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Real World Strategy Notes

John Curtin’s Asset and Beneficiary Titling Guide (Part 2 of 2)

Last week, I started breaking down Batman’s estate here at our friendly Ellicott City, MD tax preparation business. Well, not really. But I am using the Wayne family as an illustrator to demonstrate what could happen if your assets are not titled correctly. Even if you do happen to have John Curtin in your corner [...]

Curtin’s Asset and Beneficiary Titling Guide (Part 1 of 2)

So, last week I posted information about keeping records for my Ellicott City, MD tax service clients … but I included no provision for how long to keep your phone records. But no worries on that front. It seems the NSA has got you (and everyone else) covered. (Hey, I’m not trying to minimize this [...]

Curtin’s Tax and Financial Recordkeeping Rules of Thumb

One of the secondary problems with this whole IRS scandal has been that it’s seeping my job as a Ellicott City, MD tax preparer even more into personal life: * “Hey John — call the IRS for me? I have some political enemies to persecute.” * “John, what are my chances for audit if I [...]

Curtin’s Rules For a Financially-Happy Marriage (Part 2 of 2)

Memorial Day is past us here in Ellicott City, MD and with the summer officially on — wedding season is upon us. And I have been thinking about happy young couples — and how best to send them well on their way. I’ve put together a two-part “Curtin’s Rules for a Financially Happy Marriage”, based [...]

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