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The Audit Lottery – It’s In the Book

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When I was an IRS office auditor, a taxpayer who was a long-distance truck driver and, fortunately, not my victim­, was audited on his travel expenses. When he appeared for the audit, he had the most beautiful records! In fact, his records were so beautiful that the auditor commented on them. When complimented on their […]

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April 15th Has Come and Gone!

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Phew, somehow we survived another brutal tax season (is there any other kind?). Hopefully you were all treated to large refunds and are now vacationing with all the CPA’s of the world. Following our annual tradition we will be closed for the week of April 18th through April 22nd, returning April 25th. If you are […]

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It’s been 5 years!

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Our first e-newsletter since tax season and we hit you with Type 1 Diabetes. Five years ago, in March, my daughter was diagnosed with Type 1 Diabetes (T1D). To celebrate I will publish one educational T1D e-newsletter per month until October. October is when we have our annual T1D Fund raising Walk in downtown Sacramento. […]

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Symptoms of Type 1 Diabetes

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As promised, here is month 2 of our Type 1 Diabetes Series. Knowing the symptoms of Type 1 Diabetes can save a life. If not caught early enough, a child can go into a coma and die. The body literally starves itself to death. Not pretty. With my daughter we were fairly lucky in that […]

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What is your tax Freedom Day?

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July – the month in which we celebrate our country’s birthday. There’s no better month than July to address Tax Freedom Day! What is Tax Freedom Day? It’s the day at which you’ve paid all of your taxes for the year. Every day after that day is considered profit. Most of us have a Tax […]

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Top 5 reasons you need financial planning

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It’s summer time! That means its financial planning season. Financial planning can be a nebulous concept for some. What does it actually mean and what does it provide? One must need money in order to have a financial plan, right? Financial planning looks at all aspects of your financial life to identify planning opportunities that […]