Richard Ferrone Offers Practical Tips For Your Estate Plan

2015-06-08_Pers_Blog

First off (and this doesn’t necessarily affect all of our clients), just a quick reminder that the second quarter estimated taxes are due on June 15th. This is the quarter that always sneaks up on everyone, as it’s only two months after April 15th — so don’t get behind! Secondly, the summer is a perfect time to assess your financial picture … Read More

Ferrone & Associates CPAsRichard Ferrone Offers Practical Tips For Your Estate Plan

Richard Ferrone Discusses 11 Traits of the Financially Secure

2015-06-01_Pers_Blog

Part of my early-Monday news scan this week brought me this story: http://cbsn.ws/1Q0chAV. One of the “highlights”: almost half of all US households could not come up with $400 to cover an emergency expense. They would need to sell something or borrow cash to do so. If you find yourself belonging to that category, I’m going to help you today, … Read More

Ferrone & Associates CPAsRichard Ferrone Discusses 11 Traits of the Financially Secure

Before You Say “I Do”: Richard Ferrone’s Marriage and Money Checklist

2015-05-25_Pers_Blog

Memorial Day weekend often feels a little … jarring, at times. Burgers, pools, picnics — set against the solemn backdrop of remembrance for the sacrifice of so many thousands who have laid down their lives so we can have those freedoms. However, when you talk to veterans (as I get the chance to do in the course of our tax … Read More

Ferrone & Associates CPAsBefore You Say “I Do”: Richard Ferrone’s Marriage and Money Checklist

Richard Ferrone on 5 MORE Bad Money Habits And How To Overcome Them (Part 2 of 2)

2015-05-18_Pers_Blog

With all of the chaos that we are seeing bubble up around us, both in our nation and overseas, it can feel like everything is in flux. Please, though … if you’ve established for yourself a hedge against financial turmoil, let’s not have you ruin it. Last week, I posted an article which addressed these issues. It was a bit … Read More

Ferrone & Associates CPAsRichard Ferrone on 5 MORE Bad Money Habits And How To Overcome Them (Part 2 of 2)

Richard Ferrone Reveals 5 Ways We Avoid Keeping Better Money Habits

2015-05-11_Pers_Blog

We spend a disproportionate amount of our time around the Team Ferrone offices dealing with government forms and websites. (Seriously though — can you or I get a gig as a web designer for the government? Those contracts run in the 7 figures … and the designs still look like something built using dial-up.) But the annual release of this … Read More

Ferrone & Associates CPAsRichard Ferrone Reveals 5 Ways We Avoid Keeping Better Money Habits

Ferrone’s 8 Essentials For Record Keeping

2015-05-04_Pers_Blog

I get pretty excited about the spring. All around the country, the snow is gone, the trees don’t seem so desolate … and am I right that the angle of the sun is a bit less harsh? Or maybe it’s just because tax season has finished and I’m getting more sleep? 🙂 Well, I hope you and your family will … Read More

Ferrone & Associates CPAsFerrone’s 8 Essentials For Record Keeping

Richard Ferrone Explores Five Markers of Financial Health at Mid-Life

2015-04-27_Pers_Blog

If your tax returns have been filed (as most of our clients’ have), I do hope you’ve taken the ripe chance afforded to you to scrutinize your year, and your financial health. And, even if you’re on extension, it’s good to pause here before summer and consider where you’re headed — financially, and otherwise. So, I thought that this could … Read More

Ferrone & Associates CPAsRichard Ferrone Explores Five Markers of Financial Health at Mid-Life

Richard Ferrone Answers “Where’s My Refund?”, And Other Questions For After Your Return Is Filed

2015-04-20_Pers_Blog

This is never a very fun “holiday”, but it’s worth marking every year. Friday, April 24th is our National “Tax Freedom Day” — that’s the date by which you’ve finally worked enough days just to pay off your taxes for the year. The rest of the year is your “take home” pay, as it were. 🙁 This date includes payroll … Read More

Ferrone & Associates CPAsRichard Ferrone Answers “Where’s My Refund?”, And Other Questions For After Your Return Is Filed

A Heartfelt Thank You To Our Greater Salt Lake City Tax Preparation Clients

2015-04-13_Pers_Blog

The loudest thing I want you to hear from this post is this: THANK YOU for your trust, Greater Salt Lake City. Our primary work for this tax season has just about wrapped up. But notice I said “primary”, there … you see, unlike some tax professionals, we make it a point to do a bit more than simply “fill … Read More

Ferrone & Associates CPAsA Heartfelt Thank You To Our Greater Salt Lake City Tax Preparation Clients

Ferrone’s Tax Extension Cheat Sheet

2015-04-06_Pers_Blog

This has been an intense tax season. For those of us in the tax professional community, there have been emails, message board postings and blog posts flying about the difficulties that many have been facing with regards to all of the additional paperwork called for in the ACA (“Obamacare”) regulations — not to mention the normal round of new tax law … Read More

Ferrone & Associates CPAsFerrone’s Tax Extension Cheat Sheet