Marcia Campbell's Publications About Senior Financial Care

press-enterprise-12-20-2019-what-you-should-know-about-nonprofit-finances

Press Enterprise Publications

PRESS ENTERPRISE 12/20/2019 – What you should know about nonprofit finances

January 6, 2020 by Marcia Campbell Team

What you should know about nonprofit finances The most important responsibility of a board of directors is managing the nonprofit by making good, sound business decisions, which help the nonprofit continue to stay in business and serve its charitable purpose. … Read More

When-Holiday-Shopping-Consider-the-Gift-of-Time-Talent-or-Treasure

Press Enterprise Publications

PRESS ENTERPRISE 11/16/2019 – When holiday shopping, consider the gift of time, talent or treasure

November 16, 2019 by Marcia Campbell

When holiday shopping, consider the gift of time, talent or treasure Some gifts that you don’t buy are priceless A gift is defined as something given willingly, without payment, It is also defined as a natural ability or talent. When … Read More

Advice at work: Things some bosses should do but don’t

Press Enterprise Publications

PRESS ENTERPRISE 10/5/2019 – Advice at work: Things some bosses should do but don’t

October 5, 2019 by Marcia Campbell

Advice at work: Things some bosses should do but don’t An omission is defined by Merriam-Webster as something neglected or left undone, apathy toward or neglect of duty, or the act of omitting. Last week I wrote about omissions in … Read More

Aging seniors: Make decisions before someone makes them for you

Press Enterprise Publications

PRESS ENTERPRISE 8/31/2019 – Aging seniors: Make decisions before someone makes them for you

September 2, 2019 by Marcia Campbell

Aging seniors: Make decisions before someone makes them for you During retirement or before, you probably did all the financial planning along with the legal paperwork. Have you also thought about personal choices as you age and the options ahead? … Read More

How to handle your taxes in a blended family

Press Enterprise Publications

PRESS ENTERPRISE 7/20/2019 – How to handle your taxes in a blended family

July 19, 2019 by Marcia Campbell

How to Handle Your Taxes in a Blended Family Who gets to claim the kids’ tax credits? And when do they age out of the tax equation? This is part two of a series of 5 articles discussing the following … Read More

fathers-day-gifts-skip-the-stuff-and-stick-to-memories-that-last Marica Campbell Press Enterprise Publication

Press Enterprise Publications

PRESS ENTERPRISE 6/15/2019 – Father’s Day gifts? Skip the stuff and stick to memories that last

June 15, 2019 by Marcia Campbell

Father’s Day gifts? Skip the stuff and stick to memories that last Do you have a favorite memory of your Dad? Did you go to the beach with him or a sports game like baseball, football or basketball? Did you … Read More

Press Enterprise Publications

PRESS ENTERPRISE 5/8/2019 – Who Gets the Tax Credits is a Tricky Spot For Non-Traditional Families

May 15, 2019 by Marcia Campbell

Who Gets the Tax Credits is a Tricky Spot For Non-Traditional Families The new tax law made many changes to the tax code affecting taxpayers, including the use of standard deductions instead of itemized deductions and limited deductions for mortgage … Read More

knx-1070-news-radio-interviews-marcia-campbell-cpa

Press Enterprise Publications

KNX 1070 News Radio Interviews Marcia Campbell, CPA

April 25, 2019 by Marcia Campbell

Marcia Campbell is an accomplished Certified Public Accountant and financial advisor specializing in senior financial care, court accountings, private fiduciary services, and tax services. Campbell’s thought leadership in the field is often published in the Press Enterprise, a paid local … Read More

as-the-tax-deadline-looms-look-out-for-these-5-types-of-scams

Press Enterprise Publications

PRESS ENTERPRISE 4/4/2019 – As the Tax Deadline Looms, Look Out For These 5 Types of Scams

April 8, 2019 by Marcia Campbell

Cybercriminals and phony tax preparers are looking to steal your refund dollars. Are you ready to say no? It’s tax season and that means the scammers are working at full throttle to steal your money. Phone calls and phony tax … Read More

Press Enterprise Publications

PRESS ENTERPRISE 3/3/2019 – Spring cleaning begs the question: How long should you keep documents?

March 4, 2019 by Marcia Campbell

Even with all of the rain and snow of late, spring is around the corner. As we march forward, thoughts of cleaning out our house and getting rid of clutter are probably top of mind. It’s quite easy to … Read More

Press Enterprise Publications

PRESS ENTERPRISE 2/2/2019 – Hello, tax season! 6 tips to help you find a CPA

February 6, 2019 by Marcia Campbell

It’s a new year and you might be looking to make a change in your business or personal “team” for this year. That team might include your CPA, life coach, attorney or financial planner. Today, let’s look at the … Read More

Press Enterprise Publications

PRESS ENTERPRISE 12/29/2018 – Five tips: Everything a trustee can (and should) do for you

February 4, 2019 by Marcia Campbell

If you are the beneficiary of a trust, you should know everything that a trustee can and should be doing for you. First, a trustee should be handling asset collection and protection. What this means is that the trustee … Read More

Year-end charitable gift strategies that give a tax deduction in return

Press Enterprise Publications

PRESS ENTERPRISE 12/1/2018 – Year-end charitable gift strategies that give a tax deduction in return

December 5, 2018 by Marcia Campbell

As we approach the end of 2018, you might be thinking about making gifts to charities that support causes important to you. The contributions might be for philanthropic purposes or for tax deductibility. Here are some charitable strategies you … Read More

Press Enterprise Publications

PRESS ENTERPRISE 11/3/2018 – When will you retire? Have a plan before choosing between 65 or 85

November 27, 2018 by Marcia Campbell

When talking about retiring from your job in the future, you might be considering the financial aspects. You ask, “How much cash and investments do I need to fund my retirement and continue to live the same lifestyle?” In … Read More

Press Enterprise Publications

PRESS ENTERPRISE 9/13/2018 – Are cryptocurrency transactions taxable?

October 25, 2018 by Marcia Campbell

There’s been a lot of talk about cryptocurrencies or virtual currencies, including how much they’re worth and the transactions in which to buy them. What happens, though, when you sell them or use them to buy something? Do you … Read More

Seniors on the internet

Press Enterprise Publications

PRESS ENTERPRISE 8/11/2018 – 12 Steps to Help Seniors Learn to Use the Internet (Looking at You, Mom)

August 31, 2018 by Marcia Campbell

Technology Assistance for the Elderly Seniors are working longer for many reasons. Many of their jobs include using computers and the internet. When they retire, they continue to use those skills in various ways and enjoy the benefits of … Read More

Press Enterprise Publications

PRESS ENTERPRISE 7/14/2018 – Who is Stealing Money From Grandma? Part II

July 16, 2018 by Marcia Campbell

Signs of Fiduciary or Financial Abuse Last month we talked about who might be stealing Grandma’s money. Let’s continue that conversation by talking about warning signs to alert you that financial abuse could be happening. If your grandparents are not … Read More

Press Enterprise Publications

PRESS ENTERPRISE 6/8/2018 – Is Someone Stealing From Grandma? Part I

July 16, 2018 by Marcia Campbell

Financial and Fiduciary Abuse Many people seek fiduciaries and elder care services for their grandparents, especially if their grandparents are trusting. Grandma is an easy target. In this case, Grandma is a senior or elderly person. She also may have … Read More

Press Enterprise Publications

PRESS ENTERPRISE 5/12/2018 – Tax Code Extensions Mean An Amended 2017 Return Might Lessen Your Debt

May 12, 2018 by Marcia Campbell

Marcia Campbell | Certified Public Accountant The beginning of the year is a busy time for most of us. Work, kids in school, and the dreaded tax return. It can be tempting to hurry, file your tax returns, then … Read More

7 reason to file an extention

Press Enterprise Publications

PRESS ENTERPRISE 4/16/2018 – Tax Tips: 7 Reasons to File an Extension

April 16, 2018 by Marcia Campbell

Tax Preparation and Deadline Extensions Need some more time to get that 1040 filled out and signed? An extension is your way of asking the Internal Revenue Service for that extra time, extending your filing due date to October … Read More

1 2