The IRS is set to begin receiving tax returns on the 27th. That means, it’s about to get VERY busy around here. Which is exactly how we like it. We’ve been preparing since the summer for this year’s tax return process, integrating all of the nuggets we’ve been unearthing within the “new” (as of last year) tax code that … Read More
2019 Tax Planning and Almost Completely True Facts About Richard Lindsey
Yes, here I am again — and yes, I know the W-2’s haven’t arrived, and you might not have begun to really think about little ol’ Richard Lindsey and your taxes yet. But today I want to offer you some reasons why … well, you should. In fact, there are LOTS of good reasons. For instance: get your refund sooner. … Read More
Richard Lindsey’s 2019 Tax Documents List
The new decade is finally in full swing. With big holidays the last couple weeks, you might be like me — this week is when the real work begins. The work of doing something NOW to start in on those goals for the year. As I recently wrote: it’s not about the goals … intentions backed up by ACTIONS are … Read More
Richard Lindsey’s Guidelines for Setting Financial Goals You Can Keep
Just like last week, this week straddles the holidays, and so regular routines are still a little choppy, probably, for you. And here at Team Lindsey & Waldo, LLC, we’re working HARD on end-of-year moves for various Mobile, AL clients, as I write this, knowing that EVERYTHING changes on Wednesday of this week (which might already be past by the … Read More
Richard Lindsey’s Annual Holiday Prayer
Congress has been busy. They’re home for the holidays, but before they left, they passed a flurry of bills that you might be interested in. Oh, and yes … the House impeached the President. There is also that. I make no comment about that, but I DID want you to see these provisions that had been set to expire (but … Read More
How Year-End Giving Changes You by Richard Lindsey
We’re almost done with 2019, cue the fireworks. It’s been a tough year for many (including some of our clients), and you might be eagerly looking forward to that calendar change. Shoot, we’re about to set forth into an entirely new DECADE. It’s as good a time as any to consider making some serious shifts in your atmosphere. If nonprofit … Read More
Richard Lindsey’s Year-End Moves To Save on Your 2019 Taxes
Only THREE weeks left in 2019, my friend. What will you do to finish strong? One good idea (if you haven’t yet done so), is to send me the answers to these questions by shooting us an email through the button at the top of the page. Your answers will help us to know whether there is something *we* can … Read More
Richard Lindsey’s Nine Key Questions That Could Affect Your 2019 Tax Bill
Well, here we are into December, the final month of 2019 — and the final month of this DECADE. A lot sure has changed, for you, for me, and for the world. But before we wax too retrospective, let's sit where we are for a bit. The December holidays are upon us. And it's also the time for another kind … Read More
Happy Thanksgiving 2019 from Lindsey & Waldo, LLC to your family
Imagine … You are ripped from your childhood home while young and trafficked across the ocean to a country where you don’t speak the language. You are sold to practitioners of a religion that you don’t understand, and there is no apparent possibility of return. Imagine … You are quietly going along with your life, worshipping God the way you … Read More
How Mobile, AL Taxpayers Can Avoid Fake Charities
Is the holiday season indeed “the most wonderful time of the year”? One could make a strong argument. However, for every gift we receive there are 10 or so emails asking us to give to a cause. Whether online or via snail mail, charitable organizations capitalize on the season’s tax-reducing giving benefits. No one can blame these organizations — it’s … Read More