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Bill Bourbonnais

When “Fair Share” Sounds Like “Find the Exit”

January 6, 2026 by Bill Bourbonnais

Raising taxes on the rich is usually a party trick politicians pull out when they want applause, not when they actually plan to do it. Lately, though, some of them are dusting it off again, and high earners are reacting the same way people do when the waiter raises an eyebrow and says, “So . […]

Filed Under: IRS, taxes Tagged With: BusinessPlanning, CaliforniaExit, FinancialStrategy, HighEarnerMoves, NYCTaxes, RelocationRisk, ResidencyRules, TaxSmart, TaxStrategy, WealthTax

Fetch is Not Going to Happen

December 31, 2025 by Bill Bourbonnais

This time of year, most tax pros are gearing up for yet another season preparing returns. But it looks like Tax Season 2026 might come with a new kind of tail-wagging drama. A New York attorney named Amanda Reynolds has taken a big bite out of the Internal Revenue Service, asking a federal court to […]

Filed Under: IRS, taxes Tagged With: AuditProof, CanineCourt, FinancialPlanning, GoldenRetriever, IRS, PetDeductions, SmallBusinessTax, TaxHumor, TaxStrategy, taxtips

The Saddest Little Tax Plan on the Lot

December 17, 2025 by Bill Bourbonnais

Every December, A Charlie Brown Christmas shows up and reminds us that nothing has really changed since 1965. We’re still stressed. We’re still distracted. We still think the answer to our problems is buying one more shiny thing. (Maybe painted pink!) And we’re still weirdly confident that if we just try harder, this year will finally feel like Christmas.

Filed Under: IRS, Limited Liability Company, Retirement, taxes Tagged With: avoid the audit, business strategy, Charlie Brown, December deductions, real talk taxes, small business finance, tax planning, tax season, tax smart moves, year-end taxes

Your Taxes, Unwrapped

December 10, 2025 by Bill Bourbonnais

It’s that magical time of year when Spotify pops with your annual “Wrapped” report, tracking every minute of music you’ve listened to all year, and cheerfully announces, “We’ve been watching you.” (If you don’t already know it, think of Spotify Wrapped as the rhythm section for Big Brother.) And somehow, instead of being creeped out, […]

Filed Under: Uncategorized Tagged With: proactive tax strategy, small business tax tips, Spotify Wrapped for taxes, tax planning, tax savings, year-end tax planning

Welcome to the Ozempic Economy

December 2, 2025 by Bill Bourbonnais

If you’ve noticed that Santa and his elves look a little slimmer this year, it’s not your imagination. Weight loss drugs like Ozempic, Wegovy, and Zepbound have become so popular that economists are now tracking what they call the Ozempic Economy. When a diabetes medication becomes a lifestyle trend powerful enough to move airline stocks, clothing companies, and grocery chains, you know something interesting is happening. And as always, there are tax angles hiding in all this too.

Filed Under: Uncategorized Tagged With: BusinessWellness, EmployeeBenefits, HSADeductions, IRSWatch, MedicalExpenses, OzempicEconomy, SmallBizTaxTips, TaxStrategy, WeightLossTax, WellnessEconomy

A Charlie Brown Tax-Giving

November 25, 2025 by Bill Bourbonnais

For most families, Thanksgiving means gathering around a perfectly roasted turkey, sharing gratitude, and trying to avoid discussing politics or crypto. But in A Charlie Brown Thanksgiving, things are a little more “improvised.” Instead of turkey and stuffing, the Peanuts gang ends up with toast, popcorn, pretzel sticks, and a side of existential confusion. And honestly? That makes it a pretty realistic holiday picture. Because whether you’re cooking a turkey or prepping a tax plan, life serves up whatever’s in the pantry. Charlie Brown’s holiday feast is basically a metaphor for the final weeks of tax-planning season. It’s messy, it’s chaotic, and half the participants assume someone else is doing the hard work. If that isn’t December tax planning, I don’t know what is.

Filed Under: Uncategorized Tagged With: business tax tips, December deductions, financial planning, IRS deadlines, last-minute taxes, small business tax, tax, tax planning, tax pro life, tax reduction, tax savings, tax strategy, taxes, year-end strategy

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