EPPIA Update: Watch out for senior scams

Posted in Banking, Investors, Capital, Finance, Accounting, and Taxes, Legal on February 28, 2020

When asked why he robbed banks, Willie Sutton is rumored to have said, “Because that’s where the money is.” Why do scam artists target older adults? They have the money; […]

Read More

Four Best Practices for Working with Your CPA & Banker

Posted in Banking, Investors, Capital, Business Planning, Finance, Accounting, and Taxes, Financial Planning on February 20, 2014

By: Sherri A. Roseen, CPA, CGMA, Froehling Anderson, Ltd We hear the phrase “best practices” throughout the business world in many different situations.  Working with your CPA and banker is no […]

Read More

Pivotal Year In Terms of Tax Law Changes

Posted in Banking, Investors, Capital, Business Planning, Finance, Accounting, and Taxes, Financial Planning, Legal on February 20, 2014

by Eric Nelsen   This is a pivotal year in terms of tax law changes, specifically for business owners and taxpayers at the higher income levels. The 2013 tax changes […]

Read More