There is more than one election in our future.
Yes, many are already tired of the presidential electioneering (though, I must say, if it weren’t for the fact that the next four years of our national direction were at stake, it would be much more entertaining than elections past!).
But for many of us, whether it’s very soon or in the somewhat-distant future,Read More
As we move into the fullness of spring here in Thousand Oaks, the nation seems to be holding its collective breath (and getting the popcorn ready) for what will prove to be a fascinating election cycle. I don’t presume to have any foresight into the matter, but what I can confidently predict over the next year is a significant amount of uncertainty and upheaval.Read More
Ah, sweet May. I love it. The birds are chirping and the flowers are blooming. Once the weather begins to get warmer, you see people start thinking about summer and, of course, they want to lose weight to look good in their bathing suits.
Why do so many wait until it gets warmer until they start thinking ahead?Read More
By that subject line you might think that I’m referring to myself! After all, with the tax deadline behind us, I know that some friends of mine have asked if I just “kick back” and put my feet up by the pool the rest of the year.
Actually, no. Not only do I LOVE what we get to do (though yes,Read More
Part of me can’t believe that I’m taking the time to put together this note, now, the week of the big tax deadlines. But I also know if I don’t do it now, this tax season having been so full … well, I may be spending a few days in bed this week just to recover from all of the caffeine (still) in my bloodstream.Read More
Well, here we are. The personal filing deadline (April 18th) is *so* close.
Yes, it’s officially the final week of tax season — and we are working our tails off for our clients!
There’s a lot of “business” in this note, so please make sure you read it all — it could make a huge difference.Read More
“I’ll get to it later…”No, I’m not talking about us doing your tax return!
But come on — haven’t we all uttered that magical phrase, capable of assuaging all our fears, and brilliantly putting off tomorrow what could have been put off today?
I’m talking to you, Mr. [or Mrs.] Procrastinator.
I’m not just talking about tax disasters here.
(And those are very real — believe me when I tell you that there have been a few clients who didn’t allow us to help them do some basic tax planning for this past year, and who are now reaping the whirlwind of unfortunate — and avoidable — tax bills.Read More
The other day was the first day of spring — which seems to always rush past me in a caffeine-soaked blur. As you may understand, we’re a little “busy” this time of year!
(This year, by the way, has been very encouraging on a variety of fronts — mostly because I have been excited to see some wonderful developments in the lives of many of our clients.)
The brackets are all set — well, by that I mean, the NCAA basketball brackets … the TAX brackets have been set for quite some time, and we’ve been spending our days with them far more than any basketball bracket!
I know the struggle is real for normal humans around these next few weeks to stay focused, but it’s not so difficult around THIS office simply because we are in such intensive work mode.Read More