Why You Need An Estate Plan NOW!

Posted by on Dec 17, 2013 in General | 0 comments

“Leadership is practiced not so much in words as in attitude and in actions.” -Harold Geneen Most of us spend a considerable amount of time and energy in our lives working for our families and accumulating wealth. But unless you’re careful, all of it will be going to waste. That’s why a well-crafted estate plan […]

Read More

Tax Moves for December 2013

Posted by on Dec 9, 2013 in General | 0 comments

“The only person you are destined to become is the person you decide to be.” –Ralph Waldo Emerson When we make informed tax decisions, it is always best, of course, to start with real data. That’s why a good first step in any tax planning environment is preparing a draft tax return, to see where […]

Read More

An Accountant Looks At Holiday Gift-Giving

Posted by on Dec 1, 2013 in General |

“If you haven’t any charity in your heart, you have the worst kind of heart trouble.” – Bob Hope Many people spend more during the holiday season than they can afford. Among other things, sometimes guilt or shame can drive a lot of big-ticket gifts — though not always, of course. But the satisfaction can […]

Read More