Blog

Lindsey & Waldo’s thoughts on Healthy Skepticism in light of the 2020 Election
Believe it or not, we're very busy around here.While the nation's eyes are fixated on political things, we're spending our days working hard on behalf of our clients right here in Mobile (and beyond, of course), talking through tax-advantaged financial moves, entity...
Trump’s Tax Returns Are Not The Real Story by Richard Lindsey
Like many things political, one of the best ways to look at the tempest of the day is analytical bemusement. This is (always) especially true when it comes to tax issues. And I might have a take today that could surprise you. I am not interested in getting into...
Time To Dream With Your Friendly Mobile Tax Professional
With the passing of Justice Ginsburg 45 days before the election, we have officially entered the political crazy season. This -- on top of so much conflict surrounding public health measures. It is also in addition to all of the conversation around racial pain, the...
What Mobile Landlords And Tenants Should Know About The CDC Eviction Stay
Floating under the radar during so much NOISE the past couple weeks ... the CDC announced a halt to evictions for renters, and that starts THIS WEEK.I have some guidance today for you about what that means (and what it doesn't), but a couple other things first, before...
Labor Tax Updates By Richard Lindsey
Everything about this year since March has just felt a little ... off. And I mean aside from all of the cultural and political turmoil we're living through. The seasonality of everything feels different too. Pro sports are out of sync, "back to school" season surely...
How Mobile Taxpayers Can Lower Their 2020 Tax Bill
Finally, the IRS issued guidance on Friday evening about payroll tax deferrals. And, as we've been communicating ... this may not be a very helpful program for most Mobile taxpayers. In fact, it's actually up to employers (not employees) whether or not to withhold...
Controlling Your Tax And Financial Strategy In The Midst Of Chaos By Richard Lindsey
Still no guidance from the IRS about the payroll tax "holiday" (deferral), so it's extremely unlikely that your Mobile employer will be ready -- simply because the major payroll companies (Paychex, ADP, Gusto, and many others) don't have the answers to many...
How To Ensure Mobile Families Are Prepared For Chaos
Summer is nearing an end, but this has been no ordinary summer.Everywhere, parents are scrambling in the most unusual "back to school" season in memory. Fall sports are in limbo, and others (MLB, NHL, NBA) are operating in a weird Twilight Zone mode. Urban centers are...
Truth and Fiction About the Trump Payroll Tax Cuts For Mobile Taxpayers
Right now we're living through an age in which media trust has been thoroughly decimated. "Expert" authority itself is being questioned (in many cases, rightly), and misinformation is rampant.That's perhaps one of the reasons I've received so many visits to this...
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...
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...
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...