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Thursday, January 25, 2007. Charitable Giving A Smarter Way. Most taxpayers understand the tax benefits of charitable giving. Subject to limits of as high as 50% of income, charitable contributions are fully deductible as itemized deductions. However, many taxpayers don’t realize there’s even more tax savings to be wrung from charitable contributions. Where possible, contributions should be made of appreciated property stocks, mutual funds, real estate, etc. rather than cash. Why? Posted by Sherman L....

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CPAMoney | cpamoney.blogspot.com Reviews

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Thursday, January 25, 2007. Charitable Giving A Smarter Way. Most taxpayers understand the tax benefits of charitable giving. Subject to limits of as high as 50% of income, charitable contributions are fully deductible as itemized deductions. However, many taxpayers don’t realize there’s even more tax savings to be wrung from charitable contributions. Where possible, contributions should be made of appreciated property stocks, mutual funds, real estate, etc. rather than cash. Why? Posted by Sherman L&#46...

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CPAMoney | cpamoney.blogspot.com Reviews

https://cpamoney.blogspot.com

Thursday, January 25, 2007. Charitable Giving A Smarter Way. Most taxpayers understand the tax benefits of charitable giving. Subject to limits of as high as 50% of income, charitable contributions are fully deductible as itemized deductions. However, many taxpayers don’t realize there’s even more tax savings to be wrung from charitable contributions. Where possible, contributions should be made of appreciated property stocks, mutual funds, real estate, etc. rather than cash. Why? Posted by Sherman L&#46...

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cpamoney.blogspot.com

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CPAMoney: December 2005

http://cpamoney.blogspot.com/2005_12_01_archive.html

Thursday, December 22, 2005. Out with the old, in with the new. It's time to consider 2006 and what you're going to do differently. Here are my suggested resolutions for investors who want to be on the road to growing and preserving wealth. Find a coach who is truly on your side. Would you do brain surgery on yourself? Have a professional wealth management advisor working for you to plan the road to wealth. Invest for total returns. Update your will and ensure you have adequate insurance. Tuesday, Decemb...

2

CPAMoney: September 2005

http://cpamoney.blogspot.com/2005_09_01_archive.html

Wednesday, September 28, 2005. Hedge Funds - We're Off to See the Wizard! A recent WSJ article ("Race to Rate Hedge Funds Begins in Heavy Fog," September 28, 2005; Page C1) set me off on my regular rage against hedge funds. The article's author, Scott Patterson, was just reporting the news, but the whole subject gets me going. So, here's my rant, set to quotes from the Wizard of Oz. Now you go feed those hogs before they worry themselves into anemia! Professor Marvel never guesses. He knows! Well, they'r...

3

CPAMoney: The Danger of Simplified Projection Techniques

http://cpamoney.blogspot.com/2006/10/danger-of-simplified-projection.html

Wednesday, October 18, 2006. The Danger of Simplified Projection Techniques. In my last post I reviewed The Number, a wonderful book that will help you understand the issues in arriving at your own number. It's been interesting to read the book's reviews on Amazon.com. So many of the readers/reviewers really miss the point of the book. The author of "The Number" never intended the book to be a "how-to" on projecting one's retirement needs. It's not about formulas and projections. Not on this planet.

4

CPAMoney: Dow 12,000. What Happened to All of the Fear?

http://cpamoney.blogspot.com/2006/10/dow-12000-what-happened-to-all-of-fear.html

Thursday, October 19, 2006. Dow 12,000. What Happened to All of the Fear? So, we finally did it. The Dow attained that lofty, never-before-attained level of 12,000 ( Dow Finishes Above 12000, WSJ, 10/19/06. Now we can all get back to our regularly scheduled programming. My advice to the client? Many times the best strategy is to do nothing. You're better off kicking the cat than kicking yourself later. Posted by Sherman L. Doll, CPA/PFS at 5:03 PM. Financial and investment ideas from Capital Performance ...

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CPAMoney: Acting in Your Best Interests

http://cpamoney.blogspot.com/2006/11/acting-in-your-best-interests.html

Sunday, November 05, 2006. Acting in Your Best Interests. Most logical and reasonable people take actions that are in their best interests. They avoid unnecessary risks like using a blow dryer in the bathtub and smoking while filling the lawnmower with gas. And, those same people typically seek out and engage other persons where their best interests are optimized. How can one be sure that a financial advisor has a client’s best interests in mind? Will you sign the Fiduciary Oath below? Who wouldn’t want ...

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Help children manage anxiety, anger, depression, hyperactivity, family conflicts or stressful life events. Help people with various problems bring about personal changes that will improve their lives. The Clinic of Applied Psychology provides a range of services to businesses. Our Random Acts of Kindness Challenge has Begun! Our Random Act of Kindness Challenge is in full swing! I made a handmade card for a friend to celebrate her achievement. My colleague’s husband came to our parking lot at work to cle...

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Thursday, January 25, 2007. Charitable Giving A Smarter Way. Most taxpayers understand the tax benefits of charitable giving. Subject to limits of as high as 50% of income, charitable contributions are fully deductible as itemized deductions. However, many taxpayers don’t realize there’s even more tax savings to be wrung from charitable contributions. Where possible, contributions should be made of appreciated property stocks, mutual funds, real estate, etc. rather than cash. Why? Posted by Sherman L&#46...

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