Month: April 2018



What to do if your accountant botched your tax return

Since tax day is not officially over, this is a timely article that talks about a botched tax return.  The first question to answer is “How do I know my tax return has errors in it?”  The answer to that question is to have your tax return reviewed by another tax professional.  Should you go and have your tax return looked at and paid for again – probably not.  However, some financial advisors have CPA’s that can review your tax returns to make sure there are no glaring errors in the return.  We offer tax reviews for all of our clients and all they need to do is provide us with a copy of their last 2 years tax returns.  Believe us, we have found many errors over the last several years that have saved some of our clients thousands and in some cases, tens of thousands of dollars.  In addition, we can provide strategies on how to reduce future tax bills.  So, don’t just forget about your tax return after you have it filed. 04.18.18

What if the US Strikes Syria

What is the best investment advice if the U.S. escalates its involvement in the Syrian civil war? Do nothing.

That’s for two reasons. First, you undoubtedly will be too late if you sell after seeing headlines that the U.S. has launched a missile strike, Russia fires back, or worse. Many firms have software programs that constantly scour various news feeds for even a mention of such escalation and which would immediately start selling if it detected any. You wouldn’t stand a chance of front-running them. 04.13.18