Recently, my beautiful wife and I decided that we should dust off our wills and meet with an attorney to go over revisions and updates.
This was a good idea since we had many provisions for the care of our kids who are now old enough to care for themselves (and us as we get older).
Many of my clients … Read more
On my recent trip to a conference in Vegas, I was surprised to find that my boarding pass indicated that I was TSA-PreCk. That is when you don’t have to take off your shoes and jacket – get to go in your own special line – and move very efficiently through the whole security event.
However , on the way … Read more
When you ask someone about CPAs they usually think of tax season and April 15th. Little do they know that there is another tax season during the year – from September 1st to October 15th. I would go out on a limb and say that close to 40% of all returns filed each year happen during this period.
I might … Read more
Believe me, I have been accused of being full of other things. Appreciation is where I am at right now.
As I review my client list, I see so many new clients this year and most of them came from wonderful current clients such as yourself. You may be thinking “Did Rick ever meet with my friend and do his/her … Read more
While in a meeting recently, my client said to me, “I just wish they would keep 20% and not make me go through this effort!”
I must tell you I was confused and a little sad over that statement. Let me tell you why:
First, I would like to continue to make a living, and assisting clients with the preparation … Read more
April first – it wasn’t the most pleasant day as a child. If you count back to my school days, I must have had a dozen “April Fools” pranks pulled on me. Everything from “Cindy really likes you, go talk to her” – that ended in total humiliation; to the much more sophisticated “did you know there is a quiz … Read more
Like most good Americans in January, I have been trying to eat less – work out more – and start gathering info for my personal taxes.
So here is an update after a little over two weeks: The other night, I had my beautiful wife buy me Pralines and Cream Ice Cream for dessert. Now that might seem like a … Read more