brooke

2011 Tax Organizers are sent!

Most returning clients should have received their 2011 tax organizer in the mail over the weekend. The rest of you…

Motivation – An Inside Look.

Miss Madi drives Brooke towards Success The most common question I get is not tax related; it’s ‘How do you…

Want to claim Social Security benefits early? Better not.

For those of you who received the January newsletter and tried to access this article without success, please use this…

Charitable Contributions – Substantiation and Disclosure Requirements

There are record-keeping and substantiation rules imposed on donors of charitable contributions and disclosure rules imposed on charities that receive…

Hefty consulting bills spark U. Heights debate Council wants to see breakdown, worried developer won’t pay

The city of University Heights has racked up more than $30,000 in bills after hiring two financial consultants to study…

Small Business Success

WOW! So many small businesses have come together to create an upcoming successful complimentary wine and dessert event! For those…

Process Updates

Lots of change in the air! The leaves are green, yellow, orange, and a beautiful red and the sun sets…

Iowa Wine and Kava House Dessert!

Lots of exciting news today! Born and raised in Iowa has taught me so many things! One is to appreciate…

Many economists say Obama jobs plan will help

WASHINGTON – A tentative thumbs-up.  That was the assessment Thursday night from economists, who offered mainly positive reviews of President…

How does Tax Code fit into President Obama’s Speech?

The White House is hoping that an extension of this year’s payroll tax cut is popular enough with voters to…

Upcoming Event: Complimentary wine and appetizers just for you! Bring your financial and taxation questions with you and lets’s chat…