Your brother's, wife's, cousin's accountant said what???

Over the years, I have noticed that most of the tax and financial advice people receive comes from a co-worker, friend or neighbor. This advice MAY have been passed on by the co-worker's accountant. So heaven help you if the person sitting at the next desk has a lousy accountant and you had no clue!!!! The other danger in this situation is that the accountant provided outstanding advice to your friend. However, the advice given by the accountant only applied to your friend's VERY SPECIFIC fact situation. If your fact situation is even SLIGHTLY DIFFERENT from that of the person receiving the advice, you could be totally screwed by following that same advice.

But this situation is not necessarily related to people who don't have accountants. I was talking to one of my clients the other day (you know who you are!!!) who told me she was also taking some advice from another client of mine who had referred her to me. However, it turns out that both of their situations are VERY different, and the advice I give to one of them would not necessarily work for the other. While some advice may seem very general in nature, it may actually be more specific than you think with respect to income levels, timing of the transaction, past history or a million other factors.

Given the above warning, the advice provided on this blog (and on the website) will tend to be general in nature. However, if you like what you see, please feel free to pass on some of the posts to your neighbors, friends, family and co-workers. If nothing else, it will serve as a discussion point. If you think it may apply to your specific situation, please give me a call, so we can discuss your specific needs.

At the bottom of each post, there should be a little envelope that you can click on. It will open up to a page that will ask for your e-mail address and the e-mail address for your friend. It will then send them a link, and they can access a copy of just that particular post. They won't have to search an entire blog to figure out the point of your e-mail.