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Important note: Information in these articles were deemed accurate by the author when written. The state of the art or law may have changed since the publication date. You must seek your own counsel to determine whether the law or its interpretation has changed, as well as the appropriate application to you and your situation of the information and ideas contained in these articles.
Issue #35 Winter 08-09
The wealth of individuals Part 3: investments move in "spurts." Above all, avoid losses.
Traditional-to-Roth conversions can be a great strategy even for Social Security recipients
An Austrian school of economics perspective on the crash
Issue #34 Fall 08
Economic Meltdown
The wealth of individuals Part 2:
Why low taxes on the "rich" is good for the "upwardly mobile"
Crony capitalism—not free markets—caused the economic catastrophe
Dear Barack
Dear John
Issue #33 Summer-Fall 08
The Medical Conundrum
The importance of flexibilty
Regulation is the problem; freedom is the cure
Ranking the U.S. 37th in the world is political propoganda
Issue #32 Summer 08
The wealth of individuals
The importance of stability
Save early and save often
Real estate hasn’t yet bottomed
Issue #31 Winter 07-08
Alcoholics get away with murder. How?
Are Health Savings Accounts better than IRAs?
Elder Abuse and other financial thuggery
Are reverse mortgages right for you?
Issue #30 Fall 07
Updates on contributions to retirement plans and health savings accounts
Real estate succumbs to perfect storm
Simplified recordkeeping simplified
Real tax brackets for low income earners
Issue #29 Summer 07
Pins in the real estate bubble
Lose a home, pay more tax
Real tax brackets for Social Security recipients
Prevent tax tragedy— call us!
Issue #28 Spring-Summer 07
Who are you?
Another good reason to be early
What tax bracket are you in?
Issue #27 Winter 06-07
High-income earner Roth strategy
Retiree-IRA-charity strategy
Low-income IRA strategy
How to take title to real estate
Lower tax rates increase tax collections
Issue #26 Summer-Fall 06
The Real Cost of Dinner
Say no! to deductions for underwear
Pop! goes the real estate bubble
Avoiding social security tax
Issue #25 May–Jun 06
Prop. 82 will fail in its objectives and exacerbate
California’s financial problems
Towards a better understanding of Roth IRAs
It’s deductible and saves zero tax. Huh?
Issue #24 Jan–Apr 06
Tax complification
Inherited IRAs and compound growth
Tax and financial myths and half truths
Issue #23 Nov–Dec 05
A worldwide mania
The bubble becomes obvious
Pros and cons of land investments
Private vs. government oil
Year-end planning opportunities
Issue #22 Sep–Oct 05
Real estate on the precipice
How the new Bankruptcy law could affect all of us
The Roth 401(k) and you
Congressman notices the AMT
Tax Myth of the Month: IRA confusion
Misleading financial advertising
Issue #21 Jul–Aug 05
A bubble about to burst?
The right tax isn’t always the best decision
Plunges in income require advance planning
The importance of curiosity
Issue #20 Feb–Apr 05
Health savings accounts and you
Income changes—up or down—require advance planning
‘04 and ‘05 maximum retirement plan contributions
Issue #19 Dec 04–Jan 05
Sales tax deduction revived
Liability for sales tax on Internet purchases
Telecommunications checklist addendum
Issue #18 Oct–Nov 04
Principled voting
A libertarian interventionist mulls over the election
Are California real estate prices at a peak?
Issue #17 Jan–Apr 04
Simplify your recordkeeping
A cure for the high cost of medical care
California government needs tough love
Understanding the Alternative Minimum Tax
Issue #16 Nov–Dec 03
Should you pre-pay April’s property tax?
Year-end donations
When capital gains and IRA withdrawals can be profitable
Issue #15 Sep–Oct 03
Marriage penalties - down, but not out
Tax benefits of children - a challenge in divorce
California’s mess and the recall
Make 25% on your IRA
Issue #14 Jul–Aug 03
New tax rates on everything p. 1-3
More great Roth IRA ideas p. 4-5
How to make the most of our services
Issue #13 Mar–Jun 03
Additional depreciation for some
Covert tax brackets: false advertising
Letting inflation do the work of Congress
Letters to Doug: does collective social mood determine events?
Issue #12 Jan–Feb 03
How to deduct cat food
Be prepared for tax season, extensions, IRAs and 1099s!
Letters to Doug: Should I sell my rental property? Plus, more on 529 plans.
Issue #11 Nov–Dec 02
Hope, Lifetime, ESAs and 529 plans: educational tax savings for everyone
Euphoria, happiness, credulousness, manias and hangovers
Hedging one’s bets in stocks and real estate
Dear Doug: when is “income averaging” beneficial?
The real story of Thanksgiving
Issue #10 Sep–Oct 02
The low-down on home office deductions
Answers to your questions--brand new “Letters to Doug” column
Gifts or incentives--tax court decision that may affect your business
Vehicles--donate or sell? What’s right for you?
Stock market graphs--still massively overvalued
Issue #9 Jul–Aug 02
Spotlight on retirement planning and retirees
Sensible gambling—what you never knew about Roth IRAs
Should you invest in a 401-K, Roth IRA or pay down debt?
Issue #8 May–Jun 02
The Challenges of Withholding—Why breaking even is so hard to do
Kinder, Gentler IRS? Here’s the scoop on upcoming IRS focus areas
Expected reductions in income require tax planning
Why paying tax now can be cheaper than paying later