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Here's another opportunity to skill-up on your non-profit's fundraising and financial management skills. This one is IN PERSON in Oakland, Friday July 12 all day. I will be there helping my good friends out as needed. Join me!
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The DREAM Event makes that dream a reality! Join me on July 12th in Oakland for a day of:
‣ Actionable workshops: Learn proven strategies to tackle fundraising, grant writing, and master the latest accounting updates
‣ Expert-Led Sessions: Gain insights from industry pros like Erick Bell, CPA, MBA, CFE, CFF, and Susan Malone, CPA
‣ Keynote Inspiration: Dr. Renato Almanzor will ignite your passion and equip you with actionable steps to achieve your goals!
Plus, don't miss the exclusive opportunity:
‣ Complimentary Grant Consultation: Get personalized guidance from an expert to unlock your organization's full fundraising potential!
The DREAM Event is your FREE ticket to success. Reserve your spot today!
LATEST BLOG POSTS
- Tax “deferred” Retirement Savings Plans…Smooth now, Stings LaterTax “deferred” retirement savings plans (IRA, 401k…) feel smooth now, but they have a nasty bite in the end. All of my tax clients who saved for retirement using tax deferred plans are now paying taxes up the wazooooo! They’re paying taxes on the income they “deferred” PLUS any interest or dividends that money gained.… Read more: Tax “deferred” Retirement Savings Plans…Smooth now, Stings Later
- 2023 Tax Year Greetings VideoI wanted to drop this greetings and info video to you as a little something to help us all prepare to conquer this tax season. Between this video, information on my tax services web page, and the email message sent on January 27, we should be ready to start preparing for tax season. Check out… Read more: 2023 Tax Year Greetings Video
- 2022 Tax Season Wrap-up!It’s April 16, 2023, and I have just about wrapped-up this years tax returns for on-time tax filings! Thank you, everyone, who met the timelines to get all of your documents to me, questions answered, documents signed, and payments made. It’s been a GREAT tax season! THANK YOU! Some Things To Know Wishing you the… Read more: 2022 Tax Season Wrap-up!
- It’s Tax Time – 20 Days Left to Get’em In!Where has the time gone?!?!? Today is March 18, 2023 and there are only 20 more days left to get all your tax documents to me for an on-time tax filing of your 2022 income. The key dates you should know are as follows: TAX APPOINTMENTS DEADLINES Please book your appointments online at your earliest… Read more: It’s Tax Time – 20 Days Left to Get’em In!