Weekly Update – August 25th, 2023 -Learn How Tax Planning Starts in Your Driveway

Another crazy week which started out nice with a vist from Elizabeth last Friday as we worked together before she headed upstate Saturday morning for a wedding then returned Sunday evening to spend time in the office with Monica on a special project as well (notice how her trip may qualify partly as a business expense- see my August 4th blog post).   Too bad Myriam, Ramona and Raquel were not…  Read more

5 Tax Highlights: Hurricane Harvey, Irma & Maria Victims

It’s been 2 months since Hurricane Harvey, Hurricane Irma and Hurricane Maria hit, changing lives forever.  The Disaster Tax Relief and Airport and Airway extension Act of 2017 signed into law on September 29th offers specific disaster victims alternative methods of reporting eligible Hurricane Harvey, Irma and Maria disaster losses on their 2017 tax returns.  Remember these are temporary and limited to specifically identified areas and victims. Please visit our…  Read more

Hurricanes Harvey, Irma and Maria: 9 Financial Options

9 Financial Opportunities for Disaster Victims of Hurricane Harvey, Hurricane Irma & Hurricane Maria: Small Business Administration (SBA) loans, grant money, employer credits, charitable contributions and relaxed restrictions on accessing your retirement funds for assistance with building back your life. I am a Hurricane Sandy victim and survivor. My home and office are located on a beach block in Rockaway Queens, New York. Our street became a river and I…  Read more

Lessons Learned from Hurricane Sandy

I too am a disaster victim and survivor.  I woke up on the morning of October 29th, 2012 to clear skies and stepped out of my house, walked down my front stairs onto the 3 feet of sand that had washed up from the beach during the storm.  As I started walking towards the beach (at the end of my block) I thought to myself “I don’t remember Kathy’s house having a…  Read more

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