Posts by Clay Rose, CPA, Principal:
If Something Happens to You, What Will Happen to Your Finances?
February 24th, 2012One day, I received a call from a client whose husband had been hospitalized for a couple of weeks. He had mentioned that he thought a tax payment was due that day. She did not know how to make that payment, or if it needed to be paid. We worked things through, but learned a valuable lesson: she realized she doesn’t know much about the family finances. Read the rest of this entry “
Are You Ready for Tax Time? Have More Than a Shoe Box
February 8th, 2012So it’s tax time. While that thought might conjure up images of lots of receipts in a shoe box, you don’t want to be that person. With a little preparation, you can help make your visit to your accounting professional less expensive and more enjoyable. Here are a few tips to help you prepare. Read the rest of this entry “
If something happens to me, what will happen with my financial matters?
May 24th, 2010This past New Year’s Eve, I received a call from a client whose husband had been hospitalized for a couple of weeks. He had mentioned to her that he thought a tax payment was due that day. She did not know how to make that payment, or if it needed to be paid that day. We worked things through, but a valuable lesson was learned that day that we are now following up on. She realized she doesn’t know much about the family finances. Read the rest of this entry “
