Dennis Fritz’s 2018 Tax Preparation Checklist

Yes, you *thought* 2017 was in the rearview mirror, didn't you? Well, not for the IRS it isn't. That's because, as you probably know, we are now beginning the process of doing what we do best: effectively, legally, and ethically reporting our clients' financial lives...

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2018 Tax Reform Update And A Holiday Prayer from Dennis

Well, we seem to have a final tax plan in place, and if everything goes according to what Capitol Hill watchers say, it should pass both the House and Senate this week, and be signed into law by President Trump. And my, oh my, are there changes. One that I should...

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5 Tips on How to Become Wealthy in Redding

As we continue to keep our eyes on what's happening with the GOP tax reform bill in Washington, we are focusing on an entirely different kind of "tax reform" around here: Tax planning with our smartest Redding clients. Because something that is a commonality among our...

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Four Simple Steps To Increase Productivity In Redding

First of all, our hearts are with Sutherland Springs, TX. What a senseless, terrible tragedy for that community, and our nation. Words fail. +++ But as difficult as it is to "move on" from the remembrance of such things, our nation continues along with the arguments...

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