Be Best by Jeff Moore

financial advice

Just to give you a little snapshot of why it’s taking so long to get tax reform done (and I know — you’re surely waiting with bated breath), consider this: under certain circumstances with the proposed reform, some people would face a marginal tax rate of over 100%. The WSJ did the analysis over the weekend, and it is correct by my reckoning. … Read More

Conventional Financial Advice May Not Always Be Best by Jeff Moore

Moore’s Four Good Reasons To Give Charitably, Aside From Tax Deductions

give charitably

As I write this, the Senate has passed their version of the tax reform bill, and now we wait for the final version of the bill. The process isn’t yet finished (it needs to go through the “reconciliation” process, and the President needs to sign it), but we have some basic ideas about what’s to come for 2018. I’ll do … Read More

Moore’s Four Good Reasons To Give Charitably, Aside From Tax Deductions

Get Lower Taxes: 4 Last-Minute Tax Moves For West Tennessee and North Mississippi Taxpayers

lower taxes

The first round of holiday festivities are behind us, and the nation turns its eyes to Washington DC to see if this December will be festive or glum. Well … perhaps that’s an exaggeration. Most of us don’t take our cues from DC! Either way, this season marking the end of 2017 will be particularly bright — but I will … Read More

Get Lower Taxes: 4 Last-Minute Tax Moves For West Tennessee and North Mississippi Taxpayers

2017’s Been Hard For Our Nation, Can We Still Give Thanks in West Tennessee and North Mississippi?

give thanks

Here we are, suddenly finding ourselves in the week that we have set aside as a nation for the giving of thanks. 2017 seems to have been a difficult year for many to find glimpses of the light, to find goodness in the midst of seeming chaos and lots of bad news. But, as I like to do, I’ll remind … Read More

2017’s Been Hard For Our Nation, Can We Still Give Thanks in West Tennessee and North Mississippi?

5 Tips on How to Become Wealthy in West Tennessee and North Mississippi

How to become wealthy

As we continue to keep our eyes on what’s happening with the GOP tax reform bill in Washington, we are focusing on an entirely different kind of “tax reform” around here: Tax planning with our smartest West Tennessee and North Mississippi clients. Because something that is a commonality among our wisest clients is that they get AHEAD of the game with their … Read More

5 Tips on How to Become Wealthy in West Tennessee and North Mississippi

Four Simple Steps To Increase Productivity In West Tennessee and North Mississippi

Increase Productivity

First of all, our hearts are with Sutherland Springs, TX. What a senseless, terrible tragedy for that community, and our nation. Words fail. +++ But as difficult as it is to “move on” from the remembrance of such things, our nation continues along with the arguments and concerns of the day. Specifically, the recently-released House GOP tax reform legislation is … Read More

Four Simple Steps To Increase Productivity In West Tennessee and North Mississippi