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?
“For more than 30 years I have relied on Jerry to provide me with critical guidance for both investment decisions and tax strategies. His opinions have been crucial in helping me make the best possible business decisions, as well as providing me with sound advice regarding personal tax planning”.
Steve T., Taxpayer

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.

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.

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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?

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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.

IRA and Retirement Plan Limits for 2014

IRA contribution limits

The maximum amount you can contribute to a traditional IRA or Roth IRA in 2014 remains unchanged at $5,500 (or 100% of your earned income, if less). The maximum catch-up contribution for those age 50 or older in 2014 is $1,000, also unchanged from 2013. (You can contribute to both a traditional and Roth IRA in 2014, but your total contributions can't exceed this annual limit.)

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