Broker Check


What’s on my mind? You can read about it in my blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, I may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Thursday, December 1, 2016

Effective with 2016 1099 forms due in 2017, the IS has eliminated the correction period between providing the forms to payees and filing with the IRS. Previously, forms could be filed with the IRS as late as April, giving filers an...


Saturday, November 19, 2016

Any change in Presidential Administration brings the possibility, indeed the likelihood, of tax law changes and the election of Donald Trump as the 45th President of the United States is no exception. During the campaign,...