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TAX LIFE from taxInsight

March 2012 – A day in the tax life of …

… previously on tax life … The business had been on foot for over a year now and things were coming together with a long term financial plan. Sam’s 18 year old daughter Rachel had dropped her bombshell about wanting to take her boyfriend down to Melbourne with her when she went to University. Careful family negotiations were abating that problem.

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December 2011 – A day in the tax life of …

… previously on tax life … Sam was getting business matters under control and starting to think through the long term. A financial plan was coming together including getting insurances sorted out, estate planning, building superannuation for future retirement and long-term succession planning for the business.

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November 2011 – A day in the tax life of…

… previously on tax life … Sam had got the new business off the ground and been through the ups and downs of winning orders and then weathering a quiet patch in the business cycle. It was time for some long-term personal and financial planning.  Retirement?

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October 2011 – A day in the tax life of… A modern day soap (tax) opera

… previously on tax life … Sam had been successful in her bid to win the big order but that was now a couple of months ago and times were a lot leaner now.

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September 2011 – A day in the tax life of… A modern day soap (tax) opera

… previously on tax life … Sam was getting into the routine of quarterly reporting to the bank despite that it seemed to be a waste of time. The estate administration for Mick was moving along smoothly albeit somewhat slowly …

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August 2011 – A day in the tax life of …

… previously on tax life … Sam was well in control of her responsibilities as executor of her brother Mick’s estate. The family seemed to all be reasonably okay with the estate process thanks largely to the planning and communication that Mick had put in place before his passing.

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