Safeguarding for the Future
I was called into a meeting with an attorney and Client C. Her son was in jail charged with financial abuse for taking large sums of his Mom’s money and spending it on his “toys”. A trust was being drafted … Read More
I was called into a meeting with an attorney and Client C. Her son was in jail charged with financial abuse for taking large sums of his Mom’s money and spending it on his “toys”. A trust was being drafted … Read More
An attorney called me about Client B. He was working on her trust documents and she needed some help. We set up an appointment for Client B to visit with me along with her daughter, who lived out of state. … Read More
Client: A was very involved in the community; she attended many meetings here in Riverside and in other cities. She also had friends and family all over the country and liked to travel. She was in her early seventies when … Read More
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
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