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Winning at Life: Bill from Metairie Asked About Managing Social Security If You Are Self-Employed

Winning at Life title

Bill in Metairie is self-employed and hasn’t been claiming much income on his taxes throughout the years. Now, he’s concerned his Social Security check is paying the price.      

Winning at Life: Charles in Mobile Asked About Taxes in a House Sale

Winning at Life title

Charles calls in from Mobile to ask Gregory Ricks about the tax implications of selling a house that he’s lived in for less than two years. Jude Heath, the CPA of the Total Wealth Authority, adds to the guidance from an accounting perspective.    

Howard in Metairie: Advantages of using a Trust to Pass Along your Assets?

Wes Blanchard

Our Estate Planning Attorney Wesley Blanchard helps Howard from Metairie understand the advantages of using a Trust to pass along his assets.

Winning at Life: Bar Tab Metaphor for Trump Tax Reforms

Winning at Life title

Gregory Ricks and James Parker review a metaphor about splitting up a bar tab that tries to illustrate the similar nature of President Trump’s tax reform. White House Press Secretary Sarah Huckabee Sanders tells the parable to the media at a press conference, so how accurate is the comparison?

How to Take Advantage of Tax Reform Before Year’s End

Jude Heath CPA of the Total Wealth Authority

by: Jude Heath CPA 6 tax savings ideas to consider before year’s end 1. Pay your 2018 property taxes early If your state and local taxes will be greater than $10,000, pay the excess by December 31st, leaving $10,000 to deduct in 2018. 2. Make an extra mortgage payment Make your January mortgage payment in
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