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?
“I am a small business owner operating an equipment distribution business in Fontana, CA. I feel fortunate to have known Jerry personally and professionally for over 22 years. Jerry was tempted to walk away when he first saw the mess I had created in growing my business, but he showed patience and persistence in getting our operation organized. Jerry has advised and assisted me with organizing our accounting system, business and personal planning, real estate acquisitions, major supplier negotiations, credit facilities and tax returns. His knowledge with the tax laws and requirements is quite reassuring. In short, I have known Jerry through good times and bad and he has proven to be a very valuable resource to the company and myself. If anyone has any questions, I would happy to talk to you and elaborate further”.
Will M., President, WRM, Inc.

New Procedure Helps People Making IRA and Retirement Plan Rollovers

retirement application IRAWASHINGTON — The Internal Revenue Service today provided a self-certification procedure designed to help recipients of retirement plan distributions who inadvertently miss the 60-day time limit for properly rolling these amounts into another retirement plan or individual retirement arrangement (IRA).

In Revenue Procedure 2016-47, posted today on IRS.gov, the IRS explained how eligible taxpayers, encountering a variety of mitigating circumstances, can qualify for a waiver of the 60-day time limit and avoid possible early distribution taxes. In addition, the revenue procedure includes a sample self-certification letter that a taxpayer can use to notify the administrator or trustee of the retirement plan or IRA receiving the rollover that they qualify for the waiver.

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client identity theft cpa recovery smClient Identity Theft Checklist

Action Steps for Recovery

Identity theft is a complex and evolving threat, and one that costs U.S. citizens billions of dollars annually. Without question, it is one of the most pressing challenges facing our country. Unfortunately, the problem is growing, and fraudsters are always looking for new ways to steal confidential information to commit crimes. As your trusted adviser, Jerry understands your concerns with identity theft and takes every precaution to keep your personal information safe.

finance money investmentAnderson: Take Steps to Avoid Financial 'Regrets'

In life, we all have regrets, but some are costlier than others. When it comes to financial regrets, Americans seem quite specific about which ones are causing the most remorse. As someone with financial goals yourself, you might want to become familiar with these regrets, and consider some ideas for avoiding them.

Here are most common financial regrets, according to a recent survey by Bankrate.com:

Not saving for retirement early enough

Not surprisingly, this is the biggest regret expressed in the survey. It is unfortunate, but true, that many people are financially unprepared to retire. In fact, 52 percent of households 55 and older have not saved anything for retirement beyond their pensions, according to a study from the U.S. Government Accountability Office.

Remedies are dear, and sometimes people 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 certain 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 living including sex drive. Some patients using this medicament ordinarily do not have possibly serious side effects to Cialis. Stop using this medication and get medicinal help if you have sudden vision loss.

debt free Jerry JonesHow to Get Out of Debt: A Step-by-Step Guide to Financial Freedom

To get out of debt, you need a plan, and you need to execute that plan. But that can be easier said than done. It’s easy to become overwhelmed with all the steps you need to take. And it’s also easy to lose motivation if you don’t realize how much progress you’ve already made.

You’ll need to make all necessary adjustments to your budget along the way so you don’t overspend and slide back into debt. Plus, if you don’t have an emergency fund, consider setting some money aside in savings before you get started on your plan.

raising market stock economy financial planningMarket Update

Certainly you have noticed that market volatility has increased substantially since August 2015, and 2016 has started out as a very bumpy ride in the domestic and world markets. At this point, our economy is projected to have mild growth in 2016, yet markets may be signaling a less sanguine outcome. As we follow a determined discipline to reduce risk when appropriate, the last 6 months have created the rationale to increase safety and reduce risk. This Is not timing the market, but it is recognizing that there is economic change a foot. When we consider the huge reduction in oil prices, a weaker European economy, China slowing down economically, an extraordinary US political cycle and as a result- how the US economy responds to these challenges. These unknowns create an opportunity to significantly reduce risk and increase safety in portfolios. Markets never like uncertainty. It is important to operate as an investor considering “what Is”, but not be controlled by emotions that the talking heads constantly create through severely negative language and alarmist messages.

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