Is Your Financial Life in Shape? 10 Signs You Need a 360° Tax & Financial Health Check-Up
By Anil Grandhi | Member, Forbes Finance Council | CEO of AG FinTax When was the last time you took a deep dive into your entire financial life—not just your taxes, but your investments, retirement goals, and risk protection too? As a financial strategist, I’ve worked with hundreds of individuals and business owners, and most […]
Greed or Goodwill: Your Makes a Scam Loss Deductible
Scams are incredibly common. According to recent Federal Trade Commission data, consumers reported losing more than $12.5 billion to fraud in 2024. They reported losing more money to **investment scams—$5.7 billion—**than any other category. Older people are particularly prone to being scammed. If you’re the victim of a scam, can you deduct your losses as […]
Introducing the 360° Tax & Financial Health Checkup: Your Personalized Roadmap to Financial Clarity & Confidence
By Anil Grandhi | CEO of AG FinTax | Forbes Finance Council Member Are you sure your financial plan is working as hard as you are? Or could hidden gaps be costing you more than you realize? At AG FinTax, we go beyond basic numbers. Our 360° Tax & Financial Health Checkup is designed to […]
Protect Yourself: Digitize Tax Receipts
When it comes to IRS audits, one of the most common reasons taxpayers lose deductions is the lack of proper documentation. While your credit card or bank statements prove you spent money, they don’t show what you purchased. Without supporting receipts or invoices, these records are considered “naked”—and during an audit, that’s a problem. To […]