Blog
Forney’s Year-End Guide to Paying Less Taxes
When scrolling my social feeds, if I come across a Christmas countdown post, I sometimes have to purposefully slow my breathing. For Castle Rock tax and financial pros like me, this season also shouts: deadlines, deadlines, deadlines. Also, yes … happy holiday things...
The New U.S. Congress: What’s Ahead for Castle Rock Taxpayers
After a U.S. Congress election – regardless of your political perspective – within the results there is always a little bit of the productive, the unproductive, and the stalemate. Sometimes things work in your favor as a faithful Castle Rock taxpayer. Sometimes,...
David Forney’s Thoughts on Finding Joy In Life
Wow, am I the only one who turned around and suddenly found the holidays have already planted themselves on my doorstep? No? Oh. Well… At this time of year, it seems like I always find myself saying, It’s been a crazy year like a proverbial broken record. But, it...
When Disaster Strikes Castle Rock Taxpayers: Casualty Loss Deduction
Well, if you had an account with FTX, you very well might be in some financial difficulty. To a certain segment of our Castle Rock clients, this is a BIG deal. As such, I'll have more thoughts in the following weeks as things become more clear. But the "good" news is...
Castle Rock Borrowers Be Wary of These Student Loan Forgiveness Scams
Before I dive into those scammers (one of my favorite topics – simply because I love SAVING Castle Rock people from these criminals), some good news on the “The IRS Might Not Be a Total Dumpster Fire in 2023” front. Maybe. Because a few days ago, the IRS achieved one...
A Tax Documentation Backup How-to for Castle Rock Filers
First, let’s discuss the elephant in the room: the mid-term elections. Depending on when you’re reading this, they might be underway in your Castle Rock precinct, they might be already in the rearview, they might not even have raised themselves to the level of your...
Multi-Generational Caretaking Tax Planning for Castle Rock Families
One of the trends of recent years has been a rise in multi-generational living. Whether it's for economic or health reasons, when Mom and Dad or other, older members of the family move in, there are important things to keep in mind as it relates to maintaining your...
Tax-Wise Charitable Giving Strategies From Mobile Tax
It's a good idea to take your internal temperature and do whatever you need to do to get to a place of focus, amidst all of the national and global distractions that continue ad infinitum. Many of our Castle Rock clients are under enormous pressure for one reason or...
Mobile Tax’s Top 5 List of Potentially Fatal Business Mistakes
There is a difference between income and wealth. Tax returns aren't about wealth -- they're about "income", and how that is defined. Business owners and real estate investors have access to powerful tax advantages that wage earners do not ... and wage-earners probably...