Welcome

Welcome to the website of Tad Borek and Borek Financial Management. Registered users can browse through the site's library of information about personal finance: overview articles, commentary, FAQs, and even some online calculators. Currently, this site is available only to my clients, but you can view the articles listed below.

RECENT UPDATES

Business Expenses for the Self-employed

Posted on 17 Mar 2011

Whether it's a full-time business or just some freelance work that you do occasionally alongside your day job, being self-employed usually means you'll run up some expenses over the course of the year. The good news is, those business expenses can save you a bundle in taxes. Here's a quick checklist of some common, and perfectly allowable, business expense deductions.

Year-End Financial Planning (2010)

Posted on 07 Sep 2010

Is it that time already? Yes, it is. Don't wait until the last week of December to think about ways of reducing your 2010 tax bill, or helping out your favorite charity or niece. This article will keep track of ideas for year-end financial planning for the calendar year 2010. Check back for updates as 2011 approaches.

Job Searches and Taxes

Posted on 23 Jul 2010

Income Taxes

It's easy to rack up some expenses when looking for a job, especially if travel is involved. Can those expenses net you a tax break?

Ponzi with your latte?

Posted on 07 Jul 2010

Years ago I was sitting in Caffe Roma in North Beach, and overheard two of the regulars talking about making money off a quick stock trade -- I think it was Intel. It had the ring of a novice who day-traded a little play money. Who would have guessed it was one of countless pitches in a $14 million scam running right here in my neighborhood?