FREE INFORMATIONAL SERIES

I'll be speaking for the Moving Seniors Forward informational series presentation on Thursday evening October 19th 6pm at the Janss Marketplace in Thousand Oaks. Come join me to hear this great information and enjoy the food and entertainment. Let me know if you can come! Hope to see you there! … [Read more...]

10 YEAR END TAX TIPS for 2015

PLAN AHEAD TO SAVE MONEY  Charitable Donation Records If you claim a charitable deduction of more than $500 in donated property, you must document the donations on your tax return. If you are claiming a deduction of $250 or more in a single donation, you will need a written acknowledgement … [Read more...]

COLLEGE TAX CREDITS FOR 2015

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IT’S BACK-TO-SCHOOL TIME AND THE IRS WANTS TO REMIND FAMILIES OF THE COLLEGE TAX CREDITS AVAILABLE Here are two major education tax breaks, an explanation of who qualifies for each, and how to figure out which will save you the most money. The American Opportunity Tax Credit The AOTC is … [Read more...]

RICH LIKE A ROCK STAR

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FINANCIAL RUIN ROCK STAR STYLE You may not make millions of dollars in your lifetime, but you certainly can learn a few financial lessons from these once-rich, now not-so-rich Rock Stars. HOW TO BE RICH LIKE A ROCK STAR: Say Yes To Everyone Generosity, though well intentioned, can cost … [Read more...]

Low Cost Accounting

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    Reduce Your Accounting Fees   Adding an Accountant to your Business Team tends to bring thoughts of high expense. Accountants are helpful in handling your complex finances so you can track your business’s growth allowing you to analyze and run your business at … [Read more...]