How to Find a Business Mentor
Thursday, October 11
We're knee-deep in extension-land for some of our individual and family clients from Salt Lake County (extensions due Monday the 15th). And I'm glad to say that we've been able to help a lot of families keep far more in their pockets than if they had used the "drag and drop" solutions, or one of ...
A Family Budget Plan
Monday, August 13
Last week I wrote to you about a few financial conversations worth having within a marriage, or any close partnership. As we turn the page into the end of summer, there are a swath of newlyweds out there, and this (and the previous note) might be something useful to send their way. But before I...
2 Financial Exercises to Strengthen Your Family Finances
Thursday, August 09
All of the tax media outlets (and even some non-tax ones) were shouting about a new Government Accountability Office (GAO) report that showed that (gasp) millions of taxpayers are underwithholding, and that they will face a tax bill come 2019. Apparently, there was an increase of 3% of those who ...
An Effective Lead Generation Strategy
Tuesday, July 31
You may have heard rumors that the tax code has changed in 2018. This is ESPECIALLY the case for Salt Lake County small businesses, and as such, I have some questions that I would like you to consider -- especially if you haven't had us do anything else for you but prepare a tax return. While w...
A Guide to Choosing the Right Executor
Tuesday, July 24
We love what we do. I'm not sure if it's always obvious, but perhaps you can take a cue from the fact that I take the time to post you these sorts of notes on a regular basis, if not by other factors. We love this stuff, and consequently, we work hard for our Salt Lake County clients. Craftin...
2 Things Real Estate Investors Must Know About Estate Planning
Wednesday, July 11
"I'm not afraid of storms, for I am learning how to sail my ship." - Louisa May AlcottFirst, NOW is the time to act…Did I say NOW?!?! You may have established an estate plan in the past, or you may not have gotten around to it, but it is critical that you ALWAYS have an up-to-date plan. Most pe...