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Real World Strategy Notes
Lorman Distinguished Faculty Member

Neal’s Top 11 Overlooked Tax Deductions for 2014

As I’m sure you’ve heard me say before, it’s a good idea to check the accuracy of those tax statements you receive in the mail. Well, on Friday the 20th (Friday afternoon being the perfect time for dumping this junk into the media), those of us who were paying attention found out that almost 1 […]

Jon Neal’s 5 Keys to Great Financial Communication in a Marriage

Before I get to the love stuff, we’re continuing to (loosely) track the saga of fraud detected from within the user base of TurboTax. Again, charity (and/or my lawyer) requires that I emphasize that the makers of the tax software seem to have done everything they possibly could to ameliorate the problem and respond well. […]

A Tax Pro’s Valentine

The tax world was roiling late last week over some fraud detected from within TurboTax. Here is the story: http://onforb.es/1DNkQot Essentially, the makers of the software detected a level of fraud occurring in state tax return submissions that made them decide to completely shut down submission of those returns for a period of time. Eventually, […]

Jon Neal Suggests You Don’t Just Pass Along Money …

We’re knee-deep in tax forms and legal documentation this week (with a nice little dash of healthcare forms thrown in, new for this year). Our families miss us (though apparently, according to the commercial last night, all will be forgiven if I purchase my child a Nissan Maxima), and we’re still in the first quarter […]