David Barnes’ 2019 Tax Documents List

David Barnes’ 2019 Tax Documents List

The new decade is finally in full swing.With big holidays the last couple weeks, you might be like me — this week is when the real work begins. The work of doing something NOW to start in on those goals for the year.As I recently wrote: it’s not about the...
David Barnes’ Annual Holiday Prayer

David Barnes’ Annual Holiday Prayer

Congress has been busy.They’re home for the holidays, but before they left, they passed a flurry of bills that you might be interested in.Oh, and yes … the House impeached the President. There is also that. I make no comment about that, but I DID want you...
How Year-End Giving Changes You by David Barnes

How Year-End Giving Changes You by David Barnes

We’re almost done with 2019, cue the fireworks. It’s been a tough year for many (including some of our clients), and you might be eagerly looking forward to that calendar change.Shoot, we’re about to set forth into an entirely new DECADE. It’s...
David Barnes’ Year-End Moves To Save on Your 2019 Taxes

David Barnes’ Year-End Moves To Save on Your 2019 Taxes

Only THREE weeks left in 2019, my friend.What will you do to finish strong?One good idea (if you haven’t yet done so), is to send me the answers to these questions by shooting us an email through the button at the top of the page.Your answers will help us to...