Category Archives: Personal Situation

How Should I handle “Alternative Income” Opportunities when Friends and Family are Involved?

How Should I handle “Alternative Income” Opportunities when Friends and Family are Involved?

As I have explained in my “About” Section I passed the New York State Bar Exam (getting admitted next week) and have been employed as the Director of Financial Planning for a wealth management firm for the past 2 years. Part of my job entails reading testamentary documents (think Wills and Complex Trusts) and critiquingContinue Reading

Applying for the Coolest Volunteer Position Ever! Internal Revenue Service Advisory Council

I read a post today on the Tax Policy Blog which now has me applying for the coolest position ever. Be forewarned, this position is only cool for finance and tax tools. Apparently the IRS is accepting applications for membership in the Internal Revenue Service Advisory Council (IRSAC) for a three year term beginning JanuaryContinue Reading

My Last Income Tax Update (hopefully)

My Last Income Tax Update (hopefully)

I have given the readers of this blog an insight into my taxes, so I felt the need to give a conclusion to my income tax “situation” (yes, it has been upgraded to a situation).  These past updates include: Meeting my CPA Tomorrow – What should You Bring when Meeting with your CPA? Taxes areContinue Reading

Happy Easter

I have mentioned at some point that while I am not really super religious, I am Greek Orthodox and Today is Greek Easter! I have to have at least ONE Greek reader so I figured I’d say Happy Easter and Christos Anesti! Why is Greek Orthodox Easter a Different Date than Western Christian Religions (RomanContinue Reading

Where is my 2008 Tax Refund?

Check the status of your Federal Refund with the IRS’ “Where’s my Refund” I had previously discussed meeting with my accountant, why I wasn’t a huge fan of my account and receiving the news of my New York & Federal income tax refund.  Well its been a while, or at least it feels like aContinue Reading