5 Tips To Think More Clearly About Financial Decisions For Mobile, AL Taxpayers

Financial Decisions

Despite that title, it has, in fact, been a relatively smooth first week of tax filing here at Lindsey & Waldo, LLC. Mobile, AL clients have been streaming through our doors, and we’ve been enjoying our little mini-reunion with so many longtime friends. Now, there’s plenty to say about that Super Bowl, the advertisements (apparently, they’re all Tide ads), the … Read More

5 Tips To Think More Clearly About Financial Decisions For Mobile, AL Taxpayers

Five Common Retirement Strategy Mistakes We’ve Seen in Mobile, AL

Retirement Strategy

The IRS just began receiving tax returns this week, and we are cranking and grooving along, finding all kinds of savings on behalf of our Mobile, AL clients … as well as chomping at the bit to help them on THIS year’s taxes. Truly, the more I take a look at this tax reform bill, the more I see opportunities … Read More

Five Common Retirement Strategy Mistakes We’ve Seen in Mobile, AL

Are DIY Taxes Truly Free For Mobile, AL TaxPayers?

DIY Taxes

If you watched any football over the weekend, you probably saw this year’s version of the popular tax software maker* touting “free taxes” or some such. Not only was the commercial fairly disturbing (it involves impalement of a person played as a joke), but the underlying message also leaves a little to be desired. *Name of said software maker withheld … Read More

Are DIY Taxes Truly Free For Mobile, AL TaxPayers?

Common Sense Taxpayer Information Security for Lindsey & Waldo, LLC Clients

Information Security

We’re gearing up for tax season around here, already beginning to help certain Mobile, AL clients get their returns ready for filing (yes, this early) when the IRS begins allowing receipt of electronically-filed returns on the 29th of this month. And while we have been doing so, we have heard some things I wanted to tell you about … You … Read More

Common Sense Taxpayer Information Security for Lindsey & Waldo, LLC Clients

Richard Lindsey’s 2018 Tax Preparation Checklist

tax preparation checklist

Yes, you *thought* 2017 was in the rearview mirror, didn’t you? Well, not for the IRS it isn’t. That’s because, as you probably know, we are now beginning the process of doing what we do best: effectively, legally, and ethically reporting our clients’ financial lives to the government for maximum savings — i.e., tax return preparation. And while the government last week … Read More

Richard Lindsey’s 2018 Tax Preparation Checklist

4 Goals To Jumpstart Your Financial Freedom In Mobile, AL In 2018

financial freedom

It feels VERY good to turn the page on 2017, doesn’t it? There were so many hard things that we faced as a nation that the opportunity to start fresh feels particularly bright this week. Obviously, and as I’ve already written about in some detail, we have a brand new tax regime under which we are NOW operating. The year-end … Read More

4 Goals To Jumpstart Your Financial Freedom In Mobile, AL In 2018

4 Key Year-End Tax Strategies With Tax Reform In Mind For Mobile, AL Taxpayers

tax strategies

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 that we don’t often get a “normal” holiday season, and this year is even more intense as we process all … Read More

4 Key Year-End Tax Strategies With Tax Reform In Mind For Mobile, AL Taxpayers

2018 Tax Reform Update And A Holiday Prayer from Richard

holiday prayer

Well, we seem to have a final tax plan in place, and if everything goes according to what Capitol Hill watchers say, it should pass both the House and Senate this week, and be signed into law by President Trump. And my, oh my, are there changes. One that I should point out to you, since I mentioned it last … Read More

2018 Tax Reform Update And A Holiday Prayer from Richard

Conventional Financial Advice May Not Always Be Best by Richard Lindsey

financial advice

Just to give you a little snapshot of why it’s taking so long to get tax reform done (and I know — you’re surely waiting with bated breath), consider this: under certain circumstances with the proposed reform, some people would face a marginal tax rate of over 100%. The WSJ did the analysis over the weekend, and it is correct by my reckoning. … Read More

Conventional Financial Advice May Not Always Be Best by Richard Lindsey

Lindsey’s Four Good Reasons To Give Charitably, Aside From Tax Deductions

give charitably

As I write this, the Senate has passed their version of the tax reform bill, and now we wait for the final version of the bill. The process isn’t yet finished (it needs to go through the “reconciliation” process, and the President needs to sign it), but we have some basic ideas about what’s to come for 2018. I’ll do … Read More

Lindsey’s Four Good Reasons To Give Charitably, Aside From Tax Deductions