by Leif Jensen | Mar 24, 2025 | General |
As the tax season began, I received a number of calls from people who now need to find a new tax preparer. Some knew their old preparer was retiring, others are surprised to find out that their preparer has already retired. So, their hunt is on. One gentleman called...
by Leif Jensen | Mar 19, 2025 | Taxes |
I was on a webinar and the subject of divorce and annulment came up. For the longest time we did not have a client get a divorce while they worked with us, then it changed and seemingly a number of them were divorcing all at the same time. We knew our responsibilities...
by Leif Jensen | Mar 17, 2025 | Rant |
I have been working on and off with a couple, now divorced, who have had some tax issues. They owe(d) the IRS lots and lots of money. They make good money, but never seemed to withhold enough. Hit their qualified funds and guess lived beyond their means for a time....
by Leif Jensen | Mar 12, 2025 | Rant |
As I have stated I am old. When I went through college the Cash Flow Statement did not exist in it’s current form. I was taught about the Statement of Change in Financial Position. Quite different from the Cash Flow format. I understand the old statement was not...
by Leif Jensen | Mar 10, 2025 | Rant |
Once again, I have been reminded why I need to work with more than one bank. I was looking to move my HELOC back to the bank where I do most of my personal banking. I moved the HELOC away from them because I found I had timed out, the cause for this was the banker...
