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Real World Strategy Notes
Lorman Distinguished Faculty Member

What You MUST Know About Health Care Tax (2014)

As much of the nation and world has been enjoying this holiday season, my team and I have been preparing for a season of a different kind — TAX season. And sure, we’ve certainly been pausing to meditate on the beauty of THIS season, but it just so happens to always coincide at the dawn […]

A Milwaukee Tax Accountant’s Take On Wiser Holiday Spending

So, in looking at the headlines this morning from my Milwaukee tax preparation offices, as I write (I often look there first for some inspiration for my weekly note), I’m struck: our nation and our world (and even the Milwaukee area) continue to feel like they are fraying at the seams. We all hate that […]

This Year-End Tax Plan Can Save You Hundreds

December is officially with us. It’s cold. And time is running out. By that I mean that we are ONE MONTH away from year-end. That’s one month away from doing anything positive to affect your tax burden (with the exception of IRA contributions and a few other various back-dating strategies that are allowed). So here’s […]

Thankful for the Journey at The Neal Group, LLC

Activity is relatively slow around here this week, and it always puts me in a meditative mood. Thanksgiving is nice because it’s not quite yet the “calm before the storm” which the December holidays represent (right before tax season, as they are). This is a week when I get to gear up … but I […]