Tom O'Rourke

Internal Revenue Service sign with a traffic signal in the foreground indicating a red light.

Gift cards for the IRS? Probably not!

The IRS has been publishing “the Dirty Dozen” for much of the past twenty years in an effort to advise taxpayers and tax preparers of scams and schemes…

Federal Report

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Today’s subject: Irrevocable trusts … zzzzzz

Federal Report

Changes in the Tax Law – What to Know for 2022

For Your Benefit

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When ‘no plan’ is your plan

Suppose your charming but kind of flaky son or granddaughter inherited a large sum of money, maybe as much as six figures, as soon as this month?

Federal Report

What's Your Plan for Retirement. small wooden board with chalk on the table

Don’t forget to file: Avoiding an audit

If you haven’t done your taxes yet, no problem. There’s still plenty of time. If you are planning not to pay your taxes, that is a problem.

Federal Report

Good at putting things off? Here’s the last checklist you’ll ever need!

Federal Report

Nobody likes to think about dying. But it happens and if you don’t do some advance planning it can cause even more longer lasting pain and grief.

Tom O'Rourke

Gift cards for the IRS? Probably not!

Today’s subject: Irrevocable trusts … zzzzzz

Changes in the Tax Law – What to Know for 2022

Time for a reality check

Changes in the Tax Law – What to Know for 2022

So you have an estate: Now what?

Don’t hide, or lose, your estate!

Avoiding the IRS’ you’re-being-audited club!

First rule of estate planning: Have an estate!

The millionaire in the mirror!

The end is near! So, what’s for lunch?

When ‘no plan’ is your plan

Don’t forget to file: Avoiding an audit

Good at putting things off? Here’s the last checklist you’ll ever need!