National Issues

Tax Scams

It’s that time of year – The Final Four and the final push to gather what’s needed and file personal taxes! 2017 was no stranger to identity theft due to the Equifax data breach, exposing private information of over 145 Million Americans.  Many Americans began filing taxes as early as 29 January, 2018.  The Federal […]

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Tax Considerations for Individuals

We are one month away from individuals filing 2017 taxes and today we’ll discuss taxes for the longer term.  Yes, in 2018 the new provisions passed by Congress in December, 2017 will take effect.  Coverage of these provisions has highlighted the impact to companies and businesses. Today, we will consider the impact of these new

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National Issue: RAISE Act

On January 9, 2018 Congress passed HR3759 / S1028 the Recognize, Assist, Support and Engage Family Caregivers Act (RAISE).  The RAISE Act aims to help the relatives and partners who provide medical, household and financial assistance to loved ones.  The bill is on the President’s desk awaiting signature.  It could affect employers of more than

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Insurance Itemization

Natural disasters hit the US hard in 2017.  The National Oceanic and Atmospheric Administration estimates the economic impact from these natural disasters was $306 Billion dollars. Individuals impacted by the hurricanes and wildfires faced the daunting task of beginning administrative tasks of filing claims, often with no physical record of their belongings.  During personal tragedy,

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Veterans Day

Yesterday was a day celebrated with parades and acknowledgement across the country.  Veterans Day is a day we pay honor to those who serve to keep us/our county safe.  As of 2014, the VA estimates there were 22 million military veterans in the U.S. population. If you add their figures on veterans to the active

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Passport Awareness

Did you know that September is “Passport Awareness Month”?  I uncovered this fact while reading from the US Department of State website recently. This awareness campaign was formed to educate and inform travelers about upcoming changes to travel identification requirements for domestic flights.  As someone who has had a valid passport for 30+ years, the

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Medicaid Information / Facts

In business and in life, I’ve come to understand the value of expanding my awareness through learning information and facts.  These days it seems that finding information and facts is a process of sifting through opinions.  How we determine fact from fiction amidst growing sources today is akin to “finding the needle in a haystack”!

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Post-retirement Health Needs

I participate in a networking group with a group of professionals across industries:  legal, financial, insurance, home care, fiduciaries, funeral planning, assisted living, accounting and tax mitigation.  We meet monthly to review live examples of cases of people who experience life’s realities and gather to provide input as to how we may in our professions

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Uniform Digital Assets Law

For all who are following state and national legislation about Digital Assets, the state of California has recently sent a bill to Governor Brown’s office in the state of California.  AB691 allows access to a wide range of digital assets to treat them as if they are tangible assets. Digital Assets is a topic of

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National Health Care Decisions Day

Today is National Health Care Decisions Day, I’ve made my decisions, have you? K.V. Scruggs, wrote the following article.  It’s a great read for today, enjoy! The Dirty Secret about CPR in the Hospital (That Doctors Desperately Want You to Know) April 11, 2016 129 Comments “A few things have changed in medicine over the last

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