Volume 1, Issue 20    
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The Trucker Tax Letter
"We don't just "do" your taxes, we CUT them"

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Our Thank You to You!

Preparing For Financial Storms
"Life is either a daring adventure or nothing. To keep our faces toward change and behave like free spirits in the presence of fate is strength undefeatable." - Helen Keller
The peak of the September hurricane season has been remarkably quiet.
"As we reach the historical peak of the Atlantic hurricane season, there are no active hurricanes in the Atlantic or the Pacific basins."

That's great news for our trucking friends on the Eastern seaboard.   

However, there are other storms that can be seen on the horizon. And this is ALWAYS the case, regardless of the world economic outlook -- because for every Jane Smith who has shored up her finances for whatever may come, there is a John Smith next door who has not.
This Fall Is Burning Up
We're hurtling towards the October 15th extension return deadline around here, and getting ready for tax "season" as we do. Waiting on Congress for some decisions and just enjoying what the fall brings each year. But there's still a seasonal "problem" which I'd like to address...   

You see, many of our trucking friends wait until the late winter or early spring before they look at their tax obligations. Even worse, they wait until that season before they speak with their professional in any kind of pro-active way.

That's a problem, and it could be costing you some serious savings. Here's an example:

Let's say that you were considering taking money out of a pension (401k) to finance the down payment on a house. It's quite a common maneuver. But let's say next that you do this withOUT discussing it ahead of time with a professional. That could be a four (or five) figure mistake.
     Read more 
From Your Friend, Dennis Bridges
No Annoying Tax Lingo... Just Straight, Easy-To-Follow Expert Advice!
Something New

Sometimes a second career is forced upon you by a layoff or relocation. For many people, though, it's a positive choice brought on the opportunity to try something different, perhaps after retirement. As someone who has successfully started and
managed a nice little business, here's some advice...
Study your market. Before starting a business knitting hats for poodles (for example), do some research to make sure people are really willing to pay for what you want to do. You don't want to sink your savings into a business that's not likely to go
How To Ensure Your Tax File Isn't Scary! 
Believe it or not, now is the time to start making sure that you'll be ready for 
a few months from now, and tax time is upon us!

Here's some basic things to keep in mind:

Generally speaking, you should keep any and all documents that may have 
an impact on your federal tax return. Individual taxpayers should usually 
keep the following records supporting items on their tax returns for at least 
three years:

* Bills, Credit card and other receipts

* Invoices, Mileage logs 

   Read more 

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