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Cultivating Gratitude for Thanksgiving 2020 in Surprise AZ

Cultivating Gratitude for Thanksgiving 2020 in Surprise AZ

I think we all need this week. 2020 has been *so hard*, for so many in Surprise AZ (and far beyond!). And it’s not over yet — from continued electoral fighting, to spikes in virus cases and increased governmental restrictions all over the place, and (of course) the murder hornets. But with the inexorable passing […]

Jeff Baugus’ Tax-Wise Charitable Giving Strategies

Jeff Baugus’ Tax-Wise Charitable Giving Strategies

Fatigue. Lockdowns, election politics, masks — we THOUGHT we might be done with these things by now … but nope. And I bet you’re tired of it all. Most Surprise AZ people are, aside from the zealots on every side. And I get it. That doesn’t mean these things aren’t important (they obviously are), but […]

Jeff Baugus’ Seven End of Year Tax Planning Strategies

Jeff Baugus’ Seven End of Year Tax Planning Strategies

Here we are, a week past the election, and it’s looking like the year 2000 all over again, with a long, drawn-out process until there is final certification of this election. Back then, it took a full five weeks for all of the legal process to play out. Hopefully, by the end of this process, […]

Tax Beacon, LLC’s thoughts on Healthy Skepticism in light of the 2020 Election

Tax Beacon, LLC’s thoughts on Healthy Skepticism in light of the 2020 Election

Believe it or not, we’re very busy around here. While the nation’s eyes are fixated on political things, we’re spending our days working hard on behalf of our clients right here in Surprise AZ (and beyond, of course), talking through tax-advantaged financial moves, entity formations, retirement options, and more. Simply put, we’re here for you, […]

Effective Financial Documentation Strategies for Surprise AZ Taxpayers

Effective Financial Documentation Strategies for Surprise AZ Taxpayers

A few timely things to get to, before I offer you my thoughts on a good task for you to do this week… First of all, the IRS has apparently caught up on processing their backlogged mail that stacked up during COVID closures. Or, well enough, they say. That means that they are now resuming […]

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