Planning

IRS Guidance on State Payments to Help Taxpayers

Blog, Details, Planning, Preparedness, Tax Planning / By

The IRS rule update 10 February, 2023 impacting people in 21 states was released. As many of you are amidst preparing your taxes, I’m printing the full release below. Here is the link to the IRS site if you prefer to read it there: https://www.irs.gov/newsroom/irs-issues-guidance-on-state-tax-payments-to-help-taxpayers IR-2023-23, Feb. 10, 2023 WASHINGTON — The Internal Revenue Service […]

IRS Guidance on State Payments to Help Taxpayers Read More »

IRS delays New 1099-K Tax Reporting Requirements

1099, Blog, Planning, Self-Employed, Tax Planning / By

A big announcement was released 12/23/2022. The IRS delays the new 1099-K reporting requirements previously announced for all Venmo, PayPal, Stripe, and other cash app payment sites. This rule applied to any transactions, including part-time work, side hustles and anyone selling goods. Earlier in 2022 it was announced that transactions made through cash app payment sites over

IRS delays New 1099-K Tax Reporting Requirements Read More »

“Famous Mess”

Accident, Assets, Beneficiaries, Blended Families, Blind spots, Blog, Contingency, Death, estate planning, Families, Planning, Time of reflection, Wills / By

Even the famous leave behind a mess for their families. This week, let’s review the current status of Anne Heche’s estate. It’s an example of what not to do … The Backstory August 5 2022, Heche accidentally drove her car into a Los Angeles residence. The collision resulted in a fire with Ms. Heche hospitalized.

“Famous Mess” Read More »

Pet Cancer Awareness

Awareness, Blog, Families, Health, Illness, Life Events, Pets, Planning / By

Did you realize that November is Pet Cancer Awareness month? If you haven’t seen my online courses covering Pets there are three areas. Take a look at Pet Care and Comfort here for some additional tips! https://courses.thelivingplanner.com/courses/furrever-loved-pet-care-care-comfort Pets are integral to family 🐾 And, while they don’t “talk” like humans they communicate with us in

Pet Cancer Awareness Read More »

Multi Factor Authentication

Blog, Change, Contingency, Cyber Security, Data Security, Decisions, hacked, Identity Theft Protection, National Issues, Planning, Preparation, Preparedness / By

Multi Factor Authentication (MFA or 2FA) is a hot topic these days! As Cybersecurity Awareness Month comes to a close, let’s make sure you stay protected as best you can. The Cybersecurity and Infrastructure Security Agency (CISA) and the National Cybersecurity Alliance (NCA) lead a collaborative effort between government and industry to raise cybersecurity awareness

Multi Factor Authentication Read More »

Destroy Sensitive Documents

Action, Blog, Documents, Organizing, Planning, Preparation, Privacy, Security / By

What are “sensitive documents”? How do you destroy sensitive documents? Sensitive documents contain personal information about you that if disclosed can result in identity/data theft or otherwise cause harm to you. Destroying sensitive documents came up this week when a friend in Florida reached out asking how to deal with the documents impacted by Hurricane

Destroy Sensitive Documents Read More »

Scroll to Top