“I can call any time with any question and he doesn’t nickel and dime. He takes care of my business.”


Joanna Baleson
Client – 25 Years


Resources & News Links

 

2011 Year-End Tax Planning
Year-End tax planning strategies for the proactive taxpayer.



IRS Identifies Tax Scams
Each year the IRS releases a list of the top 12 tax issues affecting consumers. Our firm has compiled the 5 we consider most noteworthy.

2011 Mid-Year Tax Planning
Mid-year tax planning strategies for the proactive business owner.

Morningstar
Rates Mutual Funds. Excellent fund locator.

SmartMoney
Research and educational resource for those interested in learning investment skills

Money Magazine
Money Magazine offers an online edition that is a great resource for financial information.

MSNBC
The place for up-to-the-minute news. Many of the news articles have audio and video clips.

Not-for-Profit Resources

 

The Foundation Center
Information for not-for-profit organizations, donors, and researchers

National Charities Information Bureau
Promotes giving and helps contributors obtain accurate information about charitable organizations

Nonprofit Resource Center
Information and links to other sites covering financial management, governance, legal, and other matters

The Nonprofit Times Online
Articles from the Nonprofit Times newspaper and links to other sites

Nonprofit Support Center
Workshops, consulting, publications, and other information and resources of interest to managers of not-for-profit organizations

Nonprofit Management Library
Resources and links for personal, professional and organizational development.