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Richard Lindsey’s Top 2024 Financial Strategies

Richard Lindsey’s Top 2024 Financial Strategies

The official tax season start date has landed—JANUARY 29th. That’s next week.This is your cue to start gathering everything you need for your tax appointment. (Speaking of… have you booked yours with us yet? It’s early so there are still plenty of spots open, but...

Tax Appointment Musts for Mobile Clients

Tax Appointment Musts for Mobile Clients

Playoff season in the NFL is always action-packed. Add crazy weather and things get even more interesting. Kansas City fans shivered their way through sub-zero temperatures — the 4th coldest game in NFL history — and the Bills/Steelers game was rescheduled thanks to a...

5 Year End Tax Strategies for Mobile Taxpayers

5 Year End Tax Strategies for Mobile Taxpayers

As a parent, you know that having kids ain’t cheap. Shelling out for Christmas gifts serves as another excellent reminder that a significant part of your income isn’t for you. Though, if you’re prone to buying in bulk to get your family fed, you could get a...

How the 1099K Delay Affects Mobile Taxpayers

How the 1099K Delay Affects Mobile Taxpayers

Coming out of the Thanksgiving fog yet? I think there are still a few leftovers in my fridge from Thursday’s meal that might end up in the waste bin… I’ve had my fill of leftovers.Or maybe you chose to forego leftovers altogether and stay light for your Black Friday...

Thanksgiving Cues for Every Mobile Person

Thanksgiving Cues for Every Mobile Person

I love Thanksgiving. I don’t love Thanksgiving. Both are equally true. A lot of it comes down to sharing a meal with our Mobile family and friends. There’s something special about getting to gather at the dinner table and express gratitude for a roast turkey and...

Richard Lindsey’s Guide to Divorce and Taxes

Richard Lindsey’s Guide to Divorce and Taxes

We’re not the only ones who can get festive this time of year. In the spirit of giving, the IRS recently released important updates for the 2024 tax year to adjust for inflation. They’re increasing the Standard Deduction — up to $29,200 for married...