Category Archives: Personal Situation

My Journey’s Financial Update 5/29/2009

One of the main reasons I started this site was to keep myself accountable to anyone that was reading. Ironic part, is that when I started I probably had no one reading so it was an exercise in futility! After searching my archives I could only find one update this year – on March 4,

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 critiquing

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 January

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 are