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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

Taxes, with Salt and Lime

May 6, 2025 by Bill Bourbonnais

Americans are great at taking perfectly serviceable holidays and turning them into excuses for parties. On Super Bowl Sunday, millions of Americans who couldn’t tell you the difference between a safety and a concussion protocol guzzle one-too-many beers with their chicken wings. A month later, on St. Patrick’s Day, millions of Irish-for-a-day drinkers belly up to their favorite fake Irish bar to down pints of Guinness and shots of Jameson. Next on the calendar is Cinco de Mayo, when all those same St. Paddy’s fans become Mexicans for a day to down bottles of Corona and pitchers of margaritas. (We can’t wait to see what the hospitality industry dreams up when they discover Talk Like a Pirate Day lurking on the September calendar.)

Filed Under: taxes Tagged With: battle of puebla, benito juarez tax reform, cinco de mayo and taxes, creative tax planning, financial storytelling, historical tax policy, napoleon III mexico, small business tax tips, tax history, tax reduction, tax savings, tax strategist blog, tax strategy, writeoff

Friends, Romans, Taxpayers

April 22, 2025 by Bill Bourbonnais

The world’s first tax, imposed 3,000 years BC, was called the “heqat,” and it required farmers to pay 20% of their harvest to the pharaoh. Given what we know about human nature, we can assume the first efforts to avoid the heqat began around 2,999 BC. Thus began a fiscal arms race that persists until today.

Filed Under: taxes Tagged With: tax, tax reduction, tax savings, tax strategy, taxes, taxpolicy, wealth tax

Follow the Bouncing Ball

April 1, 2025 by Bill Bourbonnais

For decades, Republicans have been the party of tax cuts. But now, those at the top of the financial food chain may find themselves in for a surprise that reflects the Republican party’s evolution from the party of the rich to the party of the working class.

Filed Under: tax cuts and jobs act, taxes, TCJA Tagged With: IRS, tax, tax reduction, tax savings, tax strategy, taxes, taxpolicy, wealth tax

Top 10 Words That (Sort Of) Rhyme With “Tax”

February 26, 2025 by Bill Bourbonnais

Late-night talk show host David Letterman delighted audiences with his wry, subversive “Top Ten” lists for an impressive 33 years. Since he left his show, BuzzFeed has taken over the listicle game. So here, in their honor, we present The Top 10 Taxing Words That (Sort Of) Rhyme With “Tax.” Drumroll, please!

Filed Under: taxes Tagged With: IRS, tax, tax reduction, tax savings, tax strategy, taxes, taxpolicy

“Don’t Drive Angry!”

February 5, 2025 by Bill Bourbonnais

Three hundred sixty-four days out of the year, Punxsutawney, Pennsylvania is a sleepy one-horse town of 5,800 souls, nestled in the foothills of the Appalachians 84 miles northeast of Pittsburgh. But on that other glorious day of the year, it’s the center of the universe. On February 2, a mangy groundhog named Phil dons a top hat and comes out of his hole to look for his shadow. If he sees it, we’re doomed to six more weeks of winter. If not, spring is on its way.

Filed Under: tax cuts and jobs act, taxes, TCJA Tagged With: IRS, tax, tax reduction, tax savings, tax strategy, taxes, taxpolicy, wealth tax

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