Category: Personal Strategy Note

  “Individual commitment to a group effort – that is what makes a team work, a company work, a society work, a civilization work.” -Vince Lombardi WARNING: What I’m about to share might make you salty. The topic is state …

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Tax & Financial Implications For Renting Out Your House “Travel makes one modest. You see what a tiny space you occupy in the world.” -Gustav Flaubert Have you ever wondered why vacation rental home services like Airbnb or VRBO are …

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Ted Smith’s  “Real World” Personal Strategy Note One Example of Simple Tax Planning “What we know is a drop, what we don’t know is an ocean.” – Isaac Newton Too many folks wait until the winter before they look at …

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Ted Smith’s “Real World” Personal Strategy Note A Simple Rule For Success “Act as if what you do makes a difference. It does.” -William James Warren Buffett is known to be a generous man. Just a few years ago, of …

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Ted Smith’s “Real World” Personal Strategy Note How To Prepare for Financial Emergencies “It’s the little things you do that make the big things happen.” – Mike Dooley I believe that nothing will better prepare you for emergencies, in advance, …

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Ted Smith’s “Real World” Personal Strategy Note Ted Smith’s 2017 Tax Year Filing List “In every single thing you do, you are choosing a direction. Your life is a product of choices.” – Dr. Kathleen Hall With all of the …

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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 …

Tax Reform Year End Strategies 2017 Read More »

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Ted Smith’s “Real World” Personal Strategy Note Documents You Need for Tax Preparation in 2017 (TY2016) “If you do not think about your future, you cannot have one.” -John Galsworthy With the increased penalties associated with the ACA in 2017, …

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An Open Accounting With Your Partner “It is better to know some of the questions than all of the answers.” -James Thurber Do you get a knot in your gut when your spouse asks you how the finances are looking? …

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Ted Smith’s “Real World” Personal Strategy Note Teach Your Children Well in 2016 “One thorn of experience is worth a whole wilderness of warning.” – James Russell Lowell The beginning of the year is the perfect time to start a …

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