You’ve assembled the crib, painted the nursery, and baby-proofed the house. Now what? Here are six things to do (financially) when having a baby! 1). Update your estate plan Dig out your wills, durable powers of attorney, and healthcare directives; everything should be revisited. Who gets what and...
I just got back from attending the first ever AICPA ENGAGE conference held at the MGM Grand in Las Vegas. It was an amazing event, with over 4,000 CPAs and financial professionals participating in 300 learning sessions - and I am exhausted! There was a...
I recently received a call from a client – she had just learned her college alma mater had increased its tuition to over $53,000 per year. “How will we ever afford to send our son to my school?” she asked, adding anxiously “should I up...
Tax season ended a little over a month ago, and I’m just now getting back to ‘normal’ operations ‘round here. It was easily the most fun tax season I’ve ever had, and I would like to thank all my clients for making it such a...