Jerry Jones CPA
Wouldn’t it be nice to have a CPA that you deal directly with, that understands your business, that works in all 50 states and is there for you when you need him?
"Our business consists of multiple entities, in several states and industries. Jerry has helped minimize taxes, reporting and operational headaches by customizing our structure by state. Besides daily activities, Jerry has helped greatly in structuring large transactions with third parties. He's great about planning for the future while addressing today's operational needs. Some days he's a little cranky though".
RJB

Getting Help from a Financial Professional

senior financial planningAre you suddenly on your own or forced to assume greater responsibility for your financial future? Unsure about whether you're on the right track with your savings and investments? Finding yourself with new responsibilities, such as the care of a child or an aging parent? Facing other life events, such as marriage, divorce, the sale of a family business, or a career change? Too busy to become a financial expert but needing to make sure your assets are being managed appropriately? Or maybe you simply feel your assets could be invested or protected better than they are now.

These are only some of the many circumstances that prompt people to contact someone who can help them address their financial questions and issues. This may be especially true for women, who live longer than men on average and therefore may face an even greater challenge in making their assets last over that longer life span. In fact, one study found that women often value advice from a professional in their financial decision-making even more than men do.*

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Beware of Pickpockets on Vacation

Ifraud alert cpa jerry jonesf you're planning a vacation in the near future, especially an overseas trip to a large city, you may have the misfortune of bumping into pickpockets — literally. These petty thieves often work in teams and many are experts at the game. The team might include one person who selects the victim (the "steer"), another who creates a distraction (the "stall"), another who performs the actual theft (the "mechanic"), and another who receives and races off with the stolen goods (the "runner"). Unsuspecting tourists may not realize they've been scammed until after the snatch. Upon return to their hotel room, vacationers may sadly discover that their passports, credit cards, and currency have been stolen. By then it may be too late to recover quickly.

Remedies are dear, and sometimes folk cannot buy the remedies they need. What points families think when they plan to get some medicines? For instance Antibiotics are used to treat bacterial infections, such as definite ear infections. It works by killing the bacteria causing the contagion. Cialis is the best-known remedy for helping men to sustain an erection. Many patients think about http://isviagraoverthecounter.com/over-the-counter-asthma-inhaler.html. For all one knows you know about Matters, like , are connected a lot of types of health problems. Many perchance say the forcefulness of Cialis is well documented. Unhealthy lifestyle choices, stress, some diseases, and some medicaments can reduce your libido. Depression affects all aspects of life including sex drive. Some patients using this medicament as a rule do not have potentially serious side effects to Cialis. Stop using this medication and get medic help if you have sudden vision loss.

Market Update: Stocks Down Due to Greek Drama

from Investment Strategist Kate Warne

Stocks Down Due to Greek Drama

Stocks dropped in response to headlines from Greece, where surprising developments over the weekend led to Greece's banks and stock exchange closing for at least a week. For perspective, Greece's shrunken economy is about the same size as Louisiana's and less than 2% of Europe's. The country has struggled with high debts throughout its history and defaulted multiple times.

9 Important Ages for Retirement Planning

Thinking about the rest of your life — especially in terms of your finances — can be a scary but exhilarating proposition. Assuming it turns out to be as long of a time period as you would like it to be, thinking about it all at once can be daunting. However, breaking your life into nine stages can help you compartmentalize your retirement-planning process so you can take your goals one step at a time.

New Estate Tax Closing Letter Procedure Issued

IRS adds additional burden on estates by no longer automatically issuing closing letters.

Jun 25, 2015
Kenneth Pun and James Dougherty

The Internal Revenue Service quietly made a significant change to their procedures regarding estate tax returns. With an unannounced June 16 update to the Frequently Asked Questions on Estate Taxes on its website,[1] the IRS revealed that the issuance of a closing letter after the filing of a Form 706, Estate (and Generation-Skipping Transfer Tax) Return will no longer be automatic. Instead, taxpayers must formally request a closing letter from the IRS.

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