I just got back from two days of intense discussions with IRS officials and other tax professionals in San Diego, and let me tell you, it was an eye-opener. This event marked the first time I could attend such a gathering with my son, Andrew, who is now an Enrolled Agent fighting the IRS alongside…
Let me take you on a quick trip down memory lane—back when Disneyland still used paper tickets for rides. I was just six, clutching those precious “E” tickets. You know, the ones that got you onto the best rides. Fast-forward to 2024, and now we’re forking out hundreds for a FastPass to skip the lines.…
Happy Monday! Can you believe it’s already the first workday of June? Time flies, doesn’t it? Now, let’s get down to business. If you’re dealing with unfiled tax returns and large IRS balances, you know what real stress is. I’m talking about the stress that keeps you up at night, gnawing at your peace…
This morning, I was out on my usual walk along Mill Creek, a beautiful spot less than a hundred yards from my front door. It’s a serene place where Bruno and I walk every morning and afternoon, enjoying the calming sounds of the rushing water. But amidst this tranquility, danger lurks. A couple of weeks…
As I mentioned in my Monday email, our first day on the New York trip was nothing short of cinematic. We headed to the Merchant Marine Academy because Bella had a meeting with the volleyball coach. The drive from Queens took us through Kings Point, a neighborhood that feels like stepping right into a page…
I hope this message finds you in good spirits. Our family on Sunday, just returned from a whirlwind trip to the East Coast with my daughter Bella. We had a jam-packed schedule—meeting clients, interviewing podcast guests, and most importantly, visiting three of our nation’s premier military academies. And yes, it was also a special…
If you thought horror stories were just for campfires and Halloween, you haven’t met the IRS when you’re on their radar. But before I jump into my story. Now that April 15th is in our rearview mirror, I’m hoping you’ve either filed your taxes or secured an extension. If you haven’t seen my Fox interview…
My Segment on Fox News Discussing Last-Minute Tax Tips This past Sunday, I had the opportunity to join Fox News live at 6:45 AM, sharing crucial tax advice as the deadline fast approaches. For those who missed the live broadcast, I’m pleased to share the segment right here. In this video, I delve into essential…
You ever find yourself glued to the TV, heart racing, as Rick and the gang from “The Walking Dead” slice through yet another horde of walkers? Well, last night, as I was watching reruns with my daughter Bella it hit me like a ton of bricks: Dealing with taxes is exactly like surviving a zombie…
Friday, has arrived and I had to answer a question that has been asked 5 times this week from client and prospective clients. “Carlos, will the IRS just forget all the interst and penalties.” Imagine you’re sitting at a poker table, and you’re dealt a hand that could either make or break you. Your heart’s…