This section is especially for you hard working CPA’s. Are you tired of hearing the phrase at tax preparation time, “Are there any more deductions I can take?” I have several options for you to answer your client, “Yes there are!” At Pickett Insurance & Financial Services, I have multiple solutions that will make you and your clients very happy. I will be setting up two separate CPA Training Seminars in 2020. CPA’s attending will be able to obtain CE credits for free. Contained in my Seminars you will find several valuable methods to save your clients (Business-owners) substantial tax deductions. This deduction will be in effect on their Tax Returns this year as well as the subsequent years to follow. Additionally this will provide your business with additional billable hours to each year. These programs will work for Sole Proprietors, LLC’s S-Corp and C-Corps as well. Please contact me for a seat in my next seminar. And for other tips on programs that your client will get excited about call me for an appointment today!
available M-F from 8:30AM – 5:00PM
November is Long-Term Care (LTC) Awareness Month, this is a perfect time for you to discuss the need to prepare for your life’s emergencies such as declining health and rising healthcare costs with me. Most people don’t know that almost 70% of people turning age 65 will require some form of long-term care. Are you
We live in a fast pace world, our homes and cars are costing more each year. Medical costs are skyrocketing. Obtaining a Personal Umbrella can protect you from financial devastation due to an at-fault accident or a devastating fire that destroys not only your home but your surrounding neighbor’s homes as well. If you’re found
It is wise to create and keep a current Video, Pictures, or spreadsheet of your personal belongings. Why? It comes down to remembering what you have in your home should you have a disaster like a Fire, Flood, or Theft. A simple Video taken of your home’s belongings can help you remember what you lost
