In 2006, Dominique Molina, CPA, had a revelation: she was working too much. It was busy season, and like many nights, she was working late from her home office. As the owner of a successful tax firm in San Diego, she felt a great pressure resting on her shoulders. In a laser-focused, deadline-driven push to … Continue reading Find value in what you love: One tax CPA’s value pricing story
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What to do when your client gets terrible health news
No one knows when a health crisis will strike. We can take steps to mitigate our risks — eat healthy food, exercise more often, quit smoking — but that doesn’t mean we can plan whether we’ll get sick. But we can plan financially. Jim Sullivan, CPA/PFS, specializes in working with clients suffering from chronic illnesses. He … Continue reading What to do when your client gets terrible health news
What college football can teach you about project management
Football is the most popular sport in America, and according to a recent Gallup survey, more than half of us are college football fans. It shouldn’t be a surprise that Americans love football. It brings us together as much as it tests our rivalries. We tailgate, paint our faces and crowd into stadiums and onto couches. … Continue reading What college football can teach you about project management
5 tax tips for the newly engaged couple and their CPA
I’m getting married in June, and for me, wedding planning has been relatively simple and drama-free. I’ve buttoned up the budget, signed every contract, booked travel and have a final headcount for the caterer. There’s just one thing that’s still unsettling my mind. What’s going to happen to my taxes? It seems like such a … Continue reading 5 tax tips for the newly engaged couple and their CPA
Offbeat vacation ideas for the adventurous CPA
Busy season is officially over. You’ve been powering through all season. Returns are in, and extensions are filed. And most importantly, your clients are happy because you’re a powerhouse CPA. Now that you have free time on your calendar, it’s time to take your superhero-self on vacation. Deciding where to go on vacation can be … Continue reading Offbeat vacation ideas for the adventurous CPA
Next step for tax reform: Busy season
Tax reform is now law. A few weeks ago, Congress passed H.R.1, a tax reform bill known as the Tax Cuts and Jobs Act. Its full title is “An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.” On Dec. 22, President … Continue reading Next step for tax reform: Busy season
Stop bullying: Taking a look at a big problem facing our schools and society
Missy Jenkins Smith was only 15 years old when a victim of bullying changed her life. She says she remembers going to prayer circle that chilly Monday morning after Thanksgiving break. Her twin sister went, too. They went every day. She says she remembers hearing the first shots. They sounded like firecrackers, not like how … Continue reading Stop bullying: Taking a look at a big problem facing our schools and society
Accounts of the Accused
Arron Michael Lewis was born in 1981 on a colder than average Tuesday in Ruston, Louisiana. He was the only child of Ivan and Marjorie Lewis, a couple who had been married for less than two years at the time of his birth. They divorced seven years later. In January of this year, Lewis described … Continue reading Accounts of the Accused
Remembering the Matriarch
Carl Carter Jr. laughs a lot, and his father says he gets that from his mom. “He’s always been a joyful kind of guy,” Carl Carter Sr. says of his first son. “He has the same smile his mother had, except hers was a little bigger.” Carl Jr. says he can’t help but laugh when … Continue reading Remembering the Matriarch
Culturally Connected
Adrian Alvarez legally immigrated to the United States in 1982, and although he came here in search of a better life for his family, he came here alone. His wife, Reyna, and two sons remained behind in Cuernavaca, Morelos, Mexico. They joined him three years later. It is a story played over and over in … Continue reading Culturally Connected
Allison Carter Fanney 