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Time for Income Tax Returns

We are gearing up for our client’s income tax returns.  Our first step was to provide the 2018 deductions to our client’s CPAs while the financial advisers are providing the estimated capital gains and losses for 2018.  With this information, several of our clients are paying revised January 15th estimated tax payments.  

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American Association of Daily Money Managers Conference

I attended the national conference of the American Association of Daily Money Managers (AADMM) in St Louis. There were folks from practically every state. While there were presentations how the business of the Money Manager, there were informative presentations on “Dementia’s Effect on Financial Capacity”, “Ethics Decision Making”, “When Client’s Employ Caregivers, and the most […]

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