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How Your Pet Can Save You Taxes

In honor(?) of tax reporting season, here are some ways you might be able to use your pet to save money on your income taxes.  Thanks to Emily Zulz of for having compiled the original list. Hire your pet for your small business. You heard that right! If...

New Tax Rules; What To Do Next?

With the passage today of the Tax Cuts And Jobs Act Of 2017, CFPs and CPAs are already digging in to figure out the best new tax strategies that will enable clients to keep as much of their earnings and savings as possible.  Even if Congress should shift to...

IRAs: Too Much Or Too Little, Which Is Worse?

Most people I speak to are aware of the 10% penalty for withdrawing from an IRA prior to age 59½.  And as with most government rules there are always exceptions that have been added on afterwards to support specific situations not considered when the original legislation was promoted.  But...

Avoiding Tax Return Identity Theft

Now that tax-time is just around the corner, the IRS offers several warning signs that you may be a victim of tax-related identity theft and what to do about them: Your attempt to file your tax return electronically is rejected. You get a message saying a return with a...

Not All Muni Bonds Are Tax Free

At a wedding in 2007 I met a retired treasurer from a prestigious east-coast university.  He told me that all his investments were exclusively in insured municipal (muni) bonds.  The returns he received were good, sufficient to cover all his expenses, and were practically guaranteed.  But the best part...

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Palo Alto, CA 94303

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Cognizant Wealth Advisors is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted.