How To Plan For Retirement by Darryl A. Hale, EA, MBA, MST

  The IRS is set to begin receiving tax returns on the 27th. That means, it’s about to get VERY busy around here. Which is exactly how we like it. We’ve been preparing since the summer for this year’s tax return process, integrating all of the nuggets we’ve been unearthing within the “new” (as of last year) tax code that … Read More

Darryl HaleHow To Plan For Retirement by Darryl A. Hale, EA, MBA, MST

2019 Tax Planning and Almost Completely True Facts About Darryl A. Hale, EA, MBA, MST

Yes, here I am again — and yes, I know the W-2’s haven’t arrived, and you might not have begun to really think about little ol’ Darryl A. Hale, EA, MBA, MST and your taxes yet. But today I want to offer you some reasons why … well, you should. In fact, there are LOTS of good reasons. For instance: … Read More

Darryl Hale2019 Tax Planning and Almost Completely True Facts About Darryl A. Hale, EA, MBA, MST

Darryl A. Hale, EA, MBA, MST’s 2019 Tax Documents List

The new decade is finally in full swing. With big holidays the last couple weeks, you might be like me — this week is when the real work begins. The work of doing something NOW to start in on those goals for the year. As I recently wrote: it’s not about the goals … intentions backed up by ACTIONS are … Read More

Darryl HaleDarryl A. Hale, EA, MBA, MST’s 2019 Tax Documents List

Darryl A. Hale, EA, MBA, MST’s Annual Holiday Prayer

Congress has been busy. They’re home for the holidays, but before they left, they passed a flurry of bills that you might be interested in. Oh, and yes … the House impeached the President. There is also that. I make no comment about that, but I DID want you to see these provisions that had been set to expire (but … Read More

Darryl HaleDarryl A. Hale, EA, MBA, MST’s Annual Holiday Prayer

How Year-End Giving Changes You by Darryl A. Hale, EA, MBA, MST

We’re almost done with 2019, cue the fireworks. It’s been a tough year for many (including some of our clients), and you might be eagerly looking forward to that calendar change. Shoot, we’re about to set forth into an entirely new DECADE. It’s as good a time as any to consider making some serious shifts in your atmosphere. If nonprofit … Read More

Darryl HaleHow Year-End Giving Changes You by Darryl A. Hale, EA, MBA, MST

Darryl A. Hale, EA, MBA, MST’s Nine Key Questions That Could Affect Your 2019 Tax Bill

Well, here we are into December, the final month of 2019 — and the final month of this DECADE. A lot sure has changed, for you, for me, and for the world. But before we wax too retrospective, let’s sit where we are for a bit. The December holidays are upon us. And it’s also the time for another kind … Read More

Darryl HaleDarryl A. Hale, EA, MBA, MST’s Nine Key Questions That Could Affect Your 2019 Tax Bill

Happy Thanksgiving 2019 from Top Hat Tax & Financial Services to your family

Imagine … You are ripped from your childhood home while young and trafficked across the ocean to a country where you don’t speak the language. You are sold to practitioners of a religion that you don’t understand, and there is no apparent possibility of return. Imagine … You are quietly going along with your life, worshipping God the way you … Read More

Darryl HaleHappy Thanksgiving 2019 from Top Hat Tax & Financial Services to your family

How San Diego Taxpayers Can Avoid Fake Charities

Is the holiday season indeed “the most wonderful time of the year”? One could make a strong argument. However, for every gift we receive there are 10 or so emails asking us to give to a cause. Whether online or via snail mail, charitable organizations capitalize on the season’s tax-reducing giving benefits. No one can blame these organizations — it’s … Read More

Darryl HaleHow San Diego Taxpayers Can Avoid Fake Charities

Darryl A. Hale, EA, MBA, MST’s Guide for Lending Money to Family Members

Family can take so many different forms these days, whether it’s biological or otherwise, but for a certain segment of my San Diego clientele, there is a particular privilege that might kick in this week: The parent tax. If you have children, what better way to teach them about the realities of our taxation system than by skimming 25% of … Read More

Darryl HaleDarryl A. Hale, EA, MBA, MST’s Guide for Lending Money to Family Members

Darryl A. Hale, EA, MBA, MST’s Three Keys To Get Out of Debt

The World Series is here, football seasons are in full swing, school is deep in session, and the weather is shifting for sure. Fall has a way of running along faster than we realize. It’s kind of like our financial picture: things can change REAL fast, and before you know it, we’re buried under a pile of something that we’d … Read More

Darryl HaleDarryl A. Hale, EA, MBA, MST’s Three Keys To Get Out of Debt