Now Is The Time For An Estate Plan For Mobile Taxpayers

Right now, it’s almost impossible to escape the conflict, the noise, and the shaming over various cultural decisions we’re having to make. Lockdowns, schooling, more economic stimulus, elections, vaccines — it’s all enough to drive you crazy if you pay close attention. And here at Lindsey & Waldo, LLC, because we get to serve Mobile families and individuals from every … Read More

Now Is The Time For An Estate Plan For Mobile Taxpayers

Richard Lindsey’s Guiding Principles For Teaching Kids About Money

However you slice it, the schooling situation right now is tough, with no good options. If you are vehemently in favor of full-on school … well, compassion would dictate that you would recognize that others are having more difficulty with that, for caution’s sake or for whatever other reason. Compassion doesn’t mean bullying, as I recall. And if you are … Read More

Richard Lindsey’s Guiding Principles For Teaching Kids About Money

Reflections On The Extended Tax Season By A Local Mobile Tax Professional

I remember at the end of April 2019 that I felt like it had been one of the wildest tax seasons in memory. The TCJA (“Trump Tax Code”) had thrown a ton of curveballs our way, and we were looking forward to implementing tax planning strategies for our Mobile clients with an entire year under our belts. And we did, … Read More

Reflections On The Extended Tax Season By A Local Mobile Tax Professional

The End of Tax Season, Estimated Taxes, And Unemployment Compensation by Richard Lindsey

I’m still emotionally adjusting to the fact that we just went through 4th of July weekend … and “tax season” is STILL GOING. I’m thankful for it, because I also know that extending the deadline during this wild, intensely difficult year (for so many) was a rare offering of grace from the IRS for Mobile taxpayers. Even if it has … Read More

The End of Tax Season, Estimated Taxes, And Unemployment Compensation by Richard Lindsey

Richard Lindsey’s To-Do List If You Can’t Pay All Your Taxes

Some of our Mobile, AL clients are STILL pulling their paperwork — which is understandable during this donkey of a year, and with all of the new complications. But sadly, ye olde IRS isn’t extending any payment grace in a couple weeks. (I say “sadly”, but here at Team Lindsey we may or may not be champing at the bit … Read More

Richard Lindsey’s To-Do List If You Can’t Pay All Your Taxes

Why Procrastination Makes Sense in 2020 For Mobile, AL Taxpayers

We’ve had impeachment votes, worldwide pandemics, quarantine-like lockdowns (for the healthy), public police brutality, widespread protests, intense riots, MURDER HORNETS, statues falling, social media anger and now we have a drunken and murderous monkey to top off our 2020. What’s worse —  the year isn’t even halfway over yet. And there are plenty of other things that we could have … Read More

Why Procrastination Makes Sense in 2020 For Mobile, AL Taxpayers

Is Your State Broke? Richard Lindsey Analyzes State Tax Revenue Sources

With national events continuing as they are, here at Lindsey & Waldo, LLC, we’re finding ourselves locking into “go mode” … again. It’s unusual for us to be in this mode smack in the middle of June, but this year has not been … usual. This is because the tax deadline (July 15th, 2020) is barrelling at us. Many of … Read More

Is Your State Broke? Richard Lindsey Analyzes State Tax Revenue Sources

Financial Mindset Management for Our Mobile, AL Tax Clients

Based on the history of events over the course of the last few decades (both here in Mobile, AL and beyond), you might have thought that world events would have slowed down in the last week — that there could begin to be some sense of normality. But no. This isn’t a normal time in our nation. It’s not a … Read More

Financial Mindset Management for Our Mobile, AL Tax Clients

Which Stimulus Payments Are Taxable (and Which Aren’t) For Mobile, AL Taxpayers

All over our nation, we’re seeing pain. It’s overwhelming, as someone who has to communicate to a broad base of Mobile, AL clients, to even articulate meaningful words about everything that is happening. So … I’m just doing what I can to sit in the pain of it all with my friends, and not try to brush past it. I … Read More

Which Stimulus Payments Are Taxable (and Which Aren’t) For Mobile, AL Taxpayers

The Important Details of Mortgage Forbearance For Mobile, AL Taxpayers

Here we are, just out of perhaps the oddest Memorial Day weekend in memory. The summer is here! But it feels like much of our country is still mired in winter. And that feels like it is still the case, no matter the hints of progress against this virus, and no matter the steps taken towards reopening you might be … Read More

The Important Details of Mortgage Forbearance For Mobile, AL Taxpayers