Partners' Network

Records to Get Rid of, Fiscal Cliff Diet and Some Checklists


I normally post on Tuesdays and Thursdays, but skip it if it is a holiday. This week I planned on only posting on Thursday, but I received many calls and emails asking me about my usual year end blog about what records to keep or get rid of, so this blog today. I also added links to other blogs that seem appropriate for the end of the year, or beginning of a new year. Click away!

I posted an updated blog about what records to keep or get rid of earlier this month on the Bottom Line Inc. site, and here is a link for you: https://bottomlineinc.com/blogs/pay-less-tax-man/how-long-keep-financial-records. While there, you can check out my other tax blogs and also the many cool blogs others post there, and you can sign up to receive them as posted for no charge. The tax blogs are usually written with Brian Lovett, my partner who is also my primary go-to person with tax issues.

Click away at this short and sweet blog, and may 2019 be a sweet year of calm peace and good health for you, your family and everyone dear to you.

Do not hesitate to contact me with any business or financial questions at [email protected] or fill out the form below.


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