Richard Lindsey Uncovers A Case of Misplaced Trust

Now is around the time when things begin to really crank for us around here. It’s the week which the IRS is opening up actual e-filing (as of Tuesday, the 20th), and many people have received all of their paperwork necessary for completing their returns. But there’s also a temptation that I hope you’ll resist. Sadly, my writing this could … Read More

Richard Lindsey Uncovers A Case of Misplaced Trust

Lindsey’s 2015 Tax Time Document Chase List

What happened last week in Paris was a horror show for those of us living in an ostensibly free society. Outrage, shock, argument — all of these things have been roiling through the last week, as we’ve watched. I’m sure you felt similar. And, well, life has a tendency to keep on pulling us along, even as we attempt to … Read More

Lindsey’s 2015 Tax Time Document Chase List

Richard Lindsey’s Prayer For The Holidays

I’m writing this on Monday morning, the 22nd, and many of our clients and friends are getting ready for a week of family and merriment, with a dash of stress thrown in. Perhaps especially this year, it’s clear that while the holidays are a time of joy for many, they can also be a time of pain for a significant … Read More

Richard Lindsey’s Prayer For The Holidays

What You MUST Know About Health Care Tax (2014)

As much of the nation and world has been enjoying this holiday season, my team and I have been preparing for a season of a different kind — TAX season. And sure, we’ve certainly been pausing to meditate on the beauty of THIS season, but it just so happens to always coincide at the dawn of our busiest time of … Read More

What You MUST Know About Health Care Tax (2014)

This Year-End Tax Plan Can Save You Hundreds

December is officially with us. It’s cold. And time is running out. By that I mean that we are ONE MONTH away from year-end. That’s one month away from doing anything positive to affect your tax burden (with the exception of IRA contributions and a few other various back-dating strategies that are allowed). So here’s a quick and dirty tax … Read More

This Year-End Tax Plan Can Save You Hundreds

Thankful for the Journey at Lindsey & Waldo, LLC

Activity is relatively slow around here this week, and it always puts me in a meditative mood. Thanksgiving is nice because it’s not quite yet the “calm before the storm” which the December holidays represent (right before tax season, as they are). This is a week when I get to gear up … but I do so by looking back. … Read More

Thankful for the Journey at Lindsey & Waldo, LLC

Richard Lindsey Reveals The Billionaire’s 4 Keys to Success

Well, after the midterm election results have settled for a while, I promised I would pipe in with my thoughts about what this means for tax policy moving forward. Here they are: … Yes, you read that right. Despite what may seem like a fundamental shift in the makeup of Congress (the Republicans taking over control of the Senate) and … Read More

Richard Lindsey Reveals The Billionaire’s 4 Keys to Success

Richard Lindsey Discloses The Starting Point For Tax Planning

Last week, I wrote to you that we would be giving some attention to “tax planning”. If you’re not entirely familiar with the term, it’s the process by which you make moves NOW (before year-end) that can pay off in significant savings by the time we actually fill out your tax returns for you in the winter or spring. Believe … Read More

Richard Lindsey Discloses The Starting Point For Tax Planning

Richard Lindsey’s Top 5 Ways to Confront Worries

First, I’d like to put out a little mini-fire that’s been raging on the interwebs a little: No — Federal tax refunds are NOT being delayed until October 15, 2015. Sometimes, satire is so close to what’s *actually* happened that it takes on a level of “truthiness” that gives it legs. That’s what happened here. An article from a website … Read More

Richard Lindsey’s Top 5 Ways to Confront Worries

Will, Trust, Or Nothing: Richard Lindsey Helps You Weigh Your Options

I’ve recently received some emails expressing confusion about the current estate tax situation, and implications for elderly parents. The facts are that many people will be caught uninformed about *exactly* what their options are for their families when they deal with caring for the elderly, esp. as it relates to their finances and estate. One of the biggest problems is … Read More

Will, Trust, Or Nothing: Richard Lindsey Helps You Weigh Your Options