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?
“Jerry has been doing my individual taxes for the past 7 years. He must be doing OK since I haven’t been audited or had to pay any fines. In addition to my regular taxes, Jerry completed the final returns for my mother’s Living Trust in California. Before taking on this task Jerry let me know that he hadn’t handled a trust, especially in California for a long time. This required Jerry to make the extra effort to research and consult with a lawyer to successfully file the IRS and California returns and to close the financial requirements of the trust. I highly recommend Jerry’s services".
Leif L., Taxpayer

22 Stupid Things You're Doing with Your Credit Card

Avoid these plastic mistakes

Credit cards are often vilified for the enticing ease with which you can get them, and the high interest rates you sometimes pay. However, in some cases you really do bring your problems on yourself. While the best credit cards can offer helpful rewards and provide you with a valuable financial tool, their misuse can end in heartache and large amounts of debt. Even the smartest among us are guilty of some of these stupid credit card mistakes.

7 Reasons Why Your Client Might Need A Revocable Trust

A revocable trust can be an extremely powerful and flexible estate-planning tool.  One of the questions we get asked from advisors all across the country is, “does my client really need a revocable trust?” Some people believe that revocable trusts are oversold, while others believe they’re underutilized.

Not Rocket Science

by Darrell Armuth
When the media raises the subject of beating the market through astute stock picking, the name Warren Buffett is usually cited. But what does this legendary investor actually say about the smart way to invest?

Buffet is considered to have such a track record of picking stock winners and avoiding losers that his annual letter to shareholders in his Berkshire Hathaway conglomerate is treated as a major event by the financial media.

Women and Financial Decisions

women and financial decisionsBy Lacey Tompkins

Did you know that 40% of women ages 55-70 are very confident they have made the right (financial) decisions in the past few years, which was found in a recent survey by Ameriprise Financial? According to another recent study, men are more likely to make changes to their 401(k)’s versus women, meaning that men react faster than women when it comes to making financial decisions. Another interesting fact found in this study is that because women are less likely to make changes to their portfolio, women, overtime, earn a better rate of return compared to men for that reason.

What does this mean? It means that women have the tendency to make smart financial choices, including seeking out professional help and guidance so they are more likely to succeed. Having low confidence and being slow to react to the market appears to be a positive characteristic.

Are Your Employees Making You or Costing You Money?

Valory Jones

As we approach the end of the year and you begin to evaluate your business & your profitability for this year and plan for 2014, ask yourself these questions:

• Have we increased profitability this year?

• Are my employees increasing my bottom line?

• Are my employees costing me money, time, clients, customers or patients?

• Is my company making the income it should? Are we growing?

• Do my employees share my vision & my work ethics?

• How is our production? How is our retention?

• How is time management among my employees?

• How is our company image?

• How effective is my management team?

Designed by NJ Designs