Yearly Archives: 2012

The Insurance You Need for Common Winter Accidents Icy Road Driving

Traffic speeds slow as the temperature drops and winter begins. Most drivers are cautious on icy roads, which can look dry and secure, but be deceptively slick and dangerous. It’s important to travel carefully to avoid common winter accidents; however, some accidents can’t be prevented, so make sure you’re covered by automobile insurance that willContinue Reading

2012 Gift Tax Exemption and Exclusion Amounts

DISCLAIMER: Estate and Gift Taxes are an entire semester at law school and probably for your local accountant as well so this is just a brief introduction into the exemption amounts that are currently Available in 2012.  Even the Internal Revenue Service understands how complicated estate and gift taxes can be come so they haveContinue Reading

How I Prepare to Meet My Accountant

Up until I got married to The Wife I did my own taxes as they were straightforward!  A W2, a few bank accounts, an investment account and my student loans.  Then I bought a house and got married…that’s when my tax world became more complicated.  The Wife is an independent contractor, and as an independentContinue Reading

My Route To The Leisure Class

When the phrase “leisure class” comes to mind, most people picture private jets, large mansions, and vast family fortunes. They envision people who hold careers as an investment banker, surgeon, or tax lawyer. In short, the general conception is that the leisure class comprises an exclusive group and reflects an unattainable status. This is patentablyContinue Reading

Data Cleansing – How Clean can it get?

Your favourite espionage movie is likely to be full of tracking, monitoring and intelligence technology so sophisticated that it blows your mind to think it could actually be real.  The military and national security services do use this stuff and from that same toolset – credit agencies use data cleansing technology. Your B2C operation canContinue Reading

Never Assume Someone Has a Completed Estate Plan

In the past I have stressed that regardless if someone is with working with a professional that person’s testamentary intent should be the most important objective when planning his or her estate.  Recently, I have been seeing a trend that makes me believe that goal needs to be restated and tweaked a bit – TestamentaryContinue Reading